CIK: 0001740842
申报总市值
US$1.6亿
仅显示前 200 大持股（共 328 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 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 4.37% | — | -2.54% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 3.36% | — | +12.25% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.27% | — | +4.41% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 3.21% | — | +34.65% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 3.05% | — | +37.52% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 3.01% | — | +38.67% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.54% | — | -35.95% | |
| 8 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-其他 | 2.19% | — | -1.74% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.13% | — | -18.60% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.90% | — | +9.00% | |
| 11 | MBB | Ishares Mbs ETF | ETF-其他 | 1.81% | — | +2.25% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.80% | — | -3.41% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.74% | — | +12.39% | |
| 14 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 1.72% | — | +3.98% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.65% | — | +12.74% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.52% | — | -35.59% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.43% | — | -43.10% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.42% | -0.11% | +4.09% | |
| 19 | GII | State Street Spdr S&p Global | ETF-其他 | 1.39% | — | +0.82% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.37% | — | -4.77% | |
| 21 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 1.33% | — | +0.81% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.29% | — | -10.70% | |
| 23 | NVR | Nvr INC | 股票-周期性消费 | 1.22% | -0.28% | — | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.18% | -0.79% | -11.66% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 1.17% | — | -3.83% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.10% | — | +19.20% | |
| 27 | PEP | Pepsico INC | 股票-非周期性消费 | 1.09% | — | +0.06% | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.07% | — | +150.88% | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.06% | -0.17% | EXIT | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.06% | — | -11.95% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.95% | -1.08% | +7.75% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | +0.25% | -3.33% | |
| 33 | HON | Honeywell International INC | 股票-工业 | 0.81% | — | -14.15% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.74% | — | +4.62% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.71% | — | -53.71% | |
| 36 | SPGI | S&p Global INC | 股票-金融 | 0.68% | -0.13% | EXIT | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.67% | — | +6.21% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.67% | — | +4.61% | |
| 39 | RTN1USD | Raytheon Company | 股票-其他 | 0.65% | — | +6.39% | |
| 40 | UNP | Union Pacific CORP | 股票-工业 | 0.65% | — | +6.11% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.63% | — | -11.75% | |
| 42 | WMT | Walmart INC | 股票-非周期性消费 | 0.63% | — | +2.88% | |
| 43 | EA | Electronic Arts INC | 股票-通信服务 | 0.63% | — | +6.65% | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.63% | — | -11.98% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.62% | -0.12% | EXIT | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.62% | — | -5.07% | |
| 47 | DAL | Delta Air Lines INC | 股票-工业 | 0.62% | — | +6.48% | |
| 48 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.62% | — | +319.83% | |
| 49 | AMAT | Applied Materials INC | 股票-科技 | 0.61% | — | +6.88% | |
| 50 | GD | General Dynamics CORP | 股票-工业 | 0.61% | — | +6.58% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | STIP | Ishares 0-5 Year Tips Bond E | +0.9% | +37.52% | 加仓 |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | +0.8% | +38.67% | 加仓 |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | +0.8% | +34.65% | 加仓 |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.7% | +150.88% | 加仓 |
| 5 | FLOT | Ishares Floating Rate Bond E | +0.5% | +319.83% | 加仓 |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | +0.4% | +12.25% | 加仓 |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | +0.2% | +316.11% | 加仓 |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.2% | +12.39% | 加仓 |
| 9 | VB | Vanguard Small-cap ETF | +0.2% | +12.74% | 加仓 |
| 10 | VO | Vanguard Mid-cap ETF | +0.2% | +9.00% | 加仓 |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | +0.2% | +19.20% | 加仓 |
| 12 | BKNG | Booking Holdings INC | +0.1% | +6.92% | 加仓 |
| 13 | MA | Mastercard INC - A | +0.1% | +6.21% | 加仓 |
| 14 | RTN1USD | Raytheon Company | +0.1% | +6.39% | 加仓 |
| 15 | SPGI | S&p Global INC | +0.1% | +7.52% | 加仓 |
| 16 | EA | Electronic Arts INC | +0.1% | +6.65% | 加仓 |
| 17 | ✓ | Powershares ETF Tr Ii | -0.1% | -2.54% | 减仓 |
| 18 | HD | Home Depot INC | -0.1% | -3.83% | 减仓 |
| 19 | UL | Unilever PLC | -0.1% | -52.08% | 减仓 |
| 20 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -11.95% | 减仓 |
| 21 | DIS | Walt Disney Co/the | -0.1% | -11.75% | 减仓 |
| 22 | SLB | Slb LTD | -0.1% | -60.87% | 减仓 |
| 23 | RJF | Raymond James Financial INC | -0.1% | -68.99% | 减仓 |
| 24 | XOM | Exxon Mobil CORP | -0.1% | -3.33% | 减仓 |
| 25 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -28.41% | 减仓 |
| 26 | CHLUSD | China Mobile Ltd-spon Adr | -0.1% | -56.47% | 减仓 |
| 27 | LMT | Lockheed Martin CORP | -0.2% | -57.04% | 减仓 |
| 28 | CB | Chubb Limited | -0.2% | -76.21% | 减仓 |
| 29 | ✓ | -0.2% | -44.79% | 减仓 | |
| 30 | AEP | American Electric Power Company, Inc. | -0.2% | -97.24% | 减仓 |
| 31 | HON | Honeywell International INC | -0.2% | -14.15% | 减仓 |
| 32 | V | Visa Inc-class A Shares | -0.2% | -56.99% | 减仓 |
| 33 | SDA | Sealed Air CORP | -0.2% | -76.17% | 减仓 |
| 34 | AOM | Ishares Core 40/60 Moderate | -0.2% | -29.15% | 减仓 |
| 35 | AMGN | Amgen INC | -0.2% | -67.21% | 减仓 |
| 36 | ✓ | Powershares | -0.2% | -49.85% | 减仓 |
| 37 | JNJ | Johnson & Johnson | -0.3% | -10.70% | 减仓 |
| 38 | SJNK | Ss Spdr Bb St Hi Yield ETF | -0.3% | -44.70% | 减仓 |
| 39 | PCYUSD | Invesco Emerging Markets Sov | -0.3% | -56.22% | 减仓 |
| 40 | BND | Vanguard Total Bond Market | -0.4% | -55.87% | 减仓 |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | -0.5% | -18.60% | 减仓 |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | -0.8% | -35.59% | 减仓 |
| 43 | AGG | Ishares Core U.s. Aggregate | -0.8% | -53.71% | 减仓 |
| 44 | TIP | Ishares Tips Bond ETF | -1.1% | -43.10% | 减仓 |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -1.5% | -35.95% | 减仓 |
| 46 | NVR | Nvr INC | — | NEW | 新建仓 |
| 47 | AVGO | Broadcom INC | — | NEW | 新建仓 |
| 48 | AVGO | Broadcom Inc. | — | EXIT | 清仓 |
| 49 | SPTS | Ss Spdr P St Term Tsy ETF | — | NEW | 新建仓 |
| 50 | SUSA | Ishares Esg Optimized Msci U | — | NEW | 新建仓 |