CIK: 0001741426
申报总市值
US$2.8亿
| # | 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 | AAPL | Apple INC | 股票-科技 | 10.82% | +0.08% | -4.29% | |
| 2 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 4.94% | -0.16% | +4.73% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.92% | +0.05% | -2.24% | |
| 4 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 2.61% | -0.24% | +3.18% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.27% | — | +3.09% | |
| 6 | FDN | First Trust Dj Internet Ind | ETF-其他 | 2.14% | — | -1.41% | |
| 7 | PPT | Putnam Premier Income Trust | 股票-其他 | 2.03% | — | +0.95% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.63% | +0.05% | +0.89% | |
| 9 | DE | Deere & Co | 股票-工业 | 1.62% | +0.01% | -2.60% | |
| 10 | FTCS | First Trust Capital Strength | ETF-其他 | 1.56% | — | +15.81% | |
| 11 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.54% | — | -2.40% | |
| 12 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 1.52% | — | -0.58% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.48% | +0.05% | +5.21% | |
| 14 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 1.46% | — | +3.37% | |
| 15 | WMT | Walmart INC | 股票-非周期性消费 | 1.45% | -0.23% | +0.41% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.42% | — | +271.30% | |
| 17 | FBT | First Trust Nyse Arca Biotec | ETF-其他 | 1.37% | +0.09% | +0.44% | |
| 18 | RQI | Cohen & Steers Qual INC Rlty | 股票-其他 | 1.31% | — | +2.34% | |
| 19 | CCD | Calamos Dyn Convert & INC | 股票-其他 | 1.25% | — | +1.58% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.08% | — | +1.06% | |
| 21 | MSD | Morgan Stanley Emrg Mkt Debt | 股票-其他 | 1.08% | — | +0.79% | |
| 22 | VNLA | Janus Henderson Short Durati | ETF-其他 | 1.07% | — | -4.40% | |
| 23 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 1.02% | — | — | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.00% | -0.01% | +3.56% | |
| 25 | XAWFX | Alliancebernstein Gl Hi INC | 股票-其他 | 0.98% | — | -0.11% | |
| 26 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 0.98% | — | +7.97% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.90% | -0.14% | EXIT | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.88% | +0.07% | +2.82% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.87% | — | -2.51% | |
| 30 | USB | US Bancorp | 股票-金融 | 0.82% | — | +0.07% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.82% | — | +0.28% | |
| 32 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.79% | — | -36.39% | |
| 33 | PFE | Pfizer INC | 股票-医疗保健 | 0.76% | — | +0.43% | |
| 34 | KSUEUR | Kansas City Southern | 股票-其他 | 0.73% | — | +1.96% | |
| 35 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.72% | — | -0.35% | |
| 36 | AVK | Advent Convert & Income | 股票-其他 | 0.69% | — | -0.06% | |
| 37 | FXL | First Trust Technology Alpha | ETF-科技型 | 0.69% | — | -9.24% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.69% | +0.14% | -3.42% | |
| 39 | VZ | Verizon Communications INC | 股票-通信服务 | 0.66% | — | +2.25% | |
| 40 | O | Realty Income CORP | 股票-房地产 | 0.65% | — | +1.38% | |
| 41 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.65% | — | -0.32% | |
| 42 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.62% | -1.16% | +36.58% | |
| 43 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.61% | — | — | |
| 44 | AMT | American Tower CORP | 股票-房地产 | 0.60% | — | -2.20% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.60% | — | +4.57% | |
| 46 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.59% | — | +32.09% | |
| 47 | UBER | Uber Technologies INC | 股票-工业 | 0.58% | — | -6.79% | |
| 48 | FXZ | First Trust Materials Alphad | ETF-其他 | 0.58% | — | — | |
| 49 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.58% | — | — | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.58% | — | — |