CIK: 0001737109
申报总市值
US$125.4亿
仅显示前 200 大持股（共 1901 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 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 2.88% | -0.88% | +11.76% | |
| 2 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 2.77% | -0.53% | +23.35% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.03% | -0.04% | -0.66% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.96% | -0.32% | -9.37% | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.91% | +0.23% | +2.47% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.82% | +0.36% | +3.11% | |
| 7 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 1.70% | -0.41% | +32.18% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.56% | -0.19% | +10.13% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.34% | +0.34% | +6.46% | |
| 10 | BBIN | JPM Betabuilders Intl Eqty | ETF-其他 | 1.26% | -0.38% | +13.44% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.13% | — | -0.42% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.10% | -0.23% | +2.89% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.03% | +0.09% | +6.33% | |
| 14 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 1.03% | — | +20.51% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.91% | -0.16% | +1.64% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.83% | -0.19% | +0.73% | |
| 17 | BND | Vanguard Total Bond Market | ETF-其他 | 0.80% | -0.18% | +13.44% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.76% | — | +3.13% | |
| 19 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.74% | — | +8.51% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.72% | — | +9.35% | |
| 21 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.72% | +0.18% | -0.02% | |
| 22 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 0.71% | -0.14% | +38.82% | |
| 23 | IDUB | Aptus Intl Enhan Yld ETF | ETF-其他 | 0.71% | -0.02% | +45.57% | |
| 24 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.70% | — | +10.23% | |
| 25 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-其他 | 0.70% | — | +28.20% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.63% | +0.32% | +6.29% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.61% | +0.08% | -6.29% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.60% | — | +6.33% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.59% | +0.09% | +0.93% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.59% | — | +8.67% | |
| 31 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.58% | — | +10.02% | |
| 32 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.57% | — | +170.57% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.57% | — | -1.93% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | +0.01% | +9.06% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.54% | — | +6.13% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.53% | — | +2.07% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.53% | -0.06% | +44.21% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.53% | — | +32.74% | |
| 39 | SSUS | Day Hagan Smart Sector ETF | ETF-其他 | 0.50% | — | -8.61% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | +15.99% | |
| 41 | BKIE | Bny Mellon Intl Eqty ETF | ETF-其他 | 0.48% | — | +62.67% | |
| 42 | INTF | Ishares International Equity | ETF-其他 | 0.46% | +0.18% | +11.10% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.45% | — | +6.07% | |
| 44 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.44% | — | +5.44% | |
| 45 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.43% | — | +0.07% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.42% | — | +13.09% | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.41% | — | +15.81% | |
| 48 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.38% | — | +918.50% | |
| 49 | SECT | Main Sector Rotation ETF | ETF-其他 | 0.38% | -0.43% | -29.44% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.37% | — | +3.76% |