CIK: 0001768130
申报总市值
US$10.0亿
仅显示前 200 大持股（共 205 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 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 11.79% | +0.39% | +0.51% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 6.27% | -0.53% | -1.74% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.03% | -0.12% | +3.78% | |
| 4 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 4.47% | -0.13% | -2.74% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.29% | -0.18% | -2.43% | |
| 6 | AAPL | Apple INC | 股票-科技 | 4.14% | +0.08% | -1.48% | |
| 7 | GTO | Invesco Total Return Bond Et | ETF-其他 | 4.11% | -0.31% | +2.24% | |
| 8 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 3.70% | -0.33% | +3.08% | |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 3.65% | +0.10% | +2.14% | |
| 10 | PTRB | Pgim Total Return Bond ETF | ETF-其他 | 3.60% | — | +8.20% | |
| 11 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 2.49% | -0.42% | -3.23% | |
| 12 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 2.48% | -0.46% | +1.29% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.47% | +0.42% | +23.57% | |
| 14 | IQLT | Ishares Msci International Q | ETF-其他 | 2.38% | +0.08% | +1.67% | |
| 15 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 2.11% | -0.14% | +4.80% | |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 2.07% | +0.09% | +3.38% | |
| 17 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.98% | +0.21% | +6.31% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.96% | +0.03% | +2.82% | |
| 19 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.87% | -0.02% | +3.06% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.71% | — | -0.28% | |
| 21 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 1.40% | +0.31% | +1.65% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.30% | — | +6.24% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.25% | +0.08% | +0.15% | |
| 24 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 1.09% | -0.03% | -11.82% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.03% | -0.50% | +177.79% | |
| 26 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.02% | — | -0.28% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | — | +2.58% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.80% | +0.11% | +7.27% | |
| 29 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.77% | — | -1.86% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.62% | +0.13% | +0.74% | |
| 31 | SBR | Sabine Royalty Trust | 股票-其他 | 0.55% | — | +0.11% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.53% | +0.04% | +0.70% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.47% | +0.01% | +9.53% | |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.45% | — | +130.22% | |
| 35 | EPD | Enterprise Products Partners | 股票-能源 | 0.45% | — | +1.65% | |
| 36 | RODM | Hartford Multifact Dev Mrkt | ETF-其他 | 0.41% | — | +0.97% | |
| 37 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 0.40% | — | +0.01% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.40% | +0.15% | +21.48% | |
| 39 | ET | Energy Transfer LP | 股票-能源 | 0.36% | — | +0.33% | |
| 40 | VPLS | Vanguard Core-plus Bond ETF | ETF-其他 | 0.34% | +0.21% | +453.14% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.33% | — | -5.80% | |
| 42 | TSLA | Tesla INC | 股票-周期性消费 | 0.33% | — | +8.20% | |
| 43 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.32% | — | -40.68% | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.31% | — | +1.19% | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.29% | — | +0.75% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.29% | -0.09% | +3.63% | |
| 47 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.28% | — | +1.55% | |
| 48 | MPLX | Mplx LP | 股票-能源 | 0.28% | — | +32.18% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.26% | — | -1.20% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.24% | — | +1.68% |