CIK: 0001801720
申报总市值
US$5.6亿
仅显示前 200 大持股（共 1316 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 | 5.51% | — | -0.03% | |
| 2 | FPEI | First Trust Institutional Pr | ETF-其他 | 4.06% | — | +94.61% | |
| 3 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-其他 | 3.96% | — | -0.28% | |
| 4 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 3.64% | +0.04% | +3.06% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 3.15% | +0.06% | +3.49% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.00% | -0.56% | +2.33% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.65% | +0.19% | +338.53% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 2.47% | +0.12% | -4.38% | |
| 9 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 2.12% | — | +7.97% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.79% | — | +13.39% | |
| 11 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.56% | — | +7.38% | |
| 12 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.53% | — | +9.32% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.52% | — | +1.00% | |
| 14 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.48% | — | +20008.08% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.46% | +0.38% | -0.09% | |
| 16 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.43% | — | — | |
| 17 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 1.41% | +0.03% | +9.09% | |
| 18 | BSMR | Invesco Bulletshares 2027 Mb | ETF-其他 | 1.32% | +0.11% | +384.46% | |
| 19 | JIG | Jpmorgan International Growt | ETF-其他 | 1.23% | — | +15.90% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.21% | — | -2.02% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.20% | +0.23% | -0.29% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | -0.11% | +19.68% | |
| 23 | FICS | Ft International Dev Cap Str | ETF-其他 | 1.02% | — | +19.30% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.85% | -0.11% | -0.20% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.84% | — | -0.32% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.84% | — | +17.78% | |
| 27 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.83% | — | -12.33% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.77% | +0.06% | +2.04% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.75% | -0.15% | — | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.72% | +0.18% | -4.54% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 0.68% | -0.10% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.66% | -0.08% | -1.37% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.65% | — | — | |
| 34 | ABBV | Abbvie INC | 股票-医疗保健 | 0.63% | — | +0.10% | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.58% | — | -4.58% | |
| 36 | STBA | S & T Bancorp INC | 股票-其他 | 0.57% | — | — | |
| 37 | BA | Boeing Co/the | 股票-工业 | 0.57% | — | +60.10% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.53% | -0.06% | -0.55% | |
| 39 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.53% | — | — | |
| 40 | BSMV | Invesco Bulletshares 2031 Mb | ETF-其他 | 0.52% | -0.09% | +18.33% | |
| 41 | BSMT | Invesco Bulletshares 2029 Mb | ETF-其他 | 0.52% | — | +17.82% | |
| 42 | BSMU | Invesco Bulletshares 2030 Mb | ETF-其他 | 0.52% | -0.07% | +17.89% | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.51% | — | +5.80% | |
| 44 | DWM | Wisdomtree International Equ | ETF-其他 | 0.51% | +0.03% | +0.23% | |
| 45 | BSMO | Invesco Bulletshares 2024 Mb | ETF-其他 | 0.48% | — | +16.43% | |
| 46 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.48% | — | -1.55% | |
| 47 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.48% | — | +16.73% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.45% | -0.08% | +1.90% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.45% | — | — | |
| 50 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-其他 | 0.45% | +0.27% | +18.12% |