CIK: 0001963732
申报总市值
US$3.8亿
| # | 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 13.95% | — | -2.21% | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 11.26% | — | +10.10% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 7.13% | — | -1.92% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.92% | — | +127.73% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 3.74% | +0.22% | -13.54% | |
| 6 | DTD | Wisdomtree US Total Dividend | ETF-其他 | 3.46% | — | -1.87% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 3.45% | — | +0.52% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.09% | — | +39.17% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.25% | -0.49% | +82.30% | |
| 10 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 2.04% | — | +35.54% | |
| 11 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-其他 | 1.94% | — | +4.17% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.84% | +0.13% | -13.61% | |
| 13 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 1.79% | — | -4.17% | |
| 14 | XLF | Ss Financial Select Sector | ETF-其他 | 1.71% | — | +59.79% | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.70% | -0.21% | +8.25% | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.70% | — | — | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.61% | — | +4.81% | |
| 18 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.54% | — | -3.72% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.49% | — | -39.42% | |
| 20 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.44% | — | +0.32% | |
| 21 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.38% | — | -12.92% | |
| 22 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 1.32% | — | +3.45% | |
| 23 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 1.32% | — | +2.77% | |
| 24 | EBND | State Street Spdr Bloomberg | ETF-其他 | 1.31% | — | +4.05% | |
| 25 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-其他 | 1.18% | — | +2.32% | |
| 26 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.10% | — | — | |
| 27 | GWX | State Street Spdr S&p Intern | ETF-其他 | 1.10% | — | +3.60% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | +0.11% | -11.45% | |
| 29 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.87% | — | +7.64% | |
| 30 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.83% | — | +12.28% | |
| 31 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 0.83% | — | +2.73% | |
| 32 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.73% | — | +4.99% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.72% | +0.09% | +14.44% | |
| 34 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.64% | — | +27.61% | |
| 35 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.57% | — | -38.92% | |
| 36 | CAT | Caterpillar INC | 股票-工业 | 0.52% | +0.05% | +15.06% | |
| 37 | DHS | Wisdomtree US High Dividend | ETF-其他 | 0.50% | — | — | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.47% | +0.11% | -9.27% | |
| 39 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.45% | — | +22.55% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.44% | — | +6.23% | |
| 41 | COM | Direxion Auspice Brd Cmdty | ETF-其他 | 0.44% | +0.05% | +16.63% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.42% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.41% | +0.14% | -7.95% | |
| 44 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.39% | — | -31.81% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.38% | — | -73.72% | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.38% | — | +8.73% | |
| 47 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.38% | — | — | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.37% | +0.40% | +12.00% | |
| 49 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.34% | +0.07% | +12.75% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.33% | — | — |