CIK: 0002004873
申报总市值
US$8.1亿
仅显示前 200 大持股（共 475 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 | 3.31% | -0.20% | -3.46% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.96% | -0.21% | -1.89% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.34% | -0.38% | +16.21% | |
| 4 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.10% | -0.32% | -3.19% | |
| 5 | STXF | Strive 500 ETF | ETF-其他 | 2.01% | — | +3.08% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.97% | -0.14% | +4.03% | |
| 7 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 1.87% | — | +1.35% | |
| 8 | DHR | Danaher CORP | 股票-医疗保健 | 1.73% | -1.74% | EXIT | |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.54% | — | +4.14% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.46% | — | +9.18% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.43% | -0.12% | -4.56% | |
| 12 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.33% | — | +3.36% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.30% | — | -0.17% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.22% | -0.11% | +1.97% | |
| 15 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 1.18% | +0.09% | +4.93% | |
| 16 | TDVG | T Rowe Price Dividend Growth | ETF-其他 | 1.12% | — | +3.19% | |
| 17 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.03% | -0.45% | +1.80% | |
| 18 | TSLA | Tesla INC | 股票-周期性消费 | 1.02% | -0.17% | -20.11% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.00% | -0.17% | +8.20% | |
| 20 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 0.99% | — | +2.60% | |
| 21 | MSMR | M/s Managed Risk ETF | ETF-其他 | 0.94% | — | +3.28% | |
| 22 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.92% | — | -3.24% | |
| 23 | DFAI | Dimensional International Co | ETF-其他 | 0.88% | — | +1.47% | |
| 24 | UPS | United Parcel Service-cl B | 股票-工业 | 0.85% | — | +2.75% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | — | +1.23% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.79% | — | +16.31% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.77% | — | -16.67% | |
| 28 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-其他 | 0.75% | — | +15.83% | |
| 29 | KHPI | Kensington Hedged Prm In ETF | ETF-其他 | 0.74% | — | +0.00% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.71% | +0.13% | -12.75% | |
| 31 | FYLD | Cambria Foreign Shareholder | ETF-其他 | 0.69% | +0.11% | +9.42% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | +0.21% | +0.37% | |
| 33 | VUG | Vanguard Growth ETF | ETF-其他 | 0.62% | — | +0.18% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.61% | -0.14% | -17.35% | |
| 35 | ET | Energy Transfer LP | 股票-能源 | 0.61% | -0.56% | +1148.63% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.60% | -0.24% | +12.95% | |
| 37 | ARDC | Ares Dynamic Credit All | 股票-其他 | 0.58% | — | -0.53% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.56% | — | -0.26% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.56% | — | +3.08% | |
| 40 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.56% | — | +10.56% | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.55% | +0.09% | +4.08% | |
| 42 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.55% | — | +5.01% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.55% | — | +5.26% | |
| 44 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 0.55% | — | +4.75% | |
| 45 | AMD | Advanced Micro Devices | 股票-科技 | 0.53% | — | -10.61% | |
| 46 | DPG | Duff & Phelps Utility & INC | 股票-其他 | 0.53% | — | -4.72% | |
| 47 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.53% | +0.15% | +88.19% | |
| 48 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 0.53% | — | +9.95% | |
| 49 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 0.53% | +0.11% | +11.46% | |
| 50 | EYLD | Cambria Emerg Shrhldr Yield | ETF-其他 | 0.51% | — | +12.89% |