CIK: 0001790525
申报总市值
US$11.1亿
仅显示前 200 大持股（共 386 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 | 5.80% | -0.13% | -2.66% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.45% | -0.47% | +5.15% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.87% | +0.55% | +6.81% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.38% | — | +9.09% | |
| 5 | QVOY | Q3 All-season Active Rot ETF | ETF-其他 | 2.66% | -2.11% | +5.29% | |
| 6 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 2.41% | +0.98% | +15.10% | |
| 7 | PAVE | Global X US Infrastructure | ETF-其他 | 2.13% | — | +9.52% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 2.09% | -0.10% | +17.38% | |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.63% | +0.01% | +4.51% | |
| 10 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.50% | -0.08% | +15.90% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.43% | +0.27% | -1.34% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.34% | +0.01% | +0.31% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.24% | — | -2.26% | |
| 14 | MBSF | Regan Floating Rate Mbs ETF | ETF-其他 | 1.23% | — | -26.68% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.21% | — | +0.02% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.21% | — | -8.97% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.19% | — | +0.12% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.19% | +0.06% | -10.79% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.94% | — | +10.60% | |
| 20 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.94% | +0.15% | +9.06% | |
| 21 | FTCB | Ft Core Investment Grade ETF | ETF-投资级公司债 | 0.91% | — | +35.87% | |
| 22 | ILDR | First Trust Innovation Leade | ETF-其他 | 0.89% | +0.14% | +5.25% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.75% | +0.25% | -8.57% | |
| 24 | T | At&t INC | 股票-通信服务 | 0.72% | -0.14% | -6.09% | |
| 25 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 0.71% | — | -27.18% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | — | +3.49% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | — | -6.87% | |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.65% | — | +1.57% | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.65% | +0.10% | +1.74% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | +0.06% | -14.47% | |
| 31 | EMLP | First Trust North American E | ETF-其他 | 0.59% | — | +1.93% | |
| 32 | VZ | Verizon Communications INC | 股票-通信服务 | 0.58% | — | +7.52% | |
| 33 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.57% | +0.03% | +15.21% | |
| 34 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.56% | — | -42.15% | |
| 35 | TSLA | Tesla INC | 股票-周期性消费 | 0.55% | — | -19.32% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.54% | — | +1.55% | |
| 37 | NFLX | Netflix INC | 股票-通信服务 | 0.54% | — | -0.95% | |
| 38 | CRM | Salesforce INC | 股票-科技 | 0.54% | — | -4.37% | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.53% | — | +5.46% | |
| 40 | ENB | Enbridge INC | 股票-能源 | 0.53% | — | +1.01% | |
| 41 | CI | THE Cigna Group | 股票-医疗保健 | 0.53% | — | +3.67% | |
| 42 | MO | Altria Group INC | 股票-非周期性消费 | 0.53% | — | +2.99% | |
| 43 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.52% | — | +7.47% | |
| 44 | PM | Philip Morris International | 股票-非周期性消费 | 0.51% | — | -7.49% | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.50% | — | +2.49% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.49% | +0.05% | -27.81% | |
| 47 | GCOW | Pacer Global Cash Cows Divid | ETF-其他 | 0.48% | -0.02% | -6.46% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.47% | — | +9.78% | |
| 49 | USB | US Bancorp | 股票-金融 | 0.46% | — | +16.32% | |
| 50 | C | Citigroup INC | 股票-金融 | 0.46% | — | -5.62% |