CIK: 0001780055
申报总市值
US$4.2亿
仅显示前 200 大持股（共 223 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 | ✓ | Listed Fd Tr | 股票-其他 | 6.60% | — | +3.13% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 6.34% | -0.37% | -0.22% | |
| 3 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 5.59% | -0.51% | +44.98% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 3.32% | -0.25% | +12.52% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.69% | -0.27% | +2.56% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.67% | +0.01% | -0.38% | |
| 7 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 2.26% | — | +0.88% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.24% | — | -0.17% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.10% | -0.45% | +1.50% | |
| 10 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 1.85% | — | -0.81% | |
| 11 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 1.78% | +0.72% | +27.98% | |
| 12 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.66% | -0.10% | +4.28% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.62% | -0.07% | -6.46% | |
| 14 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 1.57% | — | +2.01% | |
| 15 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 1.50% | — | -24.36% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.41% | -0.09% | -0.86% | |
| 17 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 1.38% | — | -1.80% | |
| 18 | ✓ | Listed Fd Tr | 股票-其他 | 1.38% | — | — | |
| 19 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 1.23% | — | +0.76% | |
| 20 | PFEB | Innovator U.s. Equity Power | ETF-其他 | 1.20% | — | -4.09% | |
| 21 | ✓ | Listed Fd Tr | 股票-其他 | 1.17% | — | — | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.05% | — | -0.82% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.04% | — | +66.00% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.00% | — | — | |
| 25 | MGMT | Ballast Small/mid Cap ETF | ETF-其他 | 1.00% | +0.09% | +18.32% | |
| 26 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.00% | -0.09% | -0.75% | |
| 27 | XBJL | Inn US Eq Acc 9 Buff July | ETF-其他 | 0.97% | — | -4.76% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.92% | -0.11% | +4.21% | |
| 29 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 0.87% | — | -0.91% | |
| 30 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.86% | +0.14% | +0.75% | |
| 31 | ✓ | 股票-其他 | 0.86% | — | — | ||
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.85% | +0.04% | — | |
| 33 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.78% | +0.05% | +5.20% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.78% | — | -2.02% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.75% | — | -4.88% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.75% | -0.15% | +6.54% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.74% | — | +16.70% | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.72% | — | +5.15% | |
| 39 | WPC | Wp Carey INC | 股票-房地产 | 0.69% | — | +1.49% | |
| 40 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.66% | — | +0.13% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.66% | — | +0.02% | |
| 42 | ✓ | Listed Fd Tr | 股票-其他 | 0.57% | — | -0.11% | |
| 43 | BA | Boeing Co/the | 股票-工业 | 0.56% | -0.11% | +31.87% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.55% | — | +3.18% | |
| 45 | ✓ | Ts Str Outcome May ETF | ETF-其他 | 0.53% | — | -1.25% | |
| 46 | PDEC | Innovator U.s. Equity Power | ETF-其他 | 0.52% | — | — | |
| 47 | FUSI | Am Cent Multisect Float INC | ETF-其他 | 0.51% | — | +7.52% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.51% | -0.09% | +5.03% | |
| 49 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.50% | — | -0.31% | |
| 50 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.48% | — | +3.35% |