CIK: 0001772715
申报总市值
US$5.1亿
仅显示前 200 大持股（共 1044 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 | 11.88% | -0.23% | -3.43% | |
| 2 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 5.89% | -5.36% | +8.82% | |
| 3 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 5.82% | +0.52% | +9.22% | |
| 4 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 5.76% | +0.41% | — | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 5.68% | +0.45% | +11.40% | |
| 6 | AAPL | Apple INC | 股票-科技 | 5.00% | -0.23% | +1.82% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-其他 | 4.27% | — | -0.96% | |
| 8 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 3.86% | -0.51% | -2.16% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 3.50% | -0.37% | -12.67% | |
| 10 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 2.61% | +0.24% | +0.01% | |
| 11 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 2.46% | -2.45% | +23597.71% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.41% | -0.54% | +0.97% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.87% | -0.25% | -2.98% | |
| 14 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.59% | — | -4.36% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.35% | +2.29% | -2.90% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.29% | -0.30% | -3.98% | |
| 17 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.19% | — | -2.41% | |
| 18 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.08% | — | -83.43% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.08% | +0.27% | +0.02% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.99% | — | -2.81% | |
| 21 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-其他 | 0.94% | +0.15% | -3.04% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | +0.28% | +0.38% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | -0.09% | +40.29% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.81% | +0.14% | -1.96% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | — | +56.73% | |
| 26 | FMB | First Trust Managed Municipa | ETF-其他 | 0.78% | — | +9.43% | |
| 27 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.78% | — | -2.14% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.77% | -0.16% | +3.15% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.76% | — | +16.63% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | +122.85% | |
| 31 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.72% | -0.09% | +2.78% | |
| 32 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.64% | — | -0.04% | |
| 33 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.62% | -0.70% | -2.05% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.57% | — | -5.71% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.52% | -0.27% | +3.24% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.50% | — | +0.54% | |
| 37 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.46% | — | +1.95% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.45% | — | +1.71% | |
| 39 | MA | Mastercard INC - A | 股票-金融 | 0.44% | — | +94.87% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.41% | — | -3.47% | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.40% | — | +10.90% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.39% | — | +2.40% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.36% | -0.10% | +19.00% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.36% | — | +0.25% | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.35% | — | -9.92% | |
| 46 | WMT | Walmart INC | 股票-非周期性消费 | 0.34% | — | +29.81% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.34% | — | -1.78% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.33% | — | +8.20% | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.28% | — | +0.77% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.28% | — | +89.33% |