CIK: 0001767302
申报总市值
US$69.8万
仅显示前 200 大持股（共 293 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 | AAPL | Apple INC | 股票-科技 | 5.02% | — | +313.80% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.43% | — | +17.16% | |
| 3 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 3.08% | — | +74.73% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.28% | — | +4.65% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.22% | — | +0.43% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.16% | — | +7.80% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.12% | — | +1.00% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.81% | — | +0.05% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.62% | — | +401.24% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.45% | — | +5.33% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.31% | — | +1.44% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.23% | — | -0.86% | |
| 13 | FTCS | First Trust Capital Strength | ETF-其他 | 1.18% | — | +12.63% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.16% | — | -0.21% | |
| 15 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.08% | — | +5.05% | |
| 16 | LECO | Lincoln Electric Holdings | 股票-工业 | 1.07% | — | -0.14% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.03% | — | +12.04% | |
| 18 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.01% | — | +39.71% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.95% | — | +7.27% | |
| 20 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.92% | — | -22.26% | |
| 21 | CSX | Csx CORP | 股票-工业 | 0.86% | — | -0.70% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.84% | — | +7.13% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | — | -2.79% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.84% | — | +22.31% | |
| 25 | ZG | Zillow Group INC - A | 股票-通信服务 | 0.76% | — | -6.46% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.75% | — | -1.45% | |
| 27 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.74% | — | -10.41% | |
| 28 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.73% | — | — | |
| 29 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.72% | — | -41.49% | |
| 30 | FPX | First Trust US Equity Opport | ETF-其他 | 0.71% | — | -7.79% | |
| 31 | PH | Parker Hannifin CORP | 股票-工业 | 0.70% | — | +0.10% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.66% | — | -1.27% | |
| 33 | TSLA | Tesla INC | 股票-周期性消费 | 0.64% | — | +99.84% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | — | +37.88% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.61% | — | -0.86% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.57% | — | +2.03% | |
| 37 | FEM | First Trust Emerging Markets | ETF-新兴市场 | 0.56% | — | -4.94% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | — | +2.36% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | — | +1.53% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.54% | — | +7.43% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.53% | — | -1.38% | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.52% | — | +12.60% | |
| 43 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.52% | — | -8.40% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.52% | — | +0.96% | |
| 45 | SCHK | Schwab 1000 Index ETF | ETF-大型股与成长 | 0.52% | — | +1.44% | |
| 46 | VAW | Vanguard Materials ETF | ETF-其他 | 0.51% | — | +3.08% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.49% | — | +5.26% | |
| 48 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.49% | — | +7.88% | |
| 49 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.47% | — | +5.50% | |
| 50 | FSMB | First Trust Short Dur Manag | ETF-其他 | 0.47% | — | +234.67% |