CIK: 0001767580
申报总市值
US$13.8亿
仅显示前 200 大持股（共 240 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 7.69% | — | +35.84% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 5.48% | -2.53% | -3.70% | |
| 3 | NOC | Northrop Grumman CORP | 股票-工业 | 5.17% | +0.17% | -0.23% | |
| 4 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 3.18% | — | +115.54% | |
| 5 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 2.39% | — | +35.24% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.26% | -1.07% | +125.90% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.83% | — | -2.17% | |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.77% | — | +67.22% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.58% | -0.62% | +11.89% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.56% | -0.53% | +9.26% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.53% | — | +103.41% | |
| 12 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.50% | — | -1.27% | |
| 13 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.48% | — | -0.30% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.45% | — | -1.44% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.34% | — | +13.50% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.34% | -1.74% | +7.77% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.32% | +0.14% | +241.58% | |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 1.25% | — | +617.03% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.22% | — | -0.70% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.00% | -0.52% | -0.32% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.98% | — | -0.59% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.96% | -0.39% | +707.36% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.81% | — | +24.57% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.77% | — | — | |
| 25 | XLE | Ss Energy Select Sector | ETF-其他 | 0.77% | +0.21% | NEW | |
| 26 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 0.76% | -0.26% | EXIT | |
| 27 | XLB | Ss Materials Select Sector | ETF-其他 | 0.76% | +0.14% | NEW | |
| 28 | RZV | Invesco S&p Smallcap 600 Pur | ETF-其他 | 0.76% | — | +238.45% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.73% | — | -2.36% | |
| 30 | XLF | Ss Financial Select Sector | ETF-其他 | 0.70% | — | — | |
| 31 | ABBV | Abbvie INC | 股票-医疗保健 | 0.69% | — | -0.93% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.68% | — | +22.62% | |
| 33 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.65% | — | +51.35% | |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.64% | -0.26% | +832.70% | |
| 35 | KEL | Kellanova | 股票-其他 | 0.63% | — | +0.89% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | +0.04% | -3.17% | |
| 37 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.61% | — | +1.90% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | — | +6.45% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.60% | — | — | |
| 40 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.58% | -0.17% | EXIT | |
| 41 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.57% | — | +0.78% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | — | -0.73% | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.56% | — | -3.83% | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.55% | — | +0.30% | |
| 45 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.52% | — | +6.89% | |
| 46 | PFE | Pfizer INC | 股票-医疗保健 | 0.51% | — | -2.26% | |
| 47 | DWM | Wisdomtree International Equ | ETF-其他 | 0.50% | — | — | |
| 48 | OMC | Omnicom Group | 股票-通信服务 | 0.49% | — | -0.27% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.47% | — | +10.85% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.46% | — | +11.19% |