CIK: 0001881590
申报总市值
US$1.3亿
仅显示前 200 大持股（共 1226 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 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 5.50% | — | +0.21% | |
| 2 | FSK | Fs Kkr Capital CORP | 股票-金融 | 4.39% | — | +1.28% | |
| 3 | AMLP | Alerian Mlp ETF | ETF-其他 | 4.34% | — | -0.80% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.69% | — | -12.34% | |
| 5 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.36% | — | +4.27% | |
| 6 | DBRG | Digitalbridge Group INC | 股票-金融 | 2.43% | — | — | |
| 7 | UUP | Invesco Db US Dollar Index B | ETF-大型股与成长 | 2.33% | — | +1508.57% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.15% | — | +34.04% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.74% | — | +9.10% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.62% | — | +8.78% | |
| 11 | ✓ | Office Properties Income Tru | 股票-其他 | 1.58% | — | +0.93% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.24% | — | -5.04% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.14% | — | -2.70% | |
| 14 | HON | Honeywell International INC | 股票-工业 | 1.12% | — | -0.56% | |
| 15 | WWD | Woodward INC | 股票-工业 | 1.01% | — | — | |
| 16 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.01% | — | +33.50% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.94% | — | +2.31% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.94% | — | +0.82% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | — | +14.01% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.87% | — | +13.78% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.79% | — | +4.82% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | — | +4.53% | |
| 23 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.75% | — | — | |
| 24 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 0.70% | — | -7.27% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.69% | — | +3.28% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.69% | — | +16.47% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.68% | — | -1.55% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.67% | — | +1.01% | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.66% | — | +5.92% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.66% | — | -1.36% | |
| 31 | PEP | Pepsico INC | 股票-非周期性消费 | 0.64% | — | -2.40% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | +5.20% | |
| 33 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.62% | — | -1.51% | |
| 34 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.58% | — | -41.87% | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.58% | — | +412.91% | |
| 36 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.57% | — | -14.77% | |
| 37 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.57% | — | +2.25% | |
| 38 | MDT | Medtronic plc | 股票-医疗保健 | 0.54% | — | -4.96% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | — | +15.07% | |
| 40 | ILPT | Industrial Logistics Propert | 股票-其他 | 0.54% | — | +0.74% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.53% | — | +138.35% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工业 | 0.53% | — | -3.14% | |
| 43 | TSLA | Tesla INC | 股票-周期性消费 | 0.52% | — | +259.36% | |
| 44 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 0.52% | — | -4.44% | |
| 45 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.52% | — | -3.66% | |
| 46 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.50% | — | +0.04% | |
| 47 | ABBV | Abbvie INC | 股票-医疗保健 | 0.50% | — | +18.27% | |
| 48 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.46% | — | +141.26% | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.44% | — | +8.06% | |
| 50 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 0.43% | — | -4.02% |