CIK: 0001790525
申报总市值
US$11.1亿
仅显示前 200 大持股（共 375 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 | 6.24% | -0.13% | +3.07% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.26% | -0.47% | -4.27% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.94% | +0.55% | +3.41% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.19% | — | +5.19% | |
| 5 | QVOY | Q3 All-season Active Rot ETF | ETF-其他 | 2.91% | -2.11% | -3.74% | |
| 6 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 2.15% | +0.98% | +8.27% | |
| 7 | PAVE | Global X US Infrastructure | ETF-其他 | 2.08% | — | +0.14% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.87% | -0.10% | +1.15% | |
| 9 | MBSF | Regan Floating Rate Mbs ETF | ETF-其他 | 1.66% | — | +3.34% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.64% | +0.01% | +6.02% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.63% | +0.27% | +1.80% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.53% | +0.01% | -0.31% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.50% | +0.06% | +22.55% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.36% | — | +3.65% | |
| 15 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.32% | -0.08% | +9.82% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.32% | — | +35.00% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.25% | — | +1.70% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.16% | — | +195.30% | |
| 19 | TSLA | Tesla INC | 股票-周期性消费 | 1.06% | — | -4.60% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 1.00% | +0.06% | +6.21% | |
| 21 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 0.98% | — | +0.86% | |
| 22 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.95% | — | +19.08% | |
| 23 | ILDR | First Trust Innovation Leade | ETF-其他 | 0.92% | +0.14% | +0.50% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.90% | +0.25% | +16.70% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.89% | +0.06% | +20.33% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.87% | +0.15% | +0.83% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.86% | — | +60.84% | |
| 28 | CRM | Salesforce INC | 股票-科技 | 0.70% | — | -8.67% | |
| 29 | FTCB | Ft Core Investment Grade ETF | ETF-投资级公司债 | 0.66% | — | +7.53% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | — | -3.40% | |
| 31 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.62% | — | +7.24% | |
| 32 | T | At&t INC | 股票-通信服务 | 0.62% | -0.14% | +0.80% | |
| 33 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.61% | +0.10% | -4.40% | |
| 34 | PYPL | Paypal Holdings INC | 股票-金融 | 0.60% | — | -2.42% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | +0.87% | |
| 36 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.57% | — | +0.21% | |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.55% | — | +4.12% | |
| 38 | EMLP | First Trust North American E | ETF-其他 | 0.55% | — | +0.93% | |
| 39 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.54% | +0.03% | +3.49% | |
| 40 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.52% | +0.03% | +9.28% | |
| 41 | NFLX | Netflix INC | 股票-通信服务 | 0.52% | — | +13.27% | |
| 42 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.52% | — | -1.26% | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.51% | — | +4.94% | |
| 44 | O | Realty Income CORP | 股票-房地产 | 0.51% | — | +2.69% | |
| 45 | ENB | Enbridge INC | 股票-能源 | 0.51% | — | +0.71% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.50% | — | -0.66% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.49% | — | -0.66% | |
| 48 | C | Citigroup INC | 股票-金融 | 0.48% | — | +1.22% | |
| 49 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.48% | — | +75.66% | |
| 50 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 0.48% | — | -1.34% |