CIK: 0001964532
申报总市值
US$3.0亿
| # | 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 14.16% | — | +927.29% | |
| 2 | PSQUSD | Proshares Short Qqq | ETF-其他 | 13.62% | — | -30.27% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 13.19% | +0.24% | +89.25% | |
| 4 | SH1USD | Proshares Short S&p500 | ETF-其他 | 11.34% | — | -51.07% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 10.66% | +0.32% | +41.51% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 3.85% | +0.55% | -62.52% | |
| 7 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 3.02% | — | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.77% | +0.14% | -1.42% | |
| 9 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.48% | +0.23% | -1.80% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.33% | — | -1.22% | |
| 11 | FTCS | First Trust Capital Strength | ETF-其他 | 1.20% | -0.28% | EXIT | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 1.08% | +1.70% | +6.76% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.01% | -1.18% | EXIT | |
| 14 | AAPL | Apple INC | 股票-科技 | 0.94% | +0.08% | -13.57% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.94% | +0.41% | +10.08% | |
| 16 | RJF | Raymond James Financial INC | 股票-金融 | 0.93% | +0.05% | — | |
| 17 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.81% | +0.10% | -0.08% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.77% | +0.17% | +0.12% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | -0.07% | -2.16% | |
| 20 | SYK | Stryker CORP | 股票-医疗保健 | 0.73% | +0.04% | — | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.66% | — | -4.19% | |
| 22 | FNX | First Trust Mid Cap Core Alp | ETF-其他 | 0.63% | — | -7.04% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.61% | +0.04% | -1.55% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.53% | +0.07% | +2.75% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.47% | +0.09% | -3.48% | |
| 26 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.47% | — | -9.68% | |
| 27 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.42% | — | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.40% | +0.16% | +3.16% | |
| 29 | DBAW | Xtrackers Msci All World Ex | ETF-其他 | 0.39% | — | -5.26% | |
| 30 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.39% | — | +0.23% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.37% | — | -0.94% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.36% | — | +26.40% | |
| 33 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.33% | — | -0.28% | |
| 34 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.33% | +0.02% | — | |
| 35 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.32% | — | -4.17% | |
| 36 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.32% | +0.02% | — | |
| 37 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.31% | — | — | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.31% | +0.08% | -3.57% | |
| 39 | FMB | First Trust Managed Municipa | ETF-其他 | 0.30% | — | +3.51% | |
| 40 | OSK | Oshkosh CORP | 股票-工业 | 0.29% | +0.10% | — | |
| 41 | FTNT | Fortinet INC | 股票-科技 | 0.27% | -0.14% | EXIT | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.27% | — | -1.87% | |
| 43 | PFE | Pfizer INC | 股票-医疗保健 | 0.27% | — | -1.52% | |
| 44 | QDEF | Flexshares Quality Dividend | ETF-其他 | 0.26% | — | -0.99% | |
| 45 | F | Ford Motor Co | 股票-周期性消费 | 0.26% | — | -1.44% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.24% | — | — | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.24% | — | — | |
| 48 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.24% | — | -12.45% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.24% | — | -2.00% | |
| 50 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.22% | — | +0.19% |