CIK: 0001776033
申报总市值
US$11.0亿
仅显示前 200 大持股（共 1569 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.44% | +0.07% | +13.53% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.90% | -0.24% | +260.54% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.19% | -0.22% | -0.41% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.10% | — | +3.98% | |
| 5 | FVD | First Trust Value Line Dvd | ETF-其他 | 2.60% | -0.89% | +3.78% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.27% | +0.12% | +3.32% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.26% | -0.01% | +15.65% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.17% | -0.09% | +20.34% | |
| 9 | WINN | Harbor Long-term Growers ETF | ETF-其他 | 1.81% | — | -12.02% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.71% | -0.54% | +29.82% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.61% | — | +20.68% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.57% | — | -1.57% | |
| 13 | USMC | Principal US Mega-cap ETF | ETF-其他 | 1.49% | -0.03% | +2.07% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.40% | +0.03% | +19.32% | |
| 15 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 1.30% | — | +2.89% | |
| 16 | FTCS | First Trust Capital Strength | ETF-其他 | 1.26% | — | -3.15% | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.22% | — | -4.89% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.02% | — | +4.45% | |
| 19 | MSTR | Strategy INC | 股票-科技 | 1.00% | — | +29.39% | |
| 20 | BX | Blackstone INC | 股票-金融 | 1.00% | — | -5.71% | |
| 21 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.93% | — | +27.65% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.92% | — | +7.49% | |
| 23 | HUSV | Ft Horizon Mngd Vol Dom ETF | ETF-其他 | 0.88% | — | -1.45% | |
| 24 | TSLA | Tesla INC | 股票-周期性消费 | 0.86% | — | +25.68% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.81% | — | +15.99% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.77% | — | +71.35% | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.77% | — | -1.74% | |
| 28 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.68% | +0.03% | +0.91% | |
| 29 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.67% | — | -0.57% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.67% | — | +7.93% | |
| 31 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.57% | — | -1.30% | |
| 32 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.57% | — | -8.86% | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.56% | — | +5.15% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.55% | — | -9.08% | |
| 35 | FICS | Ft International Dev Cap Str | ETF-其他 | 0.55% | — | +5.19% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.52% | — | -1.07% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.52% | — | +17.12% | |
| 38 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.50% | — | -0.93% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.47% | — | -5.29% | |
| 40 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.46% | — | -6.22% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | — | -1.95% | |
| 42 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.44% | — | +6.65% | |
| 43 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 0.44% | — | +63572.00% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.43% | — | +57.17% | |
| 45 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.42% | — | +5.20% | |
| 46 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.41% | — | +12.10% | |
| 47 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.41% | — | -9.29% | |
| 48 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-其他 | 0.40% | — | +0.08% | |
| 49 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.37% | — | +36.93% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.36% | — | -5.27% |