CIK: 0001790525
申报总市值
US$11.1亿
仅显示前 200 大持股（共 362 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.11% | -0.13% | +6.89% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.74% | -0.47% | +23.56% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.75% | +0.55% | +48.26% | |
| 4 | QVOY | Q3 All-season Active Rot ETF | ETF-其他 | 3.47% | -2.11% | -29.20% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.20% | — | +102.11% | |
| 6 | PAVE | Global X US Infrastructure | ETF-其他 | 2.18% | — | +131.98% | |
| 7 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.99% | -0.10% | +98.40% | |
| 8 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 1.95% | +0.98% | — | |
| 9 | MBSF | Regan Floating Rate Mbs ETF | ETF-其他 | 1.67% | — | +2180.22% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.60% | +0.27% | +73.66% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.56% | +0.01% | +0.25% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.38% | — | +2.73% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.35% | +0.01% | -0.83% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.27% | — | -0.48% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.25% | — | -5.14% | |
| 16 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.22% | -0.08% | +192.99% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.17% | +0.06% | +5.77% | |
| 18 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 1.02% | — | +5.33% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.02% | — | +362.90% | |
| 20 | ILDR | First Trust Innovation Leade | ETF-其他 | 0.90% | +0.14% | — | |
| 21 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.89% | +0.15% | +138.40% | |
| 22 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.86% | — | -42.33% | |
| 23 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.76% | +0.10% | -5.15% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.75% | +0.25% | +29.72% | |
| 25 | TSLA | Tesla INC | 股票-周期性消费 | 0.74% | — | -10.48% | |
| 26 | AVGO | Broadcom INC | 股票-科技 | 0.72% | +0.06% | +794.88% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.67% | +0.06% | -15.87% | |
| 28 | FTCB | Ft Core Investment Grade ETF | ETF-投资级公司债 | 0.66% | — | — | |
| 29 | CRM | Salesforce INC | 股票-科技 | 0.65% | — | -13.38% | |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.63% | — | +1.87% | |
| 31 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.62% | — | +127.03% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.61% | — | -19.26% | |
| 33 | T | At&t INC | 股票-通信服务 | 0.61% | -0.14% | -5.99% | |
| 34 | O | Realty Income CORP | 股票-房地产 | 0.61% | — | -20.16% | |
| 35 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.60% | — | -13.87% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | — | +6.78% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.58% | +0.05% | +20.49% | |
| 38 | PYPL | Paypal Holdings INC | 股票-金融 | 0.57% | — | -19.32% | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.56% | — | -10.46% | |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.56% | — | +1.11% | |
| 41 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.55% | — | -17.33% | |
| 42 | CI | THE Cigna Group | 股票-医疗保健 | 0.54% | — | -18.31% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.54% | — | +4.23% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.54% | — | +1.25% | |
| 45 | VZ | Verizon Communications INC | 股票-通信服务 | 0.53% | — | -0.47% | |
| 46 | EMLP | First Trust North American E | ETF-其他 | 0.52% | — | — | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.51% | — | -3.50% | |
| 48 | GCOW | Pacer Global Cash Cows Divid | ETF-其他 | 0.51% | -0.02% | -9.50% | |
| 49 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.50% | +0.03% | +1.36% | |
| 50 | ENB | Enbridge INC | 股票-能源 | 0.49% | — | -5.29% |