CIK: 0001767343
申报总市值
US$5.4亿
仅显示前 200 大持股（共 219 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 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 10.08% | -0.33% | — | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 8.50% | -0.45% | — | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 6.90% | +0.40% | +2355.46% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 6.72% | -0.38% | — | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.70% | +0.61% | +29207.46% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.62% | +0.24% | — | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.50% | +0.18% | +1552.25% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.85% | -0.05% | — | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.69% | -0.51% | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.48% | +0.12% | +5178.78% | |
| 11 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 2.34% | -1.11% | — | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.24% | -0.01% | +655.32% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.22% | — | — | |
| 14 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股与成长 | 2.21% | -0.04% | — | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.80% | — | — | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.58% | +0.31% | — | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.57% | — | — | |
| 18 | PH | Parker Hannifin CORP | 股票-工业 | 1.55% | -0.06% | — | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.51% | +0.02% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.43% | +0.08% | +419.39% | |
| 21 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.37% | — | +35535.94% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.18% | — | — | |
| 23 | ETN | Eaton Corporation plc | 股票-工业 | 1.16% | +0.02% | +6823.73% | |
| 24 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.16% | — | — | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.14% | +0.03% | +1645.76% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.09% | +0.11% | +507.10% | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 1.06% | — | +1078.45% | |
| 28 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.98% | — | +10791.23% | |
| 29 | ADI | Analog Devices INC | 股票-科技 | 0.98% | +0.04% | +782.36% | |
| 30 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.94% | — | +449.23% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.90% | +0.01% | +834.69% | |
| 32 | CSX | Csx CORP | 股票-工业 | 0.80% | — | — | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.74% | — | — | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.71% | — | — | |
| 35 | ABBV | Abbvie INC | 股票-医疗保健 | 0.67% | +0.05% | +3472.12% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.59% | — | — | |
| 37 | ADBE | Adobe INC | 股票-科技 | 0.58% | — | +335.69% | |
| 38 | NSC | Norfolk Southern CORP | 股票-工业 | 0.55% | — | — | |
| 39 | NEE | Nextera Energy INC | 股票-公用事业 | 0.53% | — | — | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.50% | +0.03% | +547.52% | |
| 41 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 0.48% | — | — | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.44% | +0.39% | — | |
| 43 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.43% | — | — | |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.40% | — | +723.53% | |
| 45 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.35% | — | — | |
| 46 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.33% | — | — | |
| 47 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.32% | +0.21% | +58.88% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.30% | +0.17% | -84.70% | |
| 49 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.30% | +0.04% | — | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.28% | — | +1048.81% |