CIK: 0001682021
申报总市值
US$7.2亿
仅显示前 200 大持股（共 222 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 | 6.22% | — | -1.87% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 4.20% | +0.18% | -4.20% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.15% | -0.08% | -0.68% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.37% | +0.59% | -4.93% | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 2.58% | — | -20.92% | |
| 6 | LMBS | First Trust Low Duration Opp | ETF-其他 | 2.48% | +0.08% | -13.04% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.38% | -0.41% | +0.75% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.98% | — | -7.22% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.95% | — | +0.50% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.87% | — | -7.14% | |
| 11 | NTRL | First Trust Equity Market Ne | ETF-其他 | 1.73% | — | +222.05% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.54% | +0.17% | -1.95% | |
| 13 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.54% | — | -1.11% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | -0.31% | +0.63% | |
| 15 | VVR | Invesco Senior Income Trust | 股票-其他 | 1.44% | — | +16.29% | |
| 16 | ISD | Pgim High Yield Bond Fund | 股票-其他 | 1.44% | — | +17.25% | |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.42% | +0.17% | -1.97% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.35% | -0.06% | +3.42% | |
| 19 | TSLA | Tesla INC | 股票-周期性消费 | 1.35% | -0.21% | +201.20% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.34% | +0.08% | -0.29% | |
| 21 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 1.30% | — | +12.44% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.27% | -0.03% | +16.11% | |
| 23 | SUB | Ishares Short-term National | ETF-其他 | 1.14% | — | -34.36% | |
| 24 | BGB | Blackstone Strategic Credit | 股票-其他 | 1.10% | — | — | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.09% | — | -0.09% | |
| 26 | XMUIX | Blackrock Municipal Income | 股票-其他 | 1.08% | — | +17.89% | |
| 27 | FPA | First Trust Asia Pac Ex-japn | ETF-其他 | 0.98% | — | -0.21% | |
| 28 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.98% | +0.16% | -5.77% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.97% | +0.09% | +14.76% | |
| 30 | ARDC | Ares Dynamic Credit All | 股票-其他 | 0.97% | — | +21.59% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.96% | — | +0.53% | |
| 32 | AFB | Allianceberstein Ntl Muni | 股票-其他 | 0.94% | — | +16.81% | |
| 33 | XMYDX | Blackrock Muniyield Fund | 股票-其他 | 0.93% | — | +17.27% | |
| 34 | IQI | Invesco Quality Muni INC Tr | 股票-其他 | 0.91% | — | +17.68% | |
| 35 | KTF | Dws Municipal Income Trust | 股票-其他 | 0.91% | — | +8.12% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.90% | — | +2.84% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.89% | — | -2.59% | |
| 38 | XAWFX | Alliancebernstein Gl Hi INC | 股票-其他 | 0.84% | — | +16.01% | |
| 39 | MMU | Western Asset Managed Munici | 股票-其他 | 0.81% | — | +17.49% | |
| 40 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.81% | — | +17.03% | |
| 41 | PPT | Putnam Premier Income Trust | 股票-其他 | 0.79% | — | +18.73% | |
| 42 | BGH | Barings Glbl Shrt Dur Hi Yld | 股票-其他 | 0.79% | — | +20.11% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.75% | — | +5.30% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.74% | — | +2.07% | |
| 45 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.65% | +0.15% | -0.33% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.65% | — | -0.71% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | — | +0.70% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.63% | — | +0.03% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.60% | — | -19.53% | |
| 50 | MLPA | Global X Mlp ETF | ETF-其他 | 0.60% | — | -0.93% |