CIK: 0002080096
申报总市值
US$2.1亿
仅显示前 200 大持股（共 310 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 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 11.30% | +0.34% | +0.01% | |
| 2 | BUFF | Innovator Laddered Allocatio | ETF-其他 | 9.05% | +0.36% | +2.99% | |
| 3 | LGCY | Legacy Education INC | 股票-其他 | 5.40% | -0.73% | — | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-其他 | 5.35% | +0.22% | +38.19% | |
| 5 | FLTB | Fidelity LTD Trm Bnd ETF | ETF-其他 | 4.62% | +0.49% | +10.62% | |
| 6 | VGMS | Vanguard Multi-sector | ETF-其他 | 3.84% | +0.64% | — | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.64% | +0.06% | -20.26% | |
| 8 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 3.39% | +0.22% | -3.98% | |
| 9 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 3.25% | +0.03% | +3.22% | |
| 10 | VGHY | Vanguard High-yield Act ETF | ETF-其他 | 3.24% | +0.29% | — | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.13% | -0.15% | +31.19% | |
| 12 | BALT | Inn Defined Wealth Shield | ETF-其他 | 3.08% | +0.08% | +5.97% | |
| 13 | FESM | Fidelity Enhanced Small Cap | ETF-中小型股 | 3.05% | +0.05% | -6.76% | |
| 14 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-科技型 | 2.99% | +0.09% | -6.04% | |
| 15 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-其他 | 2.95% | -0.05% | -20.92% | |
| 16 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 2.47% | +0.26% | +14.81% | |
| 17 | UCON | First Trust Smith Unconstrai | ETF-其他 | 2.23% | -0.33% | -71.27% | |
| 18 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-其他 | 2.22% | +0.17% | — | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.52% | -0.04% | -3.78% | |
| 20 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 1.35% | -0.13% | -69.32% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.32% | +0.03% | -3.59% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.24% | -0.14% | -1.44% | |
| 23 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.23% | -0.05% | -5.93% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.86% | +0.03% | -2.51% | |
| 25 | FTCS | First Trust Capital Strength | ETF-其他 | 0.62% | — | -2.76% | |
| 26 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.60% | — | +0.09% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | +0.02% | +3.32% | |
| 28 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.51% | — | -1.30% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.50% | +0.03% | — | |
| 30 | TSLA | Tesla INC | 股票-周期性消费 | 0.48% | +0.22% | +534.63% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.46% | — | — | |
| 32 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.44% | — | — | |
| 33 | WTRG | Essential Utilities INC | 股票-公用事业 | 0.44% | — | — | |
| 34 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.43% | +0.02% | -2.65% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.43% | — | -0.73% | |
| 36 | VTV | Vanguard Value ETF | ETF-其他 | 0.43% | +0.01% | — | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.43% | — | -4.41% | |
| 38 | RBRK | Rubrik Inc-a | 股票-科技 | 0.42% | -0.53% | EXIT | |
| 39 | SPGM | State Street Spdr Portfolio | ETF-其他 | 0.38% | — | -6.94% | |
| 40 | F | Ford Motor Co | 股票-周期性消费 | 0.38% | +0.02% | — | |
| 41 | GWW | Ww Grainger INC | 股票-工业 | 0.36% | +0.04% | — | |
| 42 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.34% | +0.06% | — | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | -0.41% | EXIT | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.30% | — | — | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.29% | — | -4.01% | |
| 46 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.29% | — | -32.21% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.27% | — | -23.52% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.26% | — | — | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.24% | -0.07% | +2.75% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.20% | — | +8.22% |