CIK: 0001772715
申报总市值
US$5.1亿
仅显示前 200 大持股（共 915 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 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 12.99% | +0.52% | +0.41% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 12.97% | +0.36% | -3.24% | |
| 3 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 11.32% | — | +2.21% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 6.37% | -0.23% | +36664.94% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 5.29% | — | +1.61% | |
| 6 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 3.92% | +0.24% | +0.56% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.26% | -0.23% | -7.40% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-其他 | 3.22% | — | +83.52% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.41% | — | +1.32% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.09% | -0.25% | +5907.51% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.08% | — | +20462.20% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.73% | -0.54% | -8.05% | |
| 13 | XLF | Ss Financial Select Sector | ETF-其他 | 1.69% | -1.54% | +83.94% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.57% | — | +7.36% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.07% | +0.27% | -7.61% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.02% | — | -7.62% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.00% | — | +8.28% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.99% | -0.16% | +6.63% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.94% | — | +8.10% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.86% | — | +0.22% | |
| 21 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.82% | +0.14% | -2.21% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.61% | -0.30% | +2.95% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | +0.28% | +3.09% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.49% | — | +22.50% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.45% | -0.09% | +12.14% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.41% | -0.37% | +3143.50% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.41% | — | -87.63% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.39% | — | +2.55% | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.35% | — | -1.92% | |
| 30 | GTO | Invesco Total Return Bond Et | ETF-其他 | 0.35% | — | +3.30% | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 0.34% | — | +38.16% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.33% | — | +5.49% | |
| 33 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.33% | — | — | |
| 34 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.32% | — | — | |
| 35 | ADP | Automatic Data Processing | 股票-科技 | 0.32% | — | +2.54% | |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.31% | — | -31.48% | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.31% | — | +21.03% | |
| 38 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.30% | — | +28.82% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.30% | — | +29.44% | |
| 40 | LIN | Linde plc | 股票-原材料 | 0.29% | — | +3400.90% | |
| 41 | T | At&t INC | 股票-通信服务 | 0.28% | — | +3.87% | |
| 42 | NFLX | Netflix INC | 股票-通信服务 | 0.28% | — | +23.04% | |
| 43 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.27% | — | -0.03% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.26% | — | +45.05% | |
| 45 | ADBE | Adobe INC | 股票-科技 | 0.25% | — | -32.43% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.24% | — | — | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.24% | — | +37.88% | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.23% | — | — | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.21% | — | +11.72% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.21% | — | -8.94% |