CIK: 0001666741
申报总市值
US$940.0亿
仅显示前 200 大持股（共 1807 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 | 4.00% | -0.16% | +2.14% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.48% | -0.25% | +4.88% | |
| 3 | FTCS | First Trust Capital Strength | ETF-其他 | 1.82% | — | +2.03% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.78% | — | -2.32% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.73% | — | +194.75% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.66% | -0.33% | +7.58% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.54% | -0.11% | +8.66% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.23% | — | -5.10% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.17% | -0.11% | +5.98% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.04% | -0.10% | +2273.15% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 1.03% | — | +4.48% | |
| 12 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.98% | — | +0.26% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 0.96% | +0.07% | +4.75% | |
| 14 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.92% | — | -4.60% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.77% | -0.08% | +17.49% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.72% | — | +0.44% | |
| 17 | PFE | Pfizer INC | 股票-医疗保健 | 0.65% | — | +0.21% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.63% | — | +35.22% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.62% | +0.03% | +40.08% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.61% | — | -5.81% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.59% | — | -18.20% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.59% | — | +12.26% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.58% | — | +20.96% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.58% | — | -4.94% | |
| 25 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.57% | — | +1.26% | |
| 26 | BND | Vanguard Total Bond Market | ETF-其他 | 0.57% | — | +4.14% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.56% | — | -4.35% | |
| 28 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.53% | — | -0.15% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.53% | +0.13% | +123.65% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.52% | +0.04% | +12.20% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | +0.12% | +8.30% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | — | +11.56% | |
| 33 | TSLA | Tesla INC | 股票-周期性消费 | 0.48% | -0.07% | +6.60% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.46% | -0.18% | +8.50% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.45% | — | -3.62% | |
| 36 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.45% | — | -0.40% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.45% | — | +48.84% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.44% | — | -7.38% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.44% | — | +11.41% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.43% | — | +3.80% | |
| 41 | SUB | Ishares Short-term National | ETF-其他 | 0.43% | — | -11.96% | |
| 42 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.42% | — | +9.53% | |
| 43 | QCOM | Qualcomm INC | 股票-科技 | 0.41% | — | +3.71% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | -0.06% | +24.58% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.37% | — | -10.66% | |
| 46 | WMT | Walmart INC | 股票-非周期性消费 | 0.37% | — | +10.92% | |
| 47 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.37% | — | +15.00% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.36% | -0.08% | +5.41% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.36% | -0.10% | -4.70% | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.35% | — | +0.52% |