CIK: 0001776033
申报总市值
US$11.0亿
仅显示前 200 大持股（共 1132 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 9.24% | — | +2.49% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.01% | +0.07% | +5.37% | |
| 3 | CFA | Victoryshares US 500 Volatil | ETF-其他 | 3.08% | — | +9.99% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.80% | -0.24% | -12.18% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.45% | -0.22% | -1.16% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.17% | -0.01% | -0.82% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-其他 | 2.06% | -0.89% | +53.83% | |
| 8 | VNLA | Janus Henderson Short Durati | ETF-其他 | 1.76% | — | +22.19% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.71% | +0.12% | +25.98% | |
| 10 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.69% | — | +52.62% | |
| 11 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 1.43% | — | +25.30% | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.38% | — | -0.89% | |
| 13 | FTCS | First Trust Capital Strength | ETF-其他 | 1.37% | — | +14.77% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.36% | +0.36% | -7.97% | |
| 15 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.29% | — | +11.41% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.24% | +0.03% | +6.23% | |
| 17 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.23% | — | +9.43% | |
| 18 | FPX | First Trust US Equity Opport | ETF-其他 | 1.23% | — | +11.74% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.20% | — | -3.38% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.14% | — | -12.48% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 0.98% | — | +4.16% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.88% | — | -5.47% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.87% | — | +30.90% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 0.83% | — | +6.39% | |
| 25 | IGHG | Proshares Ig Hedged | ETF-其他 | 0.80% | — | -12.13% | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.77% | — | +5.97% | |
| 27 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 0.70% | — | +11.92% | |
| 28 | BA | Boeing Co/the | 股票-工业 | 0.64% | — | +25.61% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.64% | — | -20.19% | |
| 30 | BXUSD | Blackstone Group Lp/the | 股票-其他 | 0.61% | — | +18.24% | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.59% | — | -4.63% | |
| 32 | DPG | Duff & Phelps Utility & INC | 股票-其他 | 0.58% | — | +453.02% | |
| 33 | 1JFD | Pimco Dynamic Credit And Mor | 股票-其他 | 0.58% | — | +2.12% | |
| 34 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 0.57% | — | -4.04% | |
| 35 | DSL | Doubleline Income Solutions | 股票-其他 | 0.56% | — | +193.15% | |
| 36 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.56% | — | -25.33% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.56% | — | -4.99% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.54% | — | +9.76% | |
| 39 | FTSD | Franklin Short Duration U.s. | ETF-其他 | 0.53% | — | +26.32% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | — | -13.66% | |
| 41 | CMF | Ishares California Muni Bond | ETF-其他 | 0.51% | — | +13.31% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.50% | — | -29.48% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.49% | — | +5.01% | |
| 44 | ✓ | Delaware Invts Div & Income | 股票-其他 | 0.48% | — | -18.95% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.47% | — | -4.33% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工业 | 0.46% | — | -14.94% | |
| 47 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 0.44% | — | -0.45% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | — | +26.22% | |
| 49 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.44% | — | +0.84% | |
| 50 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.44% | — | +2.57% |