CIK: 0001967193
申报总市值
US$2.3亿
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 7.90% | +0.26% | +2.10% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.68% | -0.39% | -3.94% | |
| 3 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 5.21% | -0.11% | EXIT | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 4.99% | — | +2.04% | |
| 5 | AMD | Advanced Micro Devices | 股票-科技 | 4.01% | -0.35% | -1.74% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.64% | -0.33% | -1.66% | |
| 7 | LMBS | First Trust Low Duration Opp | ETF-其他 | 3.50% | — | — | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 3.18% | -0.52% | -1.42% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.75% | — | +5.80% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.53% | -0.38% | -1.27% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.31% | +0.02% | +5.61% | |
| 12 | BA | Boeing Co/the | 股票-工业 | 2.24% | -0.08% | +0.36% | |
| 13 | OKE | Oneok INC | 股票-能源 | 1.94% | +0.22% | +0.69% | |
| 14 | LGOV | First Tr Long Duration O-etf | ETF-其他 | 1.86% | — | — | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.52% | -0.04% | +3.80% | |
| 16 | XLE | Ss Energy Select Sector | ETF-其他 | 1.50% | +0.23% | +98.89% | |
| 17 | FEM | First Trust Emerging Markets | ETF-新兴市场 | 1.50% | +0.03% | +6.52% | |
| 18 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 1.40% | +0.04% | +5.48% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.31% | — | +8.49% | |
| 20 | FICS | Ft International Dev Cap Str | ETF-其他 | 1.30% | — | — | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.24% | +0.27% | -0.91% | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.10% | — | -1.05% | |
| 23 | NTRL | First Trust Equity Market Ne | ETF-其他 | 1.03% | — | +4.13% | |
| 24 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.99% | — | -1.28% | |
| 25 | CSX | Csx CORP | 股票-工业 | 0.98% | — | +1.65% | |
| 26 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.88% | — | +1.72% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.85% | — | -0.11% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.85% | — | -1.84% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.84% | — | -0.68% | |
| 30 | MU | Micron Technology INC | 股票-科技 | 0.83% | +0.07% | — | |
| 31 | USB | US Bancorp | 股票-金融 | 0.81% | — | +10.49% | |
| 32 | PEP | Pepsico INC | 股票-非周期性消费 | 0.80% | — | -1.05% | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.80% | — | +5.03% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | — | -9.24% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.78% | +0.15% | +22.01% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.78% | — | -81.61% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | — | +0.08% | |
| 38 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.74% | +0.06% | -0.62% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.72% | — | — | |
| 40 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.72% | — | +2.17% | |
| 41 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.72% | — | +4.77% | |
| 42 | DVN | Devon Energy CORP | 股票-能源 | 0.72% | — | — | |
| 43 | CRM | Salesforce INC | 股票-科技 | 0.71% | — | — | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.66% | — | +0.36% | |
| 45 | OGS | One Gas INC | 股票-公用事业 | 0.63% | — | -1.27% | |
| 46 | PFE | Pfizer INC | 股票-医疗保健 | 0.63% | — | +133.08% | |
| 47 | RTX | Rtx CORP | 股票-工业 | 0.63% | — | -4.42% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.63% | — | — | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.62% | — | -0.41% | |
| 50 | EVRG | Evergy INC | 股票-公用事业 | 0.61% | +0.09% | NEW |