CIK: 0001881590
申报总市值
US$1.3亿
仅显示前 200 大持股（共 1302 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 | FSK | Fs Kkr Capital CORP | 股票-金融 | 4.87% | — | +5.58% | |
| 2 | AMLP | Alerian Mlp ETF | ETF-其他 | 4.54% | — | +2.81% | |
| 3 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 3.81% | — | -18.46% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.41% | — | -1.66% | |
| 5 | DBRG | Digitalbridge Group INC | 股票-金融 | 3.29% | — | +5.34% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.27% | — | -2.57% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.38% | — | +37.25% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.75% | — | +0.09% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.71% | — | +62.30% | |
| 10 | WWD | Woodward INC | 股票-工业 | 1.37% | — | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.35% | — | +51.09% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.16% | — | -11.28% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.12% | — | +1664.02% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.08% | — | -34.54% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | — | +12.58% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.07% | — | +18.25% | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.05% | — | +67.05% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.98% | — | +14.73% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.97% | — | -4.75% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.97% | — | -9.82% | |
| 21 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公债 | 0.92% | — | +6570.98% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.89% | — | -20.58% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.89% | — | +6316.86% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | — | -17.19% | |
| 25 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.84% | — | +61.90% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.80% | — | -14.39% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | — | -4.99% | |
| 28 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.69% | — | +252208.33% | |
| 29 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.68% | — | +764.87% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.68% | — | -15.00% | |
| 31 | HON | Honeywell International INC | 股票-工业 | 0.65% | — | -37.50% | |
| 32 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.62% | — | +12.43% | |
| 33 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.60% | — | -7.62% | |
| 34 | ✓ | Office Properties Income Tru | 股票-其他 | 0.59% | — | +23.75% | |
| 35 | ABBV | Abbvie INC | 股票-医疗保健 | 0.59% | — | +11.74% | |
| 36 | VTV | Vanguard Value ETF | ETF-其他 | 0.58% | — | -20.62% | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.56% | — | -0.91% | |
| 38 | BND | Vanguard Total Bond Market | ETF-其他 | 0.55% | — | +32.01% | |
| 39 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.54% | — | +0.98% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工业 | 0.54% | — | +7.83% | |
| 41 | ILPT | Industrial Logistics Propert | 股票-其他 | 0.51% | — | +17.91% | |
| 42 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 0.50% | — | -15.16% | |
| 43 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.49% | — | -8.27% | |
| 44 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.49% | — | -1.20% | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.47% | — | -4.62% | |
| 46 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.46% | — | +121.75% | |
| 47 | DVN | Devon Energy CORP | 股票-能源 | 0.46% | — | +31.73% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | — | +13.75% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.43% | — | -31.46% | |
| 50 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.41% | — | -24.46% |