CIK: 0001772715
申报总市值
US$5.1亿
仅显示前 200 大持股（共 1144 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 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 14.18% | -0.23% | +0.42% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 5.59% | — | -3.56% | |
| 3 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 5.48% | +0.52% | -1.13% | |
| 4 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 5.41% | — | -2.27% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.40% | -0.23% | +19.34% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 3.77% | — | +8.48% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 3.40% | -0.37% | +1.92% | |
| 8 | GTO | Invesco Total Return Bond Et | ETF-其他 | 3.11% | — | -5.31% | |
| 9 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 3.06% | +0.24% | -3.28% | |
| 10 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 2.92% | — | -1.90% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.53% | -0.54% | +34.86% | |
| 12 | XLF | Ss Financial Select Sector | ETF-其他 | 2.51% | -1.54% | +1.09% | |
| 13 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 2.45% | — | — | |
| 14 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.28% | — | -1.87% | |
| 15 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.73% | — | +0.58% | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.53% | -0.25% | +2.33% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.35% | +0.27% | -8.68% | |
| 18 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.32% | — | +0.76% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.04% | -0.16% | +91.42% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.96% | +2.29% | -0.44% | |
| 21 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-其他 | 0.96% | +0.15% | -34.27% | |
| 22 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.92% | +0.14% | -16.45% | |
| 23 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.84% | — | +2.02% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.82% | — | +88.12% | |
| 25 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.74% | -0.70% | -0.84% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | +0.28% | -9.42% | |
| 27 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.71% | — | +1.64% | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.70% | — | +47.27% | |
| 29 | FMB | First Trust Managed Municipa | ETF-其他 | 0.70% | — | -28.42% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | -0.09% | +24.02% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.59% | — | -4.65% | |
| 32 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.54% | -0.09% | -5.13% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | — | +8.84% | |
| 34 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.50% | — | +219.14% | |
| 35 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.47% | — | -39.12% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 0.47% | — | +1.04% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.41% | — | — | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.40% | — | -1.58% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.40% | — | -50.44% | |
| 40 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.39% | — | -17.98% | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.39% | — | +297.12% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.39% | -0.30% | +6.84% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.37% | — | +77.88% | |
| 44 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.35% | — | — | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.33% | — | -45.69% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.32% | -0.27% | +78.36% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.31% | — | -44.11% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.30% | — | +0.24% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.30% | -0.10% | +36.39% | |
| 50 | MA | Mastercard INC - A | 股票-金融 | 0.29% | — | +67.05% |