CIK: 0001801720
申报总市值
US$5.6亿
仅显示前 200 大持股（共 1339 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 | 5.04% | — | -3.23% | |
| 2 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-其他 | 4.09% | — | +8.10% | |
| 3 | FPEI | First Trust Institutional Pr | ETF-其他 | 3.94% | — | +1.28% | |
| 4 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 3.41% | +0.04% | +2.57% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.16% | -0.56% | +3.11% | |
| 6 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 2.93% | +0.06% | +7.36% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.61% | +0.19% | +10.06% | |
| 8 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 2.54% | — | +18.46% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 2.17% | +0.12% | -4.00% | |
| 10 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.73% | — | +13.78% | |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.68% | — | +11.67% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.65% | — | -0.05% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.63% | — | -0.82% | |
| 14 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.53% | — | +7.30% | |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.47% | — | +8.64% | |
| 16 | BSMR | Invesco Bulletshares 2027 Mb | ETF-其他 | 1.42% | +0.11% | +2.34% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.40% | +0.38% | -1.36% | |
| 18 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 1.26% | +0.03% | +3.61% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.24% | — | +0.80% | |
| 20 | JIG | Jpmorgan International Growt | ETF-其他 | 1.22% | — | +2.09% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.12% | -0.11% | +1.09% | |
| 22 | FICS | Ft International Dev Cap Str | ETF-其他 | 1.07% | — | +10.88% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.96% | +0.23% | -0.33% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.95% | — | +19.55% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 0.95% | -0.15% | -0.16% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.93% | -0.11% | +4.22% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.92% | -0.13% | +946.73% | |
| 28 | BSMS | Invesco Bulletshares 2028 Mb | ETF-其他 | 0.84% | -0.28% | +3.15% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.83% | — | +0.54% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.76% | +0.06% | -2.32% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.72% | -0.08% | +8.58% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.64% | +0.18% | — | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.63% | — | +1.02% | |
| 34 | ADP | Automatic Data Processing | 股票-科技 | 0.61% | -0.10% | — | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.58% | -0.06% | — | |
| 36 | BSMU | Invesco Bulletshares 2030 Mb | ETF-其他 | 0.58% | -0.07% | +29.22% | |
| 37 | BSMV | Invesco Bulletshares 2031 Mb | ETF-其他 | 0.57% | -0.09% | +29.39% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.57% | — | -16.33% | |
| 39 | BSMT | Invesco Bulletshares 2029 Mb | ETF-其他 | 0.56% | — | +11.29% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.52% | — | +19.63% | |
| 41 | DWM | Wisdomtree International Equ | ETF-其他 | 0.51% | +0.03% | +7.26% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.49% | — | +0.15% | |
| 43 | STBA | S & T Bancorp INC | 股票-其他 | 0.49% | — | — | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.49% | — | -0.97% | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.47% | -0.08% | +0.02% | |
| 46 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.46% | — | +4.00% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | +15.97% | |
| 48 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.42% | — | -1.14% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.41% | — | +5.60% | |
| 50 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.40% | — | +5.45% |