CIK: 0001682021
申报总市值
US$7.2亿
仅显示前 200 大持股（共 216 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 | AOMR | Angel Oak Mortgage Reit INC | 股票-其他 | 7.18% | — | — | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 4.87% | +0.18% | -0.49% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.42% | -0.08% | -2.07% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 4.05% | +0.59% | -19.09% | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 3.39% | — | — | |
| 6 | LMBS | First Trust Low Duration Opp | ETF-其他 | 3.14% | +0.08% | -28.91% | |
| 7 | SUB | Ishares Short-term National | ETF-其他 | 2.47% | — | -52.15% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.29% | -0.41% | -8.61% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.05% | — | -6.62% | |
| 10 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.75% | — | +66.75% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.75% | — | -48.16% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.67% | +0.17% | -12.10% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.60% | — | -50.48% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.51% | +0.17% | -12.99% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.51% | +0.08% | +40.44% | |
| 16 | TSLA | Tesla INC | 股票-周期性消费 | 1.47% | -0.21% | -7.71% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.42% | -0.06% | -11.63% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.40% | -0.31% | +50.30% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.24% | — | -4.02% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.17% | -0.03% | +103.67% | |
| 21 | FPA | First Trust Asia Pac Ex-japn | ETF-其他 | 1.15% | — | -0.86% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.08% | — | -7.10% | |
| 23 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 1.07% | — | — | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.06% | — | -0.15% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.95% | +0.09% | +1.35% | |
| 26 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.95% | +0.16% | +45.09% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.94% | — | +97.65% | |
| 28 | ISD | Pgim High Yield Bond Fund | 股票-其他 | 0.84% | — | +10.02% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.81% | +0.15% | -43.38% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.81% | — | -20.62% | |
| 31 | VVR | Invesco Senior Income Trust | 股票-其他 | 0.79% | — | +10.29% | |
| 32 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.76% | — | -0.91% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.75% | — | -1.15% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.73% | — | -2.66% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.68% | — | -5.56% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.68% | — | -1.17% | |
| 37 | ✓ | Luminar Technologies INC | 股票-其他 | 0.67% | — | — | |
| 38 | KTF | Dws Municipal Income Trust | 股票-其他 | 0.62% | — | +11.45% | |
| 39 | GHY | Pgim Global High Yield Fund | 股票-其他 | 0.60% | — | +13.18% | |
| 40 | XMUIX | Blackrock Municipal Income | 股票-其他 | 0.59% | — | +298.64% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.59% | — | +1.26% | |
| 42 | PRAA | Pra Group INC | 股票-其他 | 0.58% | — | — | |
| 43 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.58% | — | -2.89% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.58% | — | +2.61% | |
| 45 | DNP | Dnp Select Income Fund INC | 股票-金融 | 0.58% | — | — | |
| 46 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.56% | — | -87.83% | |
| 47 | MLPA | Global X Mlp ETF | ETF-其他 | 0.54% | — | -0.82% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | — | -2.10% | |
| 49 | XMYDX | Blackrock Muniyield Fund | 股票-其他 | 0.53% | — | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.53% | — | -0.17% |