CIK: 0001767340
申报总市值
US$4.8亿
仅显示前 200 大持股（共 693 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 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 0.02% | — | -20.16% | |
| 2 | DISV | Dimensional International Sm | ETF-其他 | 0.02% | — | +7.82% | |
| 3 | DIHP | Dimensional International Hi | ETF-其他 | 0.02% | — | +8.38% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.02% | — | — | |
| 5 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.02% | — | — | |
| 6 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.02% | — | — | |
| 7 | FLQM | Franklin U.s. Mid Cap Multif | ETF-其他 | 0.02% | — | -20.78% | |
| 8 | PFE | Pfizer INC | 股票-医疗保健 | 0.02% | — | -3.24% | |
| 9 | BR | Broadridge Financial Solutio | 股票-科技 | 0.02% | — | — | |
| 10 | AMT | American Tower CORP | 股票-房地产 | 0.02% | — | -1.26% | |
| 11 | DFAI | Dimensional International Co | ETF-其他 | 0.02% | — | -17.43% | |
| 12 | OHI | Omega Healthcare Investors | 股票-房地产 | 0.02% | — | +1.22% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.02% | — | — | |
| 14 | STAA | Staar Surgical Co | 股票-其他 | 0.02% | — | — | |
| 15 | ALLE | Allegion plc | 股票-工业 | 0.02% | — | — | |
| 16 | CARR | Carrier Global CORP | 股票-工业 | 0.02% | — | -1.93% | |
| 17 | TSLA | Tesla INC | 股票-周期性消费 | 0.02% | — | +11.50% | |
| 18 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.02% | — | +74.22% | |
| 19 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 0.02% | — | +74.24% | |
| 20 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.02% | — | — | |
| 21 | KGC | Kinross Gold CORP | 股票-原材料 | 0.02% | — | — | |
| 22 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.02% | — | — | |
| 23 | HON | Honeywell International INC | 股票-工业 | 0.02% | — | +0.66% | |
| 24 | HWM | Howmet Aerospace INC | 股票-工业 | 0.02% | — | — | |
| 25 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.02% | — | — | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.01% | — | +194.91% | |
| 27 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.01% | — | — | |
| 28 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-其他 | 0.01% | — | -26.52% | |
| 29 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.01% | — | — | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.01% | +0.11% | -8.25% | |
| 31 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.01% | — | +0.90% | |
| 32 | CLX | Clorox Company | 股票-非周期性消费 | 0.01% | — | — | |
| 33 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.01% | — | — | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.01% | — | — | |
| 35 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.01% | — | -5.61% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.01% | — | -10.10% | |
| 37 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.01% | — | -9.73% | |
| 38 | BCE | Bce INC | 股票-通信服务 | 0.01% | — | +1.26% | |
| 39 | GLW | Corning INC | 股票-科技 | 0.01% | — | — | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.01% | — | — | |
| 41 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.01% | — | — | |
| 42 | WOLF* | Wolfspeed INC | 股票-其他 | 0.01% | — | — | |
| 43 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.01% | — | +25.53% | |
| 44 | MLN | Vaneck Long Muni ETF | ETF-其他 | 0.01% | — | +74.23% | |
| 45 | AEP | American Electric Power | 股票-公用事业 | 0.01% | — | -0.79% | |
| 46 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 0.01% | — | +7.75% | |
| 47 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.01% | -0.12% | EXIT | |
| 48 | SO | Southern Co/the | 股票-公用事业 | 0.01% | — | -7.00% | |
| 49 | IGEB | Ishares Investment Grade Sys | ETF-投资级公司债 | 0.01% | — | — | |
| 50 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 0.01% | — | +0.55% |