CIK: 0001932952
申报总市值
US$14.9亿
仅显示前 200 大持股（共 782 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 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 10.99% | +0.46% | +102.15% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 10.86% | -4.47% | +60.05% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 8.91% | -1.65% | -0.58% | |
| 4 | VHT | Vanguard Health Care ETF | ETF-其他 | 5.51% | -0.29% | -13.47% | |
| 5 | SCHK | Schwab 1000 Index ETF | ETF-大型股与成长 | 5.41% | -0.39% | +128515.21% | |
| 6 | XLF | Ss Financial Select Sector | ETF-其他 | 4.29% | -1.95% | -6.37% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-其他 | 4.18% | — | +17.20% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.74% | +7.55% | +6.24% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 3.52% | -0.40% | +67.15% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 3.22% | -2.15% | -59.76% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-其他 | 3.01% | -0.05% | -18.09% | |
| 12 | VOX | Vanguard Communication Servi | ETF-其他 | 2.84% | -0.23% | +49.10% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 2.66% | -0.06% | -17.68% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.40% | — | +7388.03% | |
| 15 | AAPL | Apple INC | 股票-科技 | 2.05% | -0.17% | -3.12% | |
| 16 | UPS | United Parcel Service-cl B | 股票-工业 | 1.97% | -0.05% | +0.06% | |
| 17 | XLE | Ss Energy Select Sector | ETF-其他 | 1.82% | +0.21% | -14.55% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.64% | -0.09% | -0.54% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.24% | — | -4.86% | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.07% | — | -17.61% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.94% | -0.23% | +0.53% | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.86% | — | -0.08% | |
| 23 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.84% | — | -1.00% | |
| 24 | XLB | Ss Materials Select Sector | ETF-其他 | 0.82% | — | -15.40% | |
| 25 | CPRT | Copart INC | 股票-工业 | 0.68% | -0.07% | -1.23% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | -0.05% | -1.82% | |
| 27 | DE | Deere & Co | 股票-工业 | 0.51% | +0.05% | -0.51% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.39% | -0.06% | -1.58% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.31% | — | -17.89% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.31% | — | +8.02% | |
| 31 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.30% | — | -0.62% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.29% | — | -1.95% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.27% | -0.18% | -0.68% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.27% | +0.06% | -6.54% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.23% | — | -3.32% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.21% | — | -1.94% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.21% | — | -0.89% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.17% | — | -27.22% | |
| 39 | WM | Waste Management INC | 股票-工业 | 0.17% | — | -1.12% | |
| 40 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.15% | — | -4.80% | |
| 41 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.15% | -0.05% | +8.96% | |
| 42 | VZ | Verizon Communications INC | 股票-通信服务 | 0.14% | — | -2.09% | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.13% | — | -7.44% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.13% | — | -12.76% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.13% | — | +1.75% | |
| 46 | ED | Consolidated Edison INC | 股票-公用事业 | 0.13% | — | -5.48% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.13% | — | -1.25% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.12% | — | -3.38% | |
| 49 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.12% | — | -0.64% | |
| 50 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.12% | — | -1.89% |