CIK: 0001534400
申报总市值
US$126.8亿
仅显示前 200 大持股（共 1033 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 5.38% | — | -7.81% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.45% | -0.11% | +7.93% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.32% | -1.00% | +3.07% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.20% | -0.10% | +0.42% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.22% | — | +3.70% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.54% | +0.25% | +1.70% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.37% | +0.78% | +3.73% | |
| 8 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.20% | -1.11% | +6.87% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.12% | +0.30% | +5.34% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.06% | — | -2.11% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.02% | — | +0.85% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.98% | — | +21.75% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 0.88% | — | +13.95% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.76% | -0.29% | +10.48% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.74% | — | +37.13% | |
| 16 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.72% | — | +5.81% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.72% | — | +74.73% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.69% | — | -3.26% | |
| 19 | FFEB | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.68% | — | +5.88% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.68% | — | +3.83% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.65% | — | -11.95% | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.64% | — | +110.40% | |
| 23 | FTCS | First Trust Capital Strength | ETF-其他 | 0.64% | -0.05% | +26.09% | |
| 24 | CLF | Cleveland-cliffs INC | 股票-原材料 | 0.63% | — | +1.08% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | +0.13% | +1.54% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | -0.03% | -0.84% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.60% | +0.25% | +21.00% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.60% | — | +0.35% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | — | +29.84% | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.56% | — | +7.73% | |
| 31 | TSLA | Tesla INC | 股票-周期性消费 | 0.53% | — | +6.11% | |
| 32 | T | At&t INC | 股票-通信服务 | 0.52% | — | +4.05% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.52% | — | +43.59% | |
| 34 | FCX | Freeport-mcmoran INC | 股票-原材料 | 0.52% | — | -4.75% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.52% | +0.05% | +2.49% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.50% | — | +26.08% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | — | +15.79% | |
| 38 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.49% | +0.01% | +10.10% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.48% | +0.11% | +430.33% | |
| 40 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.48% | — | -5.07% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | — | -1.90% | |
| 42 | HD | Home Depot INC | 股票-周期性消费 | 0.47% | -0.09% | +8.10% | |
| 43 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.46% | — | -33.84% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.45% | — | +3.69% | |
| 45 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.45% | — | +7.45% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | -0.01% | +8.35% | |
| 47 | HON | Honeywell International INC | 股票-工业 | 0.43% | — | +4.08% | |
| 48 | CRM | Salesforce INC | 股票-科技 | 0.43% | — | +8.15% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.42% | -0.06% | +2.24% | |
| 50 | MA | Mastercard INC - A | 股票-金融 | 0.42% | — | +1.04% |