CIK: 0001765690
申报总市值
US$12.9亿
仅显示前 200 大持股（共 268 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 | AAPL | Apple INC | 股票-科技 | 4.27% | -0.19% | -0.72% | |
| 2 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.86% | +0.14% | -0.77% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.73% | — | +43.73% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.28% | — | +0.54% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.27% | — | +11.01% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 3.16% | — | -1.28% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 2.88% | -0.22% | -2.17% | |
| 8 | CDC | Victoryshares US Eq Income E | ETF-其他 | 2.13% | — | +5.71% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.87% | — | -2.27% | |
| 10 | XSVM | Invesco S&p Smallcap Value W | ETF-其他 | 1.85% | — | +54.78% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.47% | +1.05% | |
| 12 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.60% | +0.07% | -6.16% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.38% | — | +5.70% | |
| 14 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 1.33% | -0.29% | EXIT | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | — | +0.66% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.06% | — | +11.77% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.01% | — | -34.75% | |
| 18 | GSG | Ishares S&p Gsci Commodity I | ETF-避险与商品 | 1.00% | — | +0.87% | |
| 19 | FYC | First Trust Small Cap Growth | ETF-中小型股 | 0.98% | — | -0.46% | |
| 20 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.97% | — | +121.42% | |
| 21 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 0.96% | — | +11.82% | |
| 22 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.90% | -0.17% | -4.59% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.86% | — | +9.94% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.85% | — | -3.09% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 0.84% | — | +3.02% | |
| 26 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.77% | — | -6.24% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | +0.12% | +0.68% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.73% | — | -1.99% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.67% | — | -8.66% | |
| 30 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 股票-其他 | 0.65% | — | -0.88% | |
| 31 | TDTT | Flexshares Iboxx 3-year Targ | ETF-其他 | 0.64% | — | -22.79% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.63% | — | +1.58% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.63% | +0.33% | -8.91% | |
| 34 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.62% | +0.16% | +44.05% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.62% | — | -6.56% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.60% | -0.33% | +4.82% | |
| 37 | FNX | First Trust Mid Cap Core Alp | ETF-其他 | 0.59% | — | -10.03% | |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.59% | -0.18% | +28.77% | |
| 39 | FYX | First Trust Small Cap Core A | ETF-中小型股 | 0.58% | — | -8.50% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | — | +4.42% | |
| 41 | PGX | Invesco Preferred ETF | ETF-其他 | 0.54% | — | +0.14% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.53% | — | -11.33% | |
| 43 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-其他 | 0.53% | — | +41.48% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.51% | — | -0.93% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.48% | — | +0.50% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.48% | — | -13.33% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.47% | — | +2.24% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.46% | — | -10.37% | |
| 49 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.46% | — | -1.83% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.44% | — | +185.56% |