CIK: 0001772715
申报总市值
US$5.1亿
仅显示前 200 大持股（共 1031 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 | 11.28% | -0.23% | -2.42% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 5.46% | +0.45% | +0.33% | |
| 3 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 5.43% | -5.36% | -0.58% | |
| 4 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 5.41% | +0.52% | +0.47% | |
| 5 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投资级公司债 | 5.37% | — | — | |
| 6 | AAPL | Apple INC | 股票-科技 | 5.27% | -0.23% | -1.47% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-其他 | 4.40% | — | +2.34% | |
| 8 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 4.06% | -0.51% | -1.85% | |
| 9 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 3.19% | +0.24% | +0.02% | |
| 10 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 2.63% | -2.45% | -7.28% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.42% | -0.54% | -2.72% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 1.76% | -0.37% | -3.84% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.58% | -0.25% | -2.52% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.47% | +0.17% | -0.63% | |
| 15 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.45% | — | -2.90% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.37% | +2.29% | -2.26% | |
| 17 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.31% | — | -1.11% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.29% | -0.30% | -11.77% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.24% | -0.27% | -3.40% | |
| 20 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-其他 | 1.19% | +0.15% | -0.73% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.08% | — | -25.39% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.89% | +0.27% | +0.44% | |
| 23 | FMB | First Trust Managed Municipa | ETF-其他 | 0.86% | — | -0.33% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.85% | -0.16% | -0.70% | |
| 25 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.80% | — | -1.73% | |
| 26 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.77% | — | -1.21% | |
| 27 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.74% | +0.14% | +2.31% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.71% | — | +0.22% | |
| 29 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.64% | -0.09% | -2.08% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | — | -33.81% | |
| 31 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.61% | -0.70% | -1.44% | |
| 32 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.61% | — | +0.16% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | +0.28% | -0.39% | |
| 34 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.58% | — | -20.14% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.58% | — | -7.76% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | -0.09% | -28.50% | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.55% | — | +0.77% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.49% | — | -0.29% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.48% | — | +0.58% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.45% | — | +0.75% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | — | -51.09% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.40% | -0.10% | -16.10% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.39% | — | -27.22% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.38% | — | -1.25% | |
| 45 | AVGO | Broadcom INC | 股票-科技 | 0.35% | -0.09% | +948.39% | |
| 46 | PLD | Prologis INC | 股票-房地产 | 0.32% | +0.31% | +1595.50% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.32% | — | +0.35% | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.31% | — | -5.69% | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.30% | — | +24.97% | |
| 50 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.30% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PLD | Prologis INC | +0.3% | +1595.50% | 加仓 |
| 2 | AMT | American Tower CORP | +0.3% | +6257.45% | 加仓 |
| 3 | DG | Dollar General CORP | +0.3% | +5863.14% | 加仓 |
| 4 | AAPL | Apple INC | +0.2% | -1.47% | 减仓 |
| 5 | EQIX | Equinix INC | +0.2% | +6847.06% | 加仓 |
| 6 | WELL | Welltower INC | +0.2% | +8365.56% | 加仓 |
| 7 | XLV | Ss Health Care Select Sector | +0.2% | +2.34% | 加仓 |
| 8 | PSA | Public Storage | +0.2% | +2386.75% | 加仓 |
| 9 | SPG | Simon Property Group INC | +0.2% | +23444.44% | 加仓 |
| 10 | O | Realty Income CORP | +0.2% | +1319.03% | 加仓 |
| 11 | DLR | Digital Realty Trust INC | +0.1% | +3055.97% | 加仓 |
| 12 | CCI | Crown Castle INC | +0.1% | +1817.43% | 加仓 |
| 13 | BMY | Bristol-myers Squibb Co | +0.1% | +24.97% | 加仓 |
| 14 | EXR | Extra Space Storage INC | +0.1% | +2557.28% | 加仓 |
| 15 | CBRE | Cbre Group INC - A | +0.1% | +17304.55% | 加仓 |
| 16 | IRM | Iron Mountain INC | +0.1% | +2770.15% | 加仓 |
| 17 | TSLA | Tesla INC | +0.1% | +17.99% | 加仓 |
| 18 | VICI | Vici Properties INC | +0.1% | +40160.61% | 加仓 |
| 19 | CL | Colgate-palmolive Co | +0.1% | +0.02% | 加仓 |
| 20 | CSGP | Costar Group INC | +0.1% | +7715.15% | 加仓 |
| 21 | SBAC | Sba Communications CORP | +0.1% | +4963.33% | 加仓 |
| 22 | HD | Home Depot INC | +0.1% | +0.77% | 加仓 |
| 23 | VTR | Ventas INC | +0.1% | +1308.70% | 加仓 |
| 24 | EQR | Equity Residential | +0.1% | +73283.33% | 加仓 |
| 25 | WMT | Walmart INC | +0.1% | +0.75% | 加仓 |
| 26 | WY | Weyerhaeuser Co | +0.1% | +946.20% | 加仓 |
| 27 | JNJ | Johnson & Johnson | +0.1% | +0.44% | 加仓 |
| 28 | VTV | Vanguard Value ETF | 0% | -0.63% | 减仓 |
| 29 | MDYV | Ss Spdr S&p 400 Mc Val ETF | 0% | -1.11% | 减仓 |
| 30 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | -1.21% | 减仓 |
| 31 | AGGY | Wisdomtree Yield Enhanced US | 0% | +0.47% | 加仓 |
| 32 | BND | Vanguard Total Bond Market | — | +0.33% | 加仓 |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | 0% | -2.42% | 减仓 |
| 34 | USHY | Ishares Broad Usd High Yield | -0.1% | -0.58% | 减仓 |
| 35 | MTB | M & T Bank CORP | -0.1% | -95.09% | 减仓 |
| 36 | WFC | Wells Fargo & Co | -0.1% | -84.94% | 减仓 |
| 37 | BAC | Bank Of America CORP | -0.2% | -27.22% | 减仓 |
| 38 | MA | Mastercard INC - A | -0.2% | -46.59% | 减仓 |
| 39 | USFR | Wisdomtree Floating Rate Tre | -0.2% | -20.14% | 减仓 |
| 40 | V | Visa Inc-class A Shares | -0.2% | -28.50% | 减仓 |
| 41 | META | Meta Platforms Inc-class A | -0.3% | -25.39% | 减仓 |
| 42 | MSFT | Microsoft CORP | -0.3% | -2.72% | 减仓 |
| 43 | JPM | Jpmorgan Chase & Co | -0.3% | -33.81% | 减仓 |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -51.09% | 减仓 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.4% | -11.77% | 减仓 |
| 46 | ICVT | Ishares Convertible Bond ETF | -5.5% | -99.97% | 减仓 |
| 47 | SPBO | Ss Spdr P CORP Bond ETF | — | NEW | 新建仓 |
| 48 | PSN | Parsons CORP | — | NEW | 新建仓 |
| 49 | FIVE | Five Below | — | NEW | 新建仓 |
| 50 | AVB | Avalonbay Communities INC | — | NEW | 新建仓 |