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 | 6.12% | -1.16% | +23.31% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.86% | +0.18% | -4.54% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.78% | +0.55% | -1.01% | |
| 4 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 3.03% | +0.25% | +11.97% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.79% | -1.87% | +7.48% | |
| 6 | IDUB | Aptus Intl Enhan Yld ETF | ETF-其他 | 2.58% | +0.15% | +21.11% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.33% | — | -3.43% | |
| 8 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 2.10% | +0.22% | +19.45% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.05% | -0.32% | +1.13% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.05% | -0.30% | +78.19% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.95% | — | -8.76% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.91% | — | +15.53% | |
| 13 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-其他 | 1.84% | +1.73% | +13.35% | |
| 14 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 1.62% | — | +55.57% | |
| 15 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-其他 | 1.61% | — | +49.99% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.59% | +0.24% | -3.30% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.44% | -0.26% | -1.58% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.25% | -0.21% | -1.91% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.18% | -0.16% | +3.66% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.14% | +0.05% | -11.48% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.09% | -0.29% | -3.02% | |
| 22 | JUCY | Aptus Enhanced Yield ETF | ETF-其他 | 1.00% | +0.13% | +12.42% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.92% | — | +4.20% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.87% | — | -1.58% | |
| 25 | RNST | Renasant CORP | 股票-其他 | 0.83% | — | +0.28% | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.78% | — | -0.25% | |
| 27 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.78% | -0.09% | — | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | -0.15% | -10.39% | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.74% | — | +4.16% | |
| 30 | MBB | Ishares Mbs ETF | ETF-其他 | 0.74% | — | -4.83% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | — | +19.69% | |
| 32 | WMT | Walmart INC | 股票-非周期性消费 | 0.64% | +0.12% | +4.65% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | — | -0.24% | |
| 34 | ABBV | Abbvie INC | 股票-医疗保健 | 0.60% | +0.19% | -12.18% | |
| 35 | CRM | Salesforce INC | 股票-科技 | 0.59% | -0.10% | -10.49% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.58% | — | -21.56% | |
| 37 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.58% | — | -0.34% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.56% | +0.26% | +941.33% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.55% | — | -6.04% | |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.54% | -0.10% | -0.38% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.53% | +0.20% | +332.17% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | -0.21% | +9.20% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.50% | -0.22% | -0.77% | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.49% | — | -0.88% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.48% | — | -19.85% | |
| 46 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.48% | — | -3.21% | |
| 47 | NEE | Nextera Energy INC | 股票-公用事业 | 0.47% | — | -14.71% | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.45% | -0.12% | -0.51% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.45% | — | +578.28% | |
| 50 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.44% | — | -0.41% |