CIK: 0001729299
申报总市值
US$14.6亿
仅显示前 200 大持股（共 226 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 9.28% | -0.55% | +48.83% | |
| 2 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 4.74% | — | +2.17% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.69% | -0.85% | -0.68% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 2.50% | — | +27.54% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.19% | — | +4.53% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.95% | — | +112.20% | |
| 7 | CDC | Victoryshares US Eq Income E | ETF-其他 | 1.92% | — | +0.23% | |
| 8 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 1.84% | — | -0.58% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.83% | -0.45% | +0.54% | |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.76% | — | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.72% | — | +0.54% | |
| 12 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 1.49% | — | +11.01% | |
| 13 | FVC | First Trust Dorsey Wright Dy | ETF-其他 | 1.28% | — | -1.79% | |
| 14 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.24% | — | +1.46% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.22% | +0.05% | -1.33% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.20% | — | +1.31% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.18% | — | -1.52% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.16% | -0.02% | +1.90% | |
| 19 | PDP | Invesco Dorsey Wright Moment | ETF-其他 | 1.10% | — | -0.98% | |
| 20 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 1.09% | — | +0.24% | |
| 21 | T | At&t INC | 股票-通信服务 | 1.07% | — | +2.39% | |
| 22 | INTC | Intel CORP | 股票-科技 | 1.07% | — | +1.44% | |
| 23 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.06% | — | -2.45% | |
| 24 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.05% | — | +2.30% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.04% | -0.29% | +6.10% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.00% | +0.15% | +3.03% | |
| 27 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.96% | — | -1.32% | |
| 28 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.95% | — | -1.54% | |
| 29 | IDV | Ishares International Select | ETF-其他 | 0.93% | — | -0.19% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.93% | — | -2.04% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.91% | — | +2.82% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.91% | — | +0.25% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.89% | -0.21% | +1.54% | |
| 34 | FSICUSD | Fs Kkr Capital CORP | 股票-其他 | 0.87% | — | -6.26% | |
| 35 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.85% | — | -0.59% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.82% | — | +11.87% | |
| 37 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.76% | — | +5.12% | |
| 38 | INTF | Ishares International Equity | ETF-其他 | 0.71% | — | +13.60% | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.71% | — | -0.23% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.69% | — | +4.61% | |
| 41 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.68% | — | +9.72% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | — | +1.95% | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.62% | -0.11% | +0.77% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.59% | — | +0.56% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.57% | — | +14.15% | |
| 46 | FDT | First Trust Develp Mkt Ex-us | ETF-其他 | 0.57% | — | -0.98% | |
| 47 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.56% | — | +0.35% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.52% | — | -4.79% | |
| 49 | BA | Boeing Co/the | 股票-工业 | 0.51% | — | -0.09% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.51% | — | -0.48% |