CIK: 0001697490
申报总市值
US$43.0亿
仅显示前 200 大持股（共 969 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 | AAPL | Apple INC | 股票-科技 | 4.03% | -0.29% | -2.30% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.98% | -0.42% | +7.12% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.48% | -1.00% | EXIT | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.34% | — | +6.10% | |
| 5 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.97% | -0.26% | -6.40% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.72% | -0.25% | +4.62% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.60% | — | +5.49% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.48% | — | +205.31% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.38% | — | -3.20% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.36% | +0.15% | +0.99% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.36% | — | -1.91% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.33% | — | -1.69% | |
| 13 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投资级公司债 | 1.26% | — | -11.61% | |
| 14 | FLGV | Franklin U.s. Treasury Bond | ETF-政府公债 | 1.26% | — | -4.89% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.22% | — | -0.99% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.17% | -0.24% | -11.04% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.96% | +0.40% | +19.28% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.93% | — | +10.47% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.90% | — | +8.97% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.86% | — | +2.39% | |
| 21 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.84% | — | +7.92% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.78% | -0.17% | +26.46% | |
| 23 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.77% | — | +1.07% | |
| 24 | SSUS | Day Hagan Smart Sector ETF | ETF-其他 | 0.73% | — | +21.11% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.68% | — | +6.43% | |
| 26 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.62% | — | +1696.42% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.61% | — | +6.81% | |
| 28 | OUNZ | Vaneck Merk Gold ETF | ETF-避险与商品 | 0.60% | — | +2366.20% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | — | +1.45% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.58% | — | +18.15% | |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.56% | +0.23% | +4.66% | |
| 32 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.55% | — | -0.27% | |
| 33 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.53% | — | -5.83% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.52% | — | -2.51% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | — | -1.50% | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.49% | -0.38% | +8.21% | |
| 37 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.47% | — | — | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.47% | — | -0.11% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.46% | — | +7.36% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.45% | — | -7.75% | |
| 41 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.45% | — | +33.28% | |
| 42 | XLE | Ss Energy Select Sector | ETF-其他 | 0.43% | +0.17% | -12.08% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | — | +6.94% | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.42% | — | -6.55% | |
| 45 | WMT | Walmart INC | 股票-非周期性消费 | 0.39% | — | +10.49% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.39% | — | -7.02% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.38% | — | -14.82% | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.38% | — | -2.37% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.38% | — | +0.55% | |
| 50 | XLF | Ss Financial Select Sector | ETF-其他 | 0.38% | -0.12% | -5.69% |