CIK: 0001677501
申报总市值
US$7.1亿
仅显示前 200 大持股（共 511 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 | CB | Chubb Limited | 股票-金融 | 6.65% | -0.75% | -0.76% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.67% | -2.19% | +4.79% | |
| 3 | PAUG | Innovator U.s. Equity Power | ETF-其他 | 2.99% | — | -0.54% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.86% | -1.16% | +5.32% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | -0.94% | +10.58% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.86% | -0.66% | +0.08% | |
| 7 | IAPR | Innovator International Deve | ETF-其他 | 1.84% | — | -1.23% | |
| 8 | KJUL | Innovator U.s. Small Cap Pow | ETF-中小型股 | 1.80% | — | -0.68% | |
| 9 | BAUG | Innovator U.s. Equity Buffer | ETF-其他 | 1.70% | — | -0.60% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.48% | — | +9.23% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.42% | -0.59% | +4.60% | |
| 12 | BALT | Inn Defined Wealth Shield | ETF-其他 | 1.42% | +2.59% | NEW | |
| 13 | CNA | Cna Financial CORP | 股票-其他 | 1.30% | — | -1.30% | |
| 14 | ITT | Itt INC | 股票-工业 | 1.23% | -0.05% | -26.48% | |
| 15 | NJUL | Innovator Growth 100 Power B | ETF-其他 | 1.06% | — | -0.75% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.01% | -0.42% | -1.23% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.96% | — | -2.36% | |
| 18 | FCOM | Fidelity Msci Comm Serv Indx | ETF-其他 | 0.95% | — | +156.64% | |
| 19 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.91% | — | +866.78% | |
| 20 | FIDU | Fidelity Msci Indust Indx | ETF-其他 | 0.90% | — | -10.60% | |
| 21 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.82% | — | -1.49% | |
| 22 | GLTR | Abrdn Precious Metals Basket | ETF-其他 | 0.79% | — | +14.97% | |
| 23 | ACN | Accenture plc | 股票-科技 | 0.79% | +0.09% | -0.77% | |
| 24 | HDG | Proshares Hedge Replicat ETF | ETF-其他 | 0.76% | — | -0.32% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.74% | — | -9.02% | |
| 26 | TSLA | Tesla INC | 股票-周期性消费 | 0.74% | — | +72.62% | |
| 27 | EJUL | Innovator Emerging Markets P | ETF-新兴市场 | 0.72% | — | +3.53% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.72% | — | +0.29% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.66% | — | +4.72% | |
| 30 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 0.64% | — | -1.03% | |
| 31 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.63% | — | +4.43% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | -0.19% | +21.10% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.58% | — | +8.25% | |
| 34 | ADBE | Adobe INC | 股票-科技 | 0.58% | -0.15% | -3.28% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | +1.32% | |
| 36 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-其他 | 0.56% | — | +3.37% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.54% | — | +25.03% | |
| 38 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.53% | — | -0.25% | |
| 39 | NOW | Servicenow INC | 股票-科技 | 0.49% | — | -0.67% | |
| 40 | GD | General Dynamics CORP | 股票-工业 | 0.47% | — | -12.83% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | +0.05% | +23.06% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.44% | -0.44% | +15.11% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.43% | +0.10% | +11.70% | |
| 44 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.40% | — | -0.56% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.40% | — | +0.77% | |
| 46 | AXP | American Express Co | 股票-金融 | 0.40% | — | -22.93% | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.40% | — | -3.47% | |
| 48 | IQLT | Ishares Msci International Q | ETF-其他 | 0.40% | +0.15% | +9.08% | |
| 49 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.39% | — | +0.60% | |
| 50 | NFLX | Netflix INC | 股票-通信服务 | 0.38% | — | -22.90% |