CIK: 0001979372
申报总市值
US$5.7亿
仅显示前 200 大持股（共 1347 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 | 4.10% | +0.39% | +139.64% | |
| 2 | VOXR | Vox Royalty CORP | 股票-其他 | 3.89% | +0.30% | -8.22% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.86% | — | +1.45% | |
| 4 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 3.82% | — | +1.89% | |
| 5 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 3.44% | — | +4.17% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 3.26% | — | +5.76% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.22% | — | +8.97% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.01% | — | +5.39% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.87% | — | +464.44% | |
| 10 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-其他 | 1.74% | — | +3.30% | |
| 11 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 1.73% | — | +3.96% | |
| 12 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.66% | +0.29% | +184.33% | |
| 13 | JUCY | Aptus Enhanced Yield ETF | ETF-其他 | 1.64% | — | +5.66% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.62% | — | +259.30% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.61% | +0.12% | +6.40% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.56% | — | +1.00% | |
| 17 | TSLA | Tesla INC | 股票-周期性消费 | 1.50% | -0.15% | +2.34% | |
| 18 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 1.49% | -0.27% | +206.62% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.31% | — | +23.45% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.27% | — | +8.75% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.13% | +0.15% | +5.17% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.12% | — | +3.60% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | — | +55.66% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.09% | — | +103.42% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.07% | — | +4.64% | |
| 26 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 1.07% | — | +6.13% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.05% | — | +30.14% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.05% | +0.15% | -1.49% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.00% | — | +199.41% | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.88% | — | +24.47% | |
| 31 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.87% | — | -1.99% | |
| 32 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.83% | +0.09% | +0.34% | |
| 33 | RWJ | Invesco S&p Smallcap 600 | ETF-其他 | 0.80% | — | +161.27% | |
| 34 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.70% | — | -2.68% | |
| 35 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.66% | -0.18% | -2.98% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.64% | — | +3.60% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.63% | — | -4.97% | |
| 38 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.61% | — | +234.07% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | — | +2.59% | |
| 40 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 0.57% | -0.20% | +201672.58% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.56% | +0.14% | +4.72% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.56% | — | +0.14% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.55% | — | -4.21% | |
| 44 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 0.54% | — | +21.73% | |
| 45 | VUG | Vanguard Growth ETF | ETF-其他 | 0.54% | — | +19.96% | |
| 46 | KEY 5.65 PERP F | Keycorp | 股票-金融 | 0.51% | -0.13% | +177.60% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.47% | — | +127.91% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | — | +16.28% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.45% | — | +0.72% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.43% | -0.16% | +48.03% |