CIK: 0002004873
申报总市值
US$8.1亿
仅显示前 200 大持股（共 260 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 | NVDA | Nvidia CORP | 股票-科技 | 4.09% | -0.20% | +889.28% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.33% | -0.21% | +4.13% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 2.68% | — | +25.02% | |
| 4 | UPS | United Parcel Service-cl B | 股票-工业 | 2.56% | — | +2.55% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.49% | -0.14% | +4.38% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.41% | -0.38% | -7.27% | |
| 7 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 2.31% | — | +47.15% | |
| 8 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.11% | — | +11.29% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.02% | — | -8.00% | |
| 10 | TDVG | T Rowe Price Dividend Growth | ETF-其他 | 1.91% | — | +13.86% | |
| 11 | STXF | Strive 500 ETF | ETF-其他 | 1.80% | — | +48.97% | |
| 12 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.78% | — | +16.68% | |
| 13 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.60% | — | +22.07% | |
| 14 | FSK | Fs Kkr Capital CORP | 股票-金融 | 1.59% | -0.09% | +1.27% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.59% | +0.21% | +188.21% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.52% | -0.14% | -1.88% | |
| 17 | ARDC | Ares Dynamic Credit All | 股票-其他 | 1.42% | — | +7.25% | |
| 18 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 1.36% | +0.09% | +57.41% | |
| 19 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 1.17% | — | +48.61% | |
| 20 | JUCY | Aptus Enhanced Yield ETF | ETF-其他 | 1.07% | — | +15.06% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.03% | -0.30% | +0.71% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.01% | -0.11% | +69.71% | |
| 23 | DFAI | Dimensional International Co | ETF-其他 | 1.00% | — | +24.40% | |
| 24 | DPG | Duff & Phelps Utility & INC | 股票-其他 | 1.00% | — | +2.29% | |
| 25 | MFIC | Midcap Financial Investment | 股票-其他 | 0.92% | — | +4.71% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.91% | — | -21.32% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | — | +12.24% | |
| 28 | GBDC | Golub Capital Bdc INC | 股票-金融 | 0.84% | — | +6.30% | |
| 29 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-其他 | 0.80% | — | +42.49% | |
| 30 | OCSL | Oaktree Specialty Lending Co | 股票-其他 | 0.79% | — | +14.17% | |
| 31 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.79% | — | +15.16% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.79% | -0.12% | +5.80% | |
| 33 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.79% | — | +23.99% | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.74% | — | +13.52% | |
| 35 | STWD | Starwood Property Trust INC | 股票-房地产 | 0.71% | — | +16.33% | |
| 36 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.70% | -0.45% | +58.78% | |
| 37 | IHDG | Wisdomtree International Hed | ETF-其他 | 0.68% | — | +15.60% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.68% | — | +23.75% | |
| 39 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-其他 | 0.68% | — | -1.32% | |
| 40 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.68% | -0.32% | +10.20% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.67% | — | -10.17% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.66% | — | +94.34% | |
| 43 | FYLD | Cambria Foreign Shareholder | ETF-其他 | 0.64% | +0.11% | +20.74% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.64% | — | +18.81% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | -0.17% | +11.56% | |
| 46 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.62% | — | +56.57% | |
| 47 | GSBD | Goldman Sachs Bdc INC | 股票-其他 | 0.60% | — | -0.90% | |
| 48 | EPD | Enterprise Products Partners | 股票-能源 | 0.59% | — | +7.30% | |
| 49 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 0.58% | — | +16.69% | |
| 50 | VTV | Vanguard Value ETF | ETF-其他 | 0.58% | +0.13% | +5.29% |