CIK: 0001965810
申报总市值
US$5.0亿
仅显示前 200 大持股（共 857 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 | 5.22% | -1.16% | +255.77% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.26% | +0.18% | +42.39% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.94% | +0.55% | +72.77% | |
| 4 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 2.87% | +0.25% | +84.29% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.65% | -1.87% | +89.58% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.60% | — | +110.11% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.34% | -0.32% | -10.20% | |
| 8 | IDUB | Aptus Intl Enhan Yld ETF | ETF-其他 | 2.23% | +0.15% | +129.87% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.17% | — | +26.44% | |
| 10 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 1.80% | +0.22% | +136.81% | |
| 11 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-其他 | 1.73% | +1.73% | +141.86% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.70% | +0.24% | +69.82% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.66% | — | -3.31% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.58% | -0.26% | -9.28% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.37% | +0.05% | -15.23% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.31% | -0.16% | +6.71% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.30% | -0.21% | -7.40% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.30% | -0.30% | +785.36% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.21% | -0.29% | -3.98% | |
| 20 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-其他 | 1.13% | — | — | |
| 21 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 1.11% | — | — | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.08% | — | +18.17% | |
| 23 | JUCY | Aptus Enhanced Yield ETF | ETF-其他 | 0.98% | +0.13% | +64.03% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.92% | — | — | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.90% | -0.15% | -0.53% | |
| 26 | RNST | Renasant CORP | 股票-其他 | 0.86% | — | +0.92% | |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.83% | — | -9.14% | |
| 28 | MBB | Ishares Mbs ETF | ETF-其他 | 0.83% | — | -33.94% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.78% | — | -20.18% | |
| 30 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.75% | -0.09% | — | |
| 31 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.69% | — | +1.77% | |
| 32 | CRM | Salesforce INC | 股票-科技 | 0.68% | -0.10% | -3.66% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.68% | — | -15.90% | |
| 34 | ABBV | Abbvie INC | 股票-医疗保健 | 0.66% | +0.19% | -14.34% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.63% | — | +1.37% | |
| 36 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.62% | — | -7.39% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.60% | — | +1.05% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | -6.37% | |
| 39 | WMT | Walmart INC | 股票-非周期性消费 | 0.57% | +0.12% | +15.59% | |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.55% | -0.10% | -7.02% | |
| 41 | AVGO | Broadcom INC | 股票-科技 | 0.55% | +0.26% | +20.69% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | -0.21% | +23.28% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.51% | -0.22% | -1.54% | |
| 44 | NEE | Nextera Energy INC | 股票-公用事业 | 0.51% | — | -0.05% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.51% | — | -3.04% | |
| 46 | ETN | Eaton Corporation plc | 股票-工业 | 0.50% | — | +4.85% | |
| 47 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.49% | — | +9.72% | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.47% | -0.12% | +0.57% | |
| 49 | ADBE | Adobe INC | 股票-科技 | 0.46% | — | +17.72% | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.46% | — | -7.93% |