CIK: 0001817714
申报总市值
US$4.4亿
仅显示前 200 大持股（共 241 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 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-其他 | 8.48% | +0.48% | +1.31% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.06% | +0.13% | -1.30% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-其他 | 5.35% | -0.61% | +156.44% | |
| 4 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 4.61% | — | -19.25% | |
| 5 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 4.29% | +0.04% | +5.92% | |
| 6 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 3.15% | -0.16% | +6.05% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.94% | +0.36% | +19.06% | |
| 8 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 2.71% | +0.06% | +3.27% | |
| 9 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 2.54% | -0.04% | -35.27% | |
| 10 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.87% | +0.45% | +2.23% | |
| 11 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 1.82% | -0.10% | +8.79% | |
| 12 | UCON | First Trust Smith Unconstrai | ETF-其他 | 1.57% | — | -0.64% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.53% | +0.08% | — | |
| 14 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 1.31% | — | -4.21% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.22% | — | -10.21% | |
| 16 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 1.22% | +0.08% | -0.15% | |
| 17 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 1.15% | — | -32.55% | |
| 18 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-其他 | 1.06% | — | +5.62% | |
| 19 | OALC | Oneascent Large Cap Core | ETF-大型股与成长 | 1.06% | +0.21% | +15.24% | |
| 20 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.04% | — | +5.10% | |
| 21 | HEI-A | Heico Corp-class A | 股票-其他 | 1.00% | +0.08% | — | |
| 22 | SO | Southern Co/the | 股票-公用事业 | 0.99% | — | -0.00% | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.97% | +0.03% | +6.25% | |
| 24 | IIPR | Innovative Industrial Proper | 股票-房地产 | 0.87% | +0.07% | -2.04% | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.81% | — | +4.39% | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.79% | — | -0.37% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.71% | — | -0.04% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.71% | — | -2.53% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.70% | +0.12% | -2.08% | |
| 30 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.67% | — | +4.21% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.65% | — | +0.08% | |
| 32 | WMT | Walmart INC | 股票-非周期性消费 | 0.60% | — | +1.60% | |
| 33 | IBD | Inspire Corporate Bond ETF | ETF-投资级公司债 | 0.58% | — | +9.43% | |
| 34 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股与成长 | 0.57% | — | -12.60% | |
| 35 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.57% | — | -1.06% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.56% | — | +2.02% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.55% | — | +1.71% | |
| 38 | TSLA | Tesla INC | 股票-周期性消费 | 0.48% | — | -7.89% | |
| 39 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-其他 | 0.47% | — | +7.84% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.47% | +0.04% | +2.48% | |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.47% | — | -25.11% | |
| 42 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.46% | — | -8.38% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.43% | — | -0.51% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.43% | -0.16% | -0.93% | |
| 45 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.43% | — | +18.43% | |
| 46 | T | At&t INC | 股票-通信服务 | 0.43% | -0.17% | -12.29% | |
| 47 | GL | Globe Life INC | 股票-金融 | 0.42% | +0.05% | -5.34% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | -0.16% | +1.01% | |
| 49 | DBEM | Xtrackers Msci Emerging Mark | ETF-新兴市场 | 0.42% | — | +6.73% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.38% | — | -0.48% |