CIK: 0001697490
申报总市值
US$43.0亿
仅显示前 200 大持股（共 1085 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 | 3.20% | -0.29% | +0.32% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 3.14% | -0.26% | +19.74% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.18% | -0.42% | -14.56% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.90% | +0.15% | +36.83% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.85% | -0.24% | +2.79% | |
| 6 | TSLA | Tesla INC | 股票-周期性消费 | 1.54% | -0.38% | +524.11% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.52% | — | +2.92% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.50% | -1.00% | EXIT | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.48% | -0.25% | +4.37% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.36% | — | +11.40% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.24% | +0.40% | -31.60% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.19% | — | +1.31% | |
| 13 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.15% | — | +344.05% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.12% | — | -2.42% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.11% | — | +0.69% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.01% | — | +3.04% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.96% | — | -45.11% | |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.95% | +0.21% | +411.36% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.89% | — | -7.46% | |
| 20 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 0.86% | — | +10.10% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.78% | — | +67.61% | |
| 22 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.75% | — | -5.56% | |
| 23 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.74% | — | +11.99% | |
| 24 | YEAR | AB Ultra Short Income ETF | ETF-其他 | 0.72% | +0.28% | +995.55% | |
| 25 | FTA | First Trust L C Val Alp | ETF-其他 | 0.71% | — | -1.64% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.69% | — | -0.03% | |
| 27 | SSUS | Day Hagan Smart Sector ETF | ETF-其他 | 0.69% | — | -4.26% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | — | +5.30% | |
| 29 | HYDB | Ishares High Yield Systemati | ETF-非投资级债 | 0.65% | — | -14.82% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.63% | +0.23% | +14.54% | |
| 31 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.59% | — | +8.63% | |
| 32 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.58% | — | +183.34% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.58% | — | +7.64% | |
| 34 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.57% | — | -13.59% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.56% | -0.17% | +3.59% | |
| 36 | AIRR | First Trust Rba American Ind | ETF-其他 | 0.56% | -0.23% | +5.25% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.54% | — | +41.15% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.53% | — | +9.61% | |
| 39 | GSST | Goldman Sachs Ultra Short Bo | ETF-避险与商品 | 0.52% | — | — | |
| 40 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.51% | +0.13% | +12.55% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.51% | +0.23% | +122.37% | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.51% | — | +17.36% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | — | +11.87% | |
| 44 | XLF | Ss Financial Select Sector | ETF-其他 | 0.48% | -0.12% | +11.73% | |
| 45 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.47% | — | -8.23% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.46% | — | +2.17% | |
| 47 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.46% | -0.29% | EXIT | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.45% | — | -39.75% | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.45% | — | +4.93% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.43% | — | +1.07% |