CIK: 0001801720
申报总市值
US$5.6亿
仅显示前 200 大持股（共 1381 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 | 5.60% | — | -1.46% | |
| 2 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-其他 | 3.56% | — | +1.95% | |
| 3 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 3.34% | +0.04% | +4.82% | |
| 4 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 3.23% | +0.06% | +1.15% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.77% | +0.19% | +1.77% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.75% | -0.56% | -3.04% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 2.67% | — | +4.15% | |
| 8 | FPEI | First Trust Institutional Pr | ETF-其他 | 1.88% | — | -54.28% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.84% | +0.12% | -1.83% | |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.79% | — | +1.15% | |
| 11 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.74% | — | -1.09% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.66% | — | -0.08% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.66% | — | -1.12% | |
| 14 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.51% | — | -2.94% | |
| 15 | BSMR | Invesco Bulletshares 2027 Mb | ETF-其他 | 1.47% | +0.11% | +0.19% | |
| 16 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.46% | — | -2.37% | |
| 17 | JIG | Jpmorgan International Growt | ETF-其他 | 1.35% | — | +14.07% | |
| 18 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 1.34% | +0.03% | +0.49% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.33% | — | -0.02% | |
| 20 | FICS | Ft International Dev Cap Str | ETF-其他 | 1.27% | — | +4.96% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.26% | -0.11% | +0.26% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.23% | +0.38% | -0.77% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 1.05% | -0.15% | -19.32% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.97% | -0.11% | +0.17% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.96% | -0.13% | +0.54% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.93% | +0.23% | +3.26% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.87% | — | -0.73% | |
| 28 | BSMS | Invesco Bulletshares 2028 Mb | ETF-其他 | 0.86% | -0.28% | +3.63% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.72% | -0.08% | +0.44% | |
| 30 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.71% | — | +46.41% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 0.70% | -0.10% | -1.97% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.69% | — | -11.73% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.63% | — | +2.06% | |
| 34 | BSMT | Invesco Bulletshares 2029 Mb | ETF-其他 | 0.61% | — | +9.23% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.60% | -0.06% | — | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.59% | +0.18% | -0.65% | |
| 37 | BSMU | Invesco Bulletshares 2030 Mb | ETF-其他 | 0.58% | -0.07% | +1.79% | |
| 38 | BSMV | Invesco Bulletshares 2031 Mb | ETF-其他 | 0.57% | -0.09% | — | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.56% | +0.06% | -3.42% | |
| 40 | DWM | Wisdomtree International Equ | ETF-其他 | 0.55% | +0.03% | +5.20% | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.53% | — | — | |
| 42 | STBA | S & T Bancorp INC | 股票-其他 | 0.53% | — | — | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.53% | — | -0.70% | |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.48% | -0.08% | -0.83% | |
| 45 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-其他 | 0.48% | +0.27% | +5.64% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | — | |
| 47 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.45% | — | +2.21% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.42% | — | +0.15% | |
| 49 | PFE | Pfizer INC | 股票-医疗保健 | 0.42% | — | -4.16% | |
| 50 | FISV | Fiserv INC | 股票-其他 | 0.41% | — | — |