CIK: 0001767302
申报总市值
US$69.8万
仅显示前 200 大持股（共 346 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 | 4.14% | — | -3.49% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.65% | — | -1.42% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.30% | — | +3.20% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.27% | — | +1.37% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.06% | — | -2.02% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.05% | — | -3.43% | |
| 7 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.80% | — | +8.59% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.46% | — | -1.53% | |
| 9 | FTCS | First Trust Capital Strength | ETF-其他 | 1.43% | — | +4.45% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.33% | — | +0.21% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.32% | — | +11.76% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.31% | — | -4.43% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.29% | — | -0.20% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.23% | — | -3.37% | |
| 15 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.15% | — | +495.79% | |
| 16 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.14% | — | +5.49% | |
| 17 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 1.09% | — | +10.85% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.04% | — | +456.98% | |
| 19 | LECO | Lincoln Electric Holdings | 股票-工业 | 0.93% | — | -17.21% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.87% | — | +0.85% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.85% | — | +4.01% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.83% | — | +17.87% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.83% | — | +0.27% | |
| 24 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.83% | — | +5.68% | |
| 25 | SCHK | Schwab 1000 Index ETF | ETF-大型股与成长 | 0.81% | — | -15.67% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | — | +3.00% | |
| 27 | CSX | Csx CORP | 股票-工业 | 0.77% | — | +0.23% | |
| 28 | MOTG | Vaneck Mstar Gl Wide Moat | ETF-其他 | 0.74% | — | -7.69% | |
| 29 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.74% | — | +2.06% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | — | -14.17% | |
| 31 | FPX | First Trust US Equity Opport | ETF-其他 | 0.72% | — | +4.73% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.72% | — | +9.08% | |
| 33 | VUG | Vanguard Growth ETF | ETF-其他 | 0.66% | — | -7.05% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.66% | — | -5.33% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | — | +7.19% | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.64% | — | -4.47% | |
| 37 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.63% | — | +2.63% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.58% | — | +10.20% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.58% | — | -6.36% | |
| 40 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.57% | — | -12.12% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | — | -2.60% | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.53% | — | +19.12% | |
| 43 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.52% | — | +0.28% | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.52% | — | -15.82% | |
| 45 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.51% | — | +1.95% | |
| 46 | ✓ | Indexiq ETF Tr | ETF-大型股与成长 | 0.50% | — | +38.14% | |
| 47 | ✓ | Siren ETF Tr | ETF-其他 | 0.50% | — | +4.16% | |
| 48 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.50% | — | +1.88% | |
| 49 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.50% | — | -1.53% | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.48% | — | +1.41% |