CIK: 0001728321
申报总市值
US$18.7亿
仅显示前 200 大持股（共 371 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 | 8.01% | -0.18% | +12.57% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.50% | -0.41% | +0.60% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-其他 | 4.06% | — | -1.61% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.93% | -0.44% | +17.03% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.88% | — | +34.29% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.71% | -0.70% | +11.21% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.58% | — | +8.83% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.52% | — | +8.93% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.37% | — | +1.01% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.36% | — | +13.59% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.32% | -0.43% | +16.04% | |
| 12 | NAD | Nuveen Quality Municipal Income Fund | 股票-其他 | 1.28% | — | -0.78% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.21% | +0.13% | +49.42% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.03% | — | +15.77% | |
| 15 | T | At&t INC | 股票-通信服务 | 0.97% | — | +65.42% | |
| 16 | IBOC | International Bancshares Crp | 股票-其他 | 0.92% | — | — | |
| 17 | VZ | Verizon Communications INC | 股票-通信服务 | 0.80% | — | +13.64% | |
| 18 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.77% | — | +1.54% | |
| 19 | IYF | Ishares US Financials ETF | ETF-其他 | 0.73% | — | -1.23% | |
| 20 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.70% | — | +14.47% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.64% | -1.06% | +40.32% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | — | +32.72% | |
| 23 | SSIRX | Ocean Park Tactcal Co In-ins | 股票-其他 | 0.61% | — | — | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.61% | — | +340.27% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 0.59% | -0.09% | +26.40% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.59% | — | +29.16% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | +0.22% | -9.30% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.56% | — | +27.29% | |
| 29 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.56% | — | +0.27% | |
| 30 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.54% | — | +34.53% | |
| 31 | VBND | Vident US Bond Strat ETF | ETF-其他 | 0.52% | — | -0.55% | |
| 32 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.52% | — | +6.79% | |
| 33 | VTV | Vanguard Value ETF | ETF-其他 | 0.52% | — | +7.00% | |
| 34 | VIDI | Vident Intl Eqty Strat ETF | ETF-其他 | 0.51% | — | -0.65% | |
| 35 | VUSE | Vident US Eqty Strat ETF | ETF-其他 | 0.51% | — | +3.05% | |
| 36 | MO | Altria Group INC | 股票-非周期性消费 | 0.50% | — | +53.05% | |
| 37 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.50% | — | -57.11% | |
| 38 | BXUSD | Blackstone Group Lp/the | 股票-其他 | 0.50% | — | +120.14% | |
| 39 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.49% | — | +100.76% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | — | +18.34% | |
| 41 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.47% | — | +31.83% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.47% | — | +4.43% | |
| 43 | ✓ | 股票-其他 | 0.46% | — | +21.19% | ||
| 44 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 0.45% | — | +0.18% | |
| 45 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.45% | — | +37.73% | |
| 46 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.44% | — | -6.33% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.44% | -0.66% | +135.31% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.44% | — | +28.75% | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.43% | — | -14.48% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.41% | — | +21.29% |