CIK: 0001633387
申报总市值
US$64.0亿
仅显示前 200 大持股（共 322 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 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 4.40% | — | -2.18% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.32% | — | +5.46% | |
| 3 | XETYX | Eaton Vance Tax-mgd Div Eqty | 股票-其他 | 3.75% | — | +7.91% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.63% | — | -27.83% | |
| 5 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 3.49% | -0.06% | +3.30% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 3.43% | +0.05% | -1.27% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.06% | — | +11.89% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.25% | — | -0.04% | |
| 9 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 2.17% | — | +3.64% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.94% | — | +8.37% | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.81% | — | +6.46% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.40% | — | +95.71% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.40% | +0.13% | +10.80% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.36% | — | +33.14% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.34% | — | +1.82% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.32% | — | -50.23% | |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.29% | — | +2.28% | |
| 18 | VRIG | Invesco Variable Rate Invest | ETF-其他 | 1.20% | — | +5.49% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.10% | — | +3.27% | |
| 20 | FSICUSD | Fs Kkr Capital CORP | 股票-其他 | 0.97% | — | -2.22% | |
| 21 | SO | Southern Co/the | 股票-公用事业 | 0.96% | — | +30.91% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.95% | — | +15.30% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.94% | — | +12.48% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.91% | +0.13% | +108.56% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.85% | — | +21.17% | |
| 26 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.82% | — | -16.25% | |
| 27 | LGLV | Spdr US Lc Low Vol Idx | ETF-其他 | 0.81% | — | — | |
| 28 | ESGRP | Enstar Group Limited - Deposita | 股票-其他 | 0.79% | — | — | |
| 29 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.78% | — | — | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.77% | — | +23.64% | |
| 31 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 股票-其他 | 0.76% | — | +343.59% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.69% | +0.07% | +103.23% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.69% | — | +4.87% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.68% | — | +14.31% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.66% | — | -21.77% | |
| 36 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.61% | — | -0.70% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.58% | — | +55.71% | |
| 38 | CLNCGBP | Brightspire Capital INC | 股票-其他 | 0.57% | — | +5.82% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.55% | — | +3.52% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.52% | — | +18.99% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | — | +47.28% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.50% | — | -0.22% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.49% | — | +9.44% | |
| 44 | T | At&t INC | 股票-通信服务 | 0.49% | — | +17.87% | |
| 45 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.49% | — | -0.55% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.48% | — | +17.00% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.47% | — | +10.09% | |
| 48 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.47% | — | -29.05% | |
| 49 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.46% | — | +6.78% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.45% | — | +25.03% |