CIK: 0001731732
申报总市值
US$12.4亿
仅显示前 200 大持股（共 761 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 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 4.63% | — | — | |
| 2 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.12% | — | -0.57% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.09% | — | +12.20% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.41% | -0.10% | +2.63% | |
| 5 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 3.37% | — | +6.18% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.18% | — | +10.99% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 2.67% | +0.02% | -6.21% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.66% | +0.27% | -1.02% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.38% | — | +1.99% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.25% | +0.04% | -0.19% | |
| 11 | MA | Mastercard INC - A | 股票-金融 | 1.70% | — | +1.79% | |
| 12 | VAW | Vanguard Materials ETF | ETF-其他 | 1.67% | — | +30.98% | |
| 13 | ARI | Apollo Commercial Real Estat | 股票-其他 | 1.63% | — | -3.85% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.51% | — | -7.79% | |
| 15 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.50% | — | +7.57% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.27% | — | -0.36% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.20% | — | -27.11% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.10% | +1.86% | -3.19% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 1.04% | +0.27% | +6.94% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.99% | — | +75.93% | |
| 21 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-其他 | 0.94% | — | +18.50% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.92% | — | +38.99% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.90% | -0.25% | +386.19% | |
| 24 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.89% | — | +1.54% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | — | +1.59% | |
| 26 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.86% | — | -3.08% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.82% | +0.43% | +28.28% | |
| 28 | SPGI | S&p Global INC | 股票-金融 | 0.80% | — | -3.06% | |
| 29 | XLE | Ss Energy Select Sector | ETF-其他 | 0.80% | — | -0.35% | |
| 30 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.79% | — | -1.98% | |
| 31 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.79% | — | -25.04% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.75% | — | -0.76% | |
| 33 | XLF | Ss Financial Select Sector | ETF-其他 | 0.71% | — | +5.49% | |
| 34 | LUV | Southwest Airlines Co | 股票-工业 | 0.67% | — | -1.32% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | — | +14.78% | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.62% | — | +8.17% | |
| 37 | NNN | Nnn Reit INC | 股票-房地产 | 0.62% | — | +5.26% | |
| 38 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.59% | — | +2.62% | |
| 39 | HYLD2USD | High Yield ETF | ETF-非投资级债 | 0.57% | — | +55.01% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.55% | +0.05% | -0.81% | |
| 41 | ETW | Eaton Vance T/m Glbl Buy-wr | 股票-其他 | 0.54% | — | -0.59% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.54% | — | +7.57% | |
| 43 | LMT | Lockheed Martin CORP | 股票-工业 | 0.54% | — | -0.14% | |
| 44 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.53% | — | -0.72% | |
| 45 | T | At&t INC | 股票-通信服务 | 0.52% | — | +3.72% | |
| 46 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 0.51% | — | +70.64% | |
| 47 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.51% | — | +7.69% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.51% | — | -6.19% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | — | +9.62% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.49% | — | +2.23% |