CIK: 0001729299
申报总市值
US$14.6亿
仅显示前 200 大持股（共 236 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 | 11.50% | -0.55% | +0.83% | |
| 2 | AAPL | Apple INC | 股票-科技 | 7.50% | -0.85% | +276.48% | |
| 3 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 3.78% | — | +4.27% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.95% | — | +0.83% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.49% | — | +3.13% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.26% | -0.45% | +1.06% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.98% | -0.02% | -2.51% | |
| 8 | TSLA | Tesla INC | 股票-周期性消费 | 1.89% | -0.58% | +391.25% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.88% | — | -0.96% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 1.88% | — | -3.19% | |
| 11 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.64% | — | -0.87% | |
| 12 | CDC | Victoryshares US Eq Income E | ETF-其他 | 1.46% | — | -11.92% | |
| 13 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 1.42% | — | +1.45% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.35% | — | +3.40% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.34% | — | — | |
| 16 | AMD | Advanced Micro Devices | 股票-科技 | 1.20% | +0.30% | +174.29% | |
| 17 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.16% | — | +5.29% | |
| 18 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.15% | — | +15.42% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.15% | -0.29% | +3.47% | |
| 20 | FTCS | First Trust Capital Strength | ETF-其他 | 1.11% | — | +4.29% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.05% | +0.05% | +2.79% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.98% | +0.06% | +1.26% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.95% | — | +2.51% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.94% | -0.21% | -0.51% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.88% | — | -1.44% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.87% | — | +1.94% | |
| 27 | T | At&t INC | 股票-通信服务 | 0.86% | — | +8.99% | |
| 28 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 0.82% | — | +0.24% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.82% | — | +57.78% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.69% | — | +1.69% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.66% | +0.03% | +25.84% | |
| 32 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.65% | — | -0.97% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.64% | — | -1.58% | |
| 34 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.63% | — | -1.92% | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.62% | — | +29.99% | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.61% | — | +8.03% | |
| 37 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.60% | -0.11% | +2.27% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.59% | — | -17.22% | |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.56% | — | +67.23% | |
| 40 | IP | International Paper Co | 股票-周期性消费 | 0.56% | — | -26.40% | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.55% | — | +1.63% | |
| 42 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.55% | — | +1.21% | |
| 43 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.54% | — | -2.28% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.54% | — | -1.22% | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.53% | — | -0.57% | |
| 46 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.52% | — | -0.96% | |
| 47 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.50% | — | -0.78% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.50% | — | +0.73% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | — | +5.21% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.49% | — | +5.11% |