CIK: 0001911035
申报总市值
US$2.2亿
| # | 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 | DTD | Wisdomtree US Total Dividend | ETF-其他 | 13.68% | -0.11% | +0.69% | |
| 2 | SYK | Stryker CORP | 股票-医疗保健 | 10.78% | -0.33% | +2.07% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.30% | -0.28% | -1.69% | |
| 4 | FEMS | First Trust Emerging Markets | ETF-新兴市场 | 4.91% | -0.13% | -4.50% | |
| 5 | UFOX | Defiance Connective Tech ETF | ETF-科技型 | 4.89% | -0.09% | EXIT | |
| 6 | FDN | First Trust Dj Internet Ind | ETF-其他 | 4.14% | -0.14% | +49.02% | |
| 7 | FAB | First Trust Multi Cap Value | ETF-其他 | 2.43% | +0.14% | -61.38% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.28% | -0.15% | +9.82% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.17% | -0.87% | +2.10% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.92% | -0.60% | +1938.73% | |
| 11 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.89% | — | -1.60% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.89% | — | -1.37% | |
| 13 | ✓ | 股票-其他 | 1.82% | — | -4.47% | ||
| 14 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.79% | -0.15% | +0.57% | |
| 15 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.66% | — | -28.59% | |
| 16 | QCOM | Qualcomm INC | 股票-科技 | 1.44% | -0.27% | +0.52% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.40% | -0.37% | +24.26% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.29% | — | -1.51% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | -0.21% | -4.94% | |
| 20 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 1.16% | — | — | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.14% | — | — | |
| 22 | PFE | Pfizer INC | 股票-医疗保健 | 1.05% | — | +29.10% | |
| 23 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.03% | -0.11% | EXIT | |
| 24 | IYT | Ishares US Transportation Et | ETF-其他 | 1.02% | — | -5.88% | |
| 25 | SMIN | Ishares Msci India Small-cap | ETF-其他 | 0.99% | -0.20% | +143.86% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.98% | — | -7.33% | |
| 27 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.98% | — | +0.04% | |
| 28 | FAD | First Trust Multi Cap Growth | ETF-其他 | 0.83% | — | -1.42% | |
| 29 | ENPH | Enphase Energy INC | 股票-科技 | 0.78% | — | -27.18% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.76% | — | +13.14% | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 0.72% | — | -1.98% | |
| 32 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.70% | — | -15.14% | |
| 33 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.70% | — | +31.91% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.69% | -0.14% | — | |
| 35 | AFL | Aflac INC | 股票-金融 | 0.67% | — | — | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.65% | +0.17% | +1.93% | |
| 37 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.65% | +0.16% | +0.10% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.63% | — | — | |
| 39 | GIS | General Mills INC | 股票-非周期性消费 | 0.61% | — | — | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.60% | — | — | |
| 41 | BA | Boeing Co/the | 股票-工业 | 0.60% | — | -0.07% | |
| 42 | EMR | Emerson Electric Co | 股票-工业 | 0.59% | — | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.59% | -0.12% | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | -4.57% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.56% | — | — | |
| 46 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.53% | — | -0.95% | |
| 47 | FDX | Fedex CORP | 股票-工业 | 0.52% | — | +5.78% | |
| 48 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.50% | — | +13.01% | |
| 49 | UBER | Uber Technologies INC | 股票-工业 | 0.48% | — | +2.45% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.42% | — | +0.16% |