CIK: 0001729299
申报总市值
US$14.6亿
仅显示前 200 大持股（共 283 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 | 10.40% | -0.55% | +0.13% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.87% | -0.85% | -3.24% | |
| 3 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 4.06% | — | +2.70% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.11% | — | +4.24% | |
| 5 | FTCS | First Trust Capital Strength | ETF-其他 | 2.56% | — | +10.07% | |
| 6 | TSLA | Tesla INC | 股票-周期性消费 | 2.05% | -0.58% | -16.72% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.01% | -0.45% | -0.69% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.82% | — | +2.88% | |
| 9 | CDC | Victoryshares US Eq Income E | ETF-其他 | 1.76% | — | +41.48% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.64% | -0.02% | -6.30% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.61% | — | +1.00% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.48% | — | -33.55% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.43% | -0.29% | +23.12% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.40% | — | +2.12% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.31% | — | +1.95% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.31% | — | +71.23% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.28% | — | — | |
| 18 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.18% | — | — | |
| 19 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 1.16% | — | +19.14% | |
| 20 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.04% | — | +5.95% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.01% | — | +9.05% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.97% | — | -0.18% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.95% | — | -23.23% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.93% | +0.05% | -0.24% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.89% | +0.06% | -0.75% | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 0.87% | +0.30% | -7.66% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.78% | — | -1.28% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.77% | -0.21% | -6.23% | |
| 29 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.73% | — | +714.17% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.73% | — | -0.72% | |
| 31 | T | At&t INC | 股票-通信服务 | 0.71% | — | -1.88% | |
| 32 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.71% | — | -2.35% | |
| 33 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.70% | — | -17.41% | |
| 34 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.70% | — | +67.76% | |
| 35 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.68% | — | — | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.68% | +0.03% | -8.45% | |
| 37 | BA | Boeing Co/the | 股票-工业 | 0.66% | — | +1.15% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.63% | — | +15.91% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.62% | — | +0.88% | |
| 40 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.62% | — | +8.25% | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.59% | — | -0.02% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | -4.70% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.58% | — | +1.45% | |
| 44 | ✓ | Danimer Scientific INC | 股票-其他 | 0.53% | — | +62.43% | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.51% | -0.11% | -3.48% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | — | +0.11% | |
| 47 | HD | Home Depot INC | 股票-周期性消费 | 0.49% | — | -8.17% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | +0.15% | +4.27% | |
| 49 | IP | International Paper Co | 股票-周期性消费 | 0.48% | — | -18.33% | |
| 50 | BND | Vanguard Total Bond Market | ETF-其他 | 0.46% | — | -6.52% |