CIK: 0001855567
申报总市值
US$8.0亿
仅显示前 200 大持股（共 218 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 | AMLP | Alerian Mlp ETF | ETF-其他 | 4.76% | +1.51% | +19.28% | |
| 2 | TDW | Tidewater INC | 股票-能源 | 4.29% | — | -6.33% | |
| 3 | ARCC | Ares Capital CORP | 股票-金融 | 3.92% | — | +21.92% | |
| 4 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 3.22% | -0.42% | +484.28% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.10% | +1.06% | -6.57% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.81% | -0.27% | +21.08% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.80% | +0.78% | +2.81% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.48% | -0.71% | +23.29% | |
| 9 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 2.27% | — | +6.38% | |
| 10 | AMT | American Tower CORP | 股票-房地产 | 1.71% | — | +46.43% | |
| 11 | USRT | Ishares Core US Reit ETF | ETF-其他 | 1.68% | — | +116.36% | |
| 12 | PLD | Prologis INC | 股票-房地产 | 1.61% | +0.11% | +45.15% | |
| 13 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.60% | — | -0.58% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.46% | — | +5.17% | |
| 15 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 1.36% | — | -75.33% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.24% | +0.46% | +27.71% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.16% | — | +8.67% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.13% | — | +21.54% | |
| 19 | EQIX | Equinix INC | 股票-房地产 | 1.07% | +0.22% | +23.37% | |
| 20 | FNOV | Ft Vest US Equity Buffer ETF | ETF-其他 | 1.07% | — | -0.56% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.07% | -0.21% | +15.08% | |
| 22 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.03% | — | +19.12% | |
| 23 | ASML | ASML Holding N.V. | 股票-科技 | 1.02% | +0.23% | +37.82% | |
| 24 | SHEL | Shell Plc-adr | 股票-能源 | 0.94% | +0.15% | +27.90% | |
| 25 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.94% | — | -1.61% | |
| 26 | CCI | Crown Castle INC | 股票-房地产 | 0.91% | — | +28.64% | |
| 27 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | 0.88% | — | +20.49% | |
| 28 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.84% | +0.06% | +24.52% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.81% | -0.27% | +39.83% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | — | +22.70% | |
| 31 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.81% | — | -3.83% | |
| 32 | SPG | Simon Property Group INC | 股票-房地产 | 0.72% | +0.04% | +19.31% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | -0.13% | +25.30% | |
| 34 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 0.67% | +0.07% | +26.32% | |
| 35 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.65% | — | +31.45% | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.64% | -0.44% | +14.95% | |
| 37 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.64% | -0.72% | EXIT | |
| 38 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.63% | — | -6.23% | |
| 39 | AVGO | Broadcom INC | 股票-科技 | 0.57% | — | +22.97% | |
| 40 | PSA | Public Storage | 股票-房地产 | 0.55% | — | +16.20% | |
| 41 | COP | Conocophillips | 股票-能源 | 0.55% | — | +10.25% | |
| 42 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.53% | +0.06% | +26.64% | |
| 43 | WELL | Welltower INC | 股票-房地产 | 0.53% | +0.18% | +18.44% | |
| 44 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.51% | +0.11% | +16.06% | |
| 45 | MA | Mastercard INC - A | 股票-金融 | 0.50% | — | +24.40% | |
| 46 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.50% | -0.19% | +20.91% | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.50% | — | +13.84% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | — | +21.15% | |
| 49 | HD | Home Depot INC | 股票-周期性消费 | 0.49% | — | +28.84% | |
| 50 | LIN | Linde plc | 股票-原材料 | 0.48% | +0.06% | +19.13% |