CIK: 0001534400
申报总市值
US$126.8亿
仅显示前 200 大持股（共 1428 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 | 4.01% | -0.10% | -10.35% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.12% | -1.00% | -23.55% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.01% | -0.11% | -21.91% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.82% | — | -30.82% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.71% | — | -27.50% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.55% | -1.11% | +9.94% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.55% | — | -27.12% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.38% | +0.30% | -10.94% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.38% | +0.78% | -3.98% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.22% | +0.25% | -9.09% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.13% | — | +100.73% | |
| 12 | TSLA | Tesla INC | 股票-周期性消费 | 1.04% | — | -40.09% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.91% | — | -4.04% | |
| 14 | BND | Vanguard Total Bond Market | ETF-其他 | 0.87% | — | +0.69% | |
| 15 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-其他 | 0.83% | — | +2.17% | |
| 16 | FTCS | First Trust Capital Strength | ETF-其他 | 0.83% | -0.05% | +3.38% | |
| 17 | HD | Home Depot INC | 股票-周期性消费 | 0.82% | -0.09% | -9.92% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.76% | — | -17.58% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.76% | -0.29% | -0.55% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.74% | — | -4.88% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.68% | — | -43.19% | |
| 22 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.68% | +0.09% | +19.76% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | -0.03% | -4.32% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.67% | +0.05% | -6.63% | |
| 25 | CLF | Cleveland-cliffs INC | 股票-原材料 | 0.61% | — | +1.11% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | +0.13% | -6.65% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.59% | -0.07% | +35.37% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.56% | — | -2.62% | |
| 29 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.55% | — | -4.91% | |
| 30 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.53% | +0.01% | +5.66% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.52% | — | +1.87% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.52% | +0.87% | -12.20% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.49% | — | -4.67% | |
| 34 | FCX | Freeport-mcmoran INC | 股票-原材料 | 0.48% | — | -0.25% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.47% | — | -51.05% | |
| 36 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.45% | — | +0.62% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | — | -8.62% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.44% | — | -0.41% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.44% | — | -25.56% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.43% | — | +24.92% | |
| 41 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.43% | — | -17.00% | |
| 42 | HON | Honeywell International INC | 股票-工业 | 0.43% | — | -3.15% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | — | -8.70% | |
| 44 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.40% | — | +31.75% | |
| 45 | CRM | Salesforce INC | 股票-科技 | 0.40% | — | -5.05% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.40% | — | -13.57% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.39% | — | -11.87% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.38% | -0.06% | -9.58% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.37% | -0.01% | +19.47% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.37% | — | +21.87% |