CIK: 0001826136
申报总市值
US$17.9亿
仅显示前 200 大持股（共 276 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 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 5.02% | — | +2.87% | |
| 2 | HCRB | Hartford Core Bond ETF | ETF-其他 | 4.87% | — | +1.03% | |
| 3 | PJFG | Pgim Jennison Focused Growth | ETF-其他 | 4.65% | -0.71% | +1.72% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.61% | — | +1.43% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.31% | -0.31% | -1.40% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.09% | — | +9.44% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.01% | +0.14% | +6.13% | |
| 8 | LMBS | First Trust Low Duration Opp | ETF-其他 | 2.94% | +0.09% | +1.82% | |
| 9 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 2.85% | — | +2.14% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.26% | -1.11% | +3.18% | |
| 11 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | 2.18% | — | -2.53% | |
| 12 | GINN | Goldman Sachs Innovate Eqty | ETF-避险与商品 | 1.94% | — | +2.51% | |
| 13 | FBT | First Trust Nyse Arca Biotec | ETF-其他 | 1.92% | -0.20% | +3.22% | |
| 14 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 1.38% | — | +7.61% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.38% | -0.29% | -0.18% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.28% | -0.28% | -1.42% | |
| 17 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.22% | — | -0.04% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.09% | — | +1.95% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.07% | — | -3.72% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.99% | +3.61% | +13.76% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.98% | — | -0.59% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.95% | — | +7.61% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.93% | — | +7.12% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 0.83% | — | -3.59% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 0.82% | — | -1.37% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | — | -3.95% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.79% | — | -4.54% | |
| 28 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.77% | — | +0.03% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.75% | — | +13.08% | |
| 30 | IJUL | Innovator International Deve | ETF-其他 | 0.75% | — | +47.36% | |
| 31 | HNDL | Nasdaq 7 Handl Index ETF | ETF-科技型 | 0.71% | — | -4.94% | |
| 32 | LMT | Lockheed Martin CORP | 股票-工业 | 0.70% | -0.29% | +0.20% | |
| 33 | WMT | Walmart INC | 股票-非周期性消费 | 0.66% | — | +0.76% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.65% | — | +12.10% | |
| 35 | PSX | Phillips 66 | 股票-能源 | 0.64% | — | -0.24% | |
| 36 | GWW | Ww Grainger INC | 股票-工业 | 0.64% | — | -1.24% | |
| 37 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.63% | — | +3.41% | |
| 38 | NTAP | Netapp INC | 股票-科技 | 0.62% | — | -0.37% | |
| 39 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.62% | -0.25% | +0.01% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.61% | -0.20% | +4.08% | |
| 41 | AIZ | Assurant INC | 股票-金融 | 0.59% | — | +0.47% | |
| 42 | FFIV | F5 INC | 股票-科技 | 0.59% | — | +0.51% | |
| 43 | IRT | Independence Realty Trust In | 股票-房地产 | 0.58% | — | -3.51% | |
| 44 | UJUN | Innovator U.s. Equity Ultra | ETF-其他 | 0.58% | — | +5.51% | |
| 45 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.58% | — | +1.22% | |
| 46 | MOH | Molina Healthcare INC | 股票-医疗保健 | 0.57% | — | +0.74% | |
| 47 | VLO | Valero Energy CORP | 股票-能源 | 0.57% | +0.49% | +1.04% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.57% | — | +50.41% | |
| 49 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.57% | — | +0.41% | |
| 50 | CDW | Cdw Corp/de | 股票-科技 | 0.56% | — | +0.63% |