CIK: 0002045414
申报总市值
US$1.6亿
仅显示前 200 大持股（共 298 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 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 8.31% | — | -1.43% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 8.15% | -0.69% | -0.14% | |
| 3 | AAPL | Apple INC | 股票-科技 | 8.12% | +0.79% | -3.42% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.07% | +0.26% | +0.02% | |
| 5 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 4.89% | — | +0.30% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.65% | +0.19% | -0.30% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 3.86% | +0.10% | -0.71% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 3.80% | +0.06% | -0.09% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.13% | — | -1.02% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.47% | — | +2.21% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.37% | -0.11% | -0.20% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.26% | -0.17% | -0.95% | |
| 13 | JUCY | Aptus Enhanced Yield ETF | ETF-其他 | 1.78% | — | -9.20% | |
| 14 | TGTX | Tg Therapeutics INC | 股票-医疗保健 | 1.73% | -0.30% | -6.45% | |
| 15 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 1.65% | -0.06% | -1.32% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.64% | — | +4.57% | |
| 17 | GILD | Gilead Sciences INC | 股票-医疗保健 | 1.57% | +0.17% | — | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.25% | -0.07% | — | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.17% | — | — | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.16% | -0.14% | -0.24% | |
| 21 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.12% | +0.22% | +0.65% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.00% | — | -1.95% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | -0.14% | -1.43% | |
| 24 | NFLX | Netflix INC | 股票-通信服务 | 0.85% | -0.16% | +0.49% | |
| 25 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.84% | +0.12% | — | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.79% | -0.21% | +5.14% | |
| 27 | WMT | Walmart INC | 股票-非周期性消费 | 0.71% | -0.14% | -3.67% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | -0.12% | +2.18% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.68% | — | — | |
| 30 | SRE | Sempra | 股票-公用事业 | 0.67% | — | -4.53% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.66% | — | — | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.60% | +0.24% | +1.87% | |
| 33 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.57% | +0.11% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.51% | +0.32% | +0.79% | |
| 35 | DE | Deere & Co | 股票-工业 | 0.51% | — | — | |
| 36 | RELX | Relx PLC - Spon Adr | 股票-工业 | 0.50% | -0.07% | — | |
| 37 | PLSE | Pulse Biosciences INC | 股票-其他 | 0.48% | -0.12% | — | |
| 38 | PWR | Quanta Services INC | 股票-工业 | 0.48% | -0.12% | -0.97% | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.47% | — | +0.57% | |
| 40 | BR | Broadridge Financial Solutio | 股票-科技 | 0.46% | -0.15% | -2.17% | |
| 41 | PGR | Progressive CORP | 股票-金融 | 0.42% | -0.12% | -2.48% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.40% | — | — | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.39% | -0.09% | -6.39% | |
| 44 | CPRT | Copart INC | 股票-工业 | 0.38% | -0.15% | -0.21% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.38% | — | — | |
| 46 | AMT | American Tower CORP | 股票-房地产 | 0.38% | -0.11% | -0.72% | |
| 47 | MA | Mastercard INC - A | 股票-金融 | 0.35% | — | — | |
| 48 | ROP | Roper Technologies INC | 股票-科技 | 0.35% | -0.28% | EXIT | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.34% | — | — | |
| 50 | AVGO | Broadcom INC | 股票-科技 | 0.33% | — | +0.62% |