CIK: 0001737109
申报总市值
US$125.4亿
仅显示前 200 大持股（共 1974 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 | 2.95% | -0.88% | +6.01% | |
| 2 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 2.85% | -0.53% | +9.89% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.19% | +0.23% | +3.57% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 1.95% | +0.36% | +2.06% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.83% | -0.32% | -2.88% | |
| 6 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 1.70% | -0.41% | +11.92% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.66% | -0.04% | -13.77% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | -0.19% | +3.74% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.35% | +0.34% | +4.87% | |
| 10 | BBIN | JPM Betabuilders Intl Eqty | ETF-其他 | 1.30% | -0.38% | +10.74% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.06% | -0.23% | -0.27% | |
| 12 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 1.03% | — | +7.48% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.01% | — | -8.02% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.95% | +0.09% | +3.09% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.92% | -0.16% | +2.57% | |
| 16 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.82% | — | +14.85% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.81% | -0.19% | +1.88% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.76% | -0.06% | +45.93% | |
| 19 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 0.75% | -0.14% | +12.02% | |
| 20 | BND | Vanguard Total Bond Market | ETF-其他 | 0.75% | -0.18% | +3.83% | |
| 21 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-其他 | 0.75% | — | +11.20% | |
| 22 | IDUB | Aptus Intl Enhan Yld ETF | ETF-其他 | 0.74% | -0.02% | +10.63% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.74% | — | +0.98% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.67% | — | +3.42% | |
| 25 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.66% | +0.18% | -4.16% | |
| 26 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.65% | +0.08% | +7.01% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.64% | +0.32% | +5.07% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.62% | — | +10.12% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.57% | — | -0.47% | |
| 30 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.57% | — | -9.24% | |
| 31 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 0.56% | +0.38% | +414.92% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | +0.01% | +2.74% | |
| 33 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.52% | +0.09% | -7.86% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.51% | — | +3.34% | |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.51% | — | +3.51% | |
| 36 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.50% | — | -2.61% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.49% | — | +3.77% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.48% | — | -11.36% | |
| 39 | TSLA | Tesla INC | 股票-周期性消费 | 0.48% | — | +3.36% | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.47% | — | +13.76% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.47% | — | +7.50% | |
| 42 | BKIE | Bny Mellon Intl Eqty ETF | ETF-其他 | 0.47% | — | +5.27% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | — | +2.71% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.46% | — | +41.50% | |
| 45 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.46% | — | +9.03% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.44% | -0.03% | +7.31% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.44% | +0.08% | -1.47% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.44% | — | +7.11% | |
| 49 | SSUS | Day Hagan Smart Sector ETF | ETF-其他 | 0.43% | — | -10.78% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.42% | — | +7.04% |