CIK: 0001814234
申报总市值
US$4.2亿
| # | 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 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 10.05% | +0.22% | +117.86% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 7.27% | +0.13% | +106.49% | |
| 3 | PWV | Invesco Large Cap Value ETF | ETF-大型股与成长 | 7.25% | +0.31% | +125.70% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 7.00% | — | +84.84% | |
| 5 | PFM | Invesco Dividend Achievers E | ETF-其他 | 6.58% | — | +118.46% | |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 4.72% | — | — | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.73% | -0.26% | +94.13% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 3.69% | +0.09% | +122.94% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.14% | +0.20% | +113.81% | |
| 10 | PSR | Invesco Active US Real Estat | ETF-其他 | 2.87% | — | +131.95% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.13% | — | +408.03% | |
| 12 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 1.85% | -0.34% | +118.77% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.35% | — | +100.93% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.29% | +0.36% | +176.66% | |
| 15 | FMHI | First Trust Municipal High I | ETF-其他 | 1.16% | — | +114.16% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | -0.22% | +79.55% | |
| 17 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型股 | 1.02% | — | +153.19% | |
| 18 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.83% | — | +73.69% | |
| 19 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.82% | — | +84.59% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.70% | — | +109.05% | |
| 21 | FMB | First Trust Managed Municipa | ETF-其他 | 0.68% | — | +109.95% | |
| 22 | VZ | Verizon Communications INC | 股票-通信服务 | 0.64% | — | +116.27% | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.62% | — | +99.58% | |
| 24 | IDV | Ishares International Select | ETF-其他 | 0.61% | — | +102.11% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.60% | -0.09% | +79.37% | |
| 26 | TSLA | Tesla INC | 股票-周期性消费 | 0.60% | -0.30% | +93.77% | |
| 27 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.60% | — | +109.11% | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.59% | — | +89.72% | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.58% | — | +100.24% | |
| 30 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.57% | +0.11% | +122.46% | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.54% | +0.10% | +100.01% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | -0.05% | +105.22% | |
| 33 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.51% | — | +230.52% | |
| 34 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.50% | -0.06% | +100.38% | |
| 35 | WIW | Western Asst Infl-lnk Opp | 股票-其他 | 0.50% | — | +217.18% | |
| 36 | FANG | Diamondback Energy INC | 股票-能源 | 0.49% | — | +100.00% | |
| 37 | VSH | Vishay Intertechnology INC | 股票-其他 | 0.49% | — | +90.00% | |
| 38 | F | Ford Motor Co | 股票-周期性消费 | 0.43% | — | +112.74% | |
| 39 | CLX | Clorox Company | 股票-非周期性消费 | 0.43% | — | +94.83% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.43% | — | +107.46% | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.43% | — | +128.71% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.42% | — | +124.46% | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.41% | — | +99.82% | |
| 44 | GS | Goldman Sachs Group INC | 股票-金融 | 0.41% | — | +99.55% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.40% | — | +96.33% | |
| 46 | PFE | Pfizer INC | 股票-医疗保健 | 0.40% | — | +118.18% | |
| 47 | CIM | Chimera Investment Corporation | 股票-其他 | 0.38% | — | — | |
| 48 | MS | Morgan Stanley | 股票-金融 | 0.38% | — | +100.87% | |
| 49 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.37% | — | +261.30% | |
| 50 | WHR | Whirlpool CORP | 股票-周期性消费 | 0.37% | — | +100.00% |