CIK: 0001766506
申报总市值
US$6.8亿
仅显示前 200 大持股（共 355 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 | AAPL | Apple INC | 股票-科技 | 4.67% | — | -0.84% | |
| 2 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 4.40% | — | +0.92% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.68% | — | -4.58% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.41% | — | +0.75% | |
| 5 | UPS | United Parcel Service-cl B | 股票-工业 | 3.25% | — | -1.25% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.66% | — | -1.36% | |
| 7 | CINF | Cincinnati Financial CORP | 股票-金融 | 2.64% | — | +0.44% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.27% | — | +33.73% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.98% | — | +1.71% | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 1.68% | — | -6.86% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.21% | — | — | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.15% | — | -0.85% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.04% | — | — | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.03% | — | +10.39% | |
| 15 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 1.03% | — | — | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.99% | — | -4.83% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.93% | — | -1.80% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.90% | — | -1.94% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | — | +3.69% | |
| 20 | HD | Home Depot INC | 股票-周期性消费 | 0.89% | — | +6.76% | |
| 21 | MU | Micron Technology INC | 股票-科技 | 0.80% | — | +5.62% | |
| 22 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.76% | — | +2.62% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.76% | — | +8.10% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 0.75% | — | -0.17% | |
| 25 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.74% | — | -3.02% | |
| 26 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.74% | — | — | |
| 27 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.73% | — | +6.99% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 0.70% | — | +6.94% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | — | +5.14% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.63% | — | -2.82% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.63% | — | +2.22% | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.63% | — | +196.06% | |
| 33 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.57% | — | -0.36% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.57% | — | +2.79% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.54% | — | -12.80% | |
| 36 | MRO* | Marathon Oil CORP | 股票-其他 | 0.54% | — | +0.00% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.53% | — | +64.72% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | — | +0.72% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.50% | — | +0.01% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.49% | — | -2.21% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.45% | — | -0.77% | |
| 42 | QCOM | Qualcomm INC | 股票-科技 | 0.45% | — | +1.07% | |
| 43 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.45% | — | +0.14% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.44% | — | +15.74% | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.44% | — | +0.51% | |
| 46 | KR | Kroger Co | 股票-非周期性消费 | 0.44% | — | -0.37% | |
| 47 | USB | US Bancorp | 股票-金融 | 0.43% | — | -3.07% | |
| 48 | PNC | Pnc Financial Services Group | 股票-金融 | 0.43% | — | -1.30% | |
| 49 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.42% | — | +109.39% | |
| 50 | WMT | Walmart INC | 股票-非周期性消费 | 0.42% | — | +2.53% |