CIK: 0001790525
申报总市值
US$11.1亿
仅显示前 200 大持股（共 398 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 | 5.65% | -0.13% | +1.49% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.91% | +0.55% | -0.87% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.68% | -0.47% | -4.35% | |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 3.04% | +0.98% | +19.48% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.85% | — | -3.52% | |
| 6 | QVOY | Q3 All-season Active Rot ETF | ETF-其他 | 2.64% | -2.11% | -4.83% | |
| 7 | PAVE | Global X US Infrastructure | ETF-其他 | 1.97% | — | -7.77% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.87% | -0.10% | -3.34% | |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.69% | +0.01% | +8.51% | |
| 10 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.53% | -0.08% | +9.70% | |
| 11 | UCON | First Trust Smith Unconstrai | ETF-其他 | 1.53% | — | +776.39% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.52% | +0.27% | -0.34% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | — | +8.59% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.37% | +0.01% | +2.34% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.21% | +0.06% | +27.55% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.10% | — | -1.01% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.07% | — | +2.72% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.07% | — | +9.20% | |
| 19 | MBSF | Regan Floating Rate Mbs ETF | ETF-其他 | 1.03% | — | -3.16% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.01% | +0.05% | +63.82% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.99% | — | -5.46% | |
| 22 | ILDR | First Trust Innovation Leade | ETF-其他 | 0.88% | +0.14% | -9.26% | |
| 23 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.88% | +0.15% | +0.72% | |
| 24 | FTCB | Ft Core Investment Grade ETF | ETF-投资级公司债 | 0.85% | — | +7.71% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.82% | +0.25% | +6.95% | |
| 26 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.69% | +0.03% | +17.91% | |
| 27 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 0.65% | — | +3.92% | |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.64% | — | +12.90% | |
| 29 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.63% | — | +200.73% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | +0.06% | +1.15% | |
| 31 | TSLA | Tesla INC | 股票-周期性消费 | 0.61% | — | +5.08% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | — | +3.95% | |
| 33 | T | At&t INC | 股票-通信服务 | 0.56% | -0.14% | -11.89% | |
| 34 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.54% | — | +13.28% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.54% | +0.11% | +132.06% | |
| 36 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.52% | +0.03% | +24.77% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | — | -13.73% | |
| 38 | EMLP | First Trust North American E | ETF-其他 | 0.50% | — | -1.96% | |
| 39 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.49% | — | +1.89% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.49% | +0.06% | -2.83% | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.49% | — | +1.46% | |
| 42 | NFLX | Netflix INC | 股票-通信服务 | 0.49% | — | -27.26% | |
| 43 | C | Citigroup INC | 股票-金融 | 0.49% | — | +1.18% | |
| 44 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.47% | +0.10% | +39.25% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.47% | — | +10.25% | |
| 46 | PM | Philip Morris International | 股票-非周期性消费 | 0.46% | — | -9.51% | |
| 47 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.45% | +0.03% | +173.51% | |
| 48 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.43% | — | +1.63% | |
| 49 | CGGO | Cap Group Global Growth | ETF-其他 | 0.42% | +0.05% | +1.10% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.42% | — | -3.46% |