CIK: 0001624758
申报总市值
US$38.1亿
仅显示前 200 大持股（共 1360 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 9.06% | +8.00% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.67% | +3.19% | NEW | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.83% | +3.15% | NEW | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-其他 | 3.78% | +3.78% | NEW | |
| 5 | TDTF | Flexshares Iboxx 5-year Targ | ETF-其他 | 2.25% | +1.88% | NEW | |
| 6 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-其他 | 2.21% | +1.74% | NEW | |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.93% | +1.92% | NEW | |
| 8 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 1.88% | +1.46% | NEW | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.82% | +1.91% | NEW | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.82% | +2.22% | NEW | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.68% | +1.19% | NEW | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.63% | +1.33% | NEW | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.62% | +1.57% | NEW | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.53% | +1.07% | NEW | |
| 15 | OUSM | Alps Oshares US Small-cap Qu | ETF-其他 | 1.31% | — | — | |
| 16 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.24% | — | -14.02% | |
| 17 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.97% | — | +829.84% | |
| 18 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.96% | +0.90% | NEW | |
| 19 | XLE | Ss Energy Select Sector | ETF-其他 | 0.87% | — | +2.42% | |
| 20 | WMT | Walmart INC | 股票-非周期性消费 | 0.78% | +0.76% | NEW | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.78% | — | +3.77% | |
| 22 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.77% | +0.59% | NEW | |
| 23 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.76% | — | +128.07% | |
| 24 | GS | Goldman Sachs Group INC | 股票-金融 | 0.75% | +0.79% | NEW | |
| 25 | DIVI | Franklin International Core | ETF-其他 | 0.75% | +1.67% | NEW | |
| 26 | RTX | Rtx CORP | 股票-工业 | 0.73% | +0.73% | NEW | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.71% | +0.56% | NEW | |
| 28 | RLY | Ss Multi-asset Real Ret ETF | ETF-其他 | 0.69% | +0.66% | NEW | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.69% | +0.88% | NEW | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.66% | +0.50% | NEW | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | +0.44% | NEW | |
| 32 | C | Citigroup INC | 股票-金融 | 0.61% | +0.70% | NEW | |
| 33 | MSI | Motorola Solutions INC | 股票-科技 | 0.58% | +0.46% | NEW | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.57% | +0.85% | NEW | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | +0.68% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.56% | — | +4.33% | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 0.56% | +0.62% | NEW | |
| 38 | AEP | American Electric Power | 股票-公用事业 | 0.53% | +0.50% | NEW | |
| 39 | COP | Conocophillips | 股票-能源 | 0.53% | +0.58% | NEW | |
| 40 | SPGI | S&p Global INC | 股票-金融 | 0.52% | — | +4.21% | |
| 41 | MS | Morgan Stanley | 股票-金融 | 0.51% | +0.53% | NEW | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | — | -0.64% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.49% | +0.57% | NEW | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | +0.58% | NEW | |
| 45 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.48% | — | -35.72% | |
| 46 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.46% | — | +5.71% | |
| 47 | EOG | Eog Resources INC | 股票-能源 | 0.45% | — | +6.27% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.45% | +0.49% | NEW | |
| 49 | AMT | American Tower CORP | 股票-房地产 | 0.45% | — | +8.28% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.44% | +0.58% | NEW |