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 | 9.68% | -0.33% | -0.74% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 8.19% | -0.45% | +0.85% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 7.24% | +0.40% | -0.93% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 6.44% | -0.38% | +1.94% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 5.00% | +0.24% | +2.04% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.88% | +0.61% | +2.35% | |
| 7 | AAPL | Apple INC | 股票-科技 | 4.16% | +0.18% | -0.88% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.83% | -0.05% | +1.94% | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.66% | -0.51% | +1.94% | |
| 10 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 2.60% | -1.11% | +14.31% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.32% | -0.01% | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.30% | +0.12% | -1.47% | |
| 13 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股与成长 | 2.22% | -0.04% | +0.30% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.08% | — | +0.79% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.72% | — | +0.77% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.71% | +0.31% | +1.11% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.67% | +0.08% | -0.99% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.49% | +0.02% | -2.09% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.47% | — | -1.36% | |
| 20 | PH | Parker Hannifin CORP | 股票-工业 | 1.37% | -0.06% | -0.33% | |
| 21 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.25% | — | +0.02% | |
| 22 | ETN | Eaton Corporation plc | 股票-工业 | 1.14% | +0.02% | — | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.11% | — | -0.17% | |
| 24 | ADI | Analog Devices INC | 股票-科技 | 1.09% | +0.04% | -1.13% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.09% | +0.03% | +1.00% | |
| 26 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.07% | — | -3.61% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | +0.11% | -1.02% | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.89% | — | -3.54% | |
| 29 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.88% | — | — | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | +0.01% | -0.28% | |
| 31 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.81% | — | -1.61% | |
| 32 | CSX | Csx CORP | 股票-工业 | 0.71% | — | +0.02% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.67% | — | -1.31% | |
| 34 | ABBV | Abbvie INC | 股票-医疗保健 | 0.61% | +0.05% | -0.09% | |
| 35 | ADBE | Adobe INC | 股票-科技 | 0.60% | — | -3.76% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.60% | — | -0.56% | |
| 37 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.58% | — | — | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.55% | — | -1.57% | |
| 39 | NEE | Nextera Energy INC | 股票-公用事业 | 0.51% | — | -10.51% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.49% | +0.39% | -4.07% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | +0.03% | -2.93% | |
| 42 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 0.43% | — | — | |
| 43 | NSC | Norfolk Southern CORP | 股票-工业 | 0.43% | — | -5.32% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.42% | +0.17% | +31.63% | |
| 45 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.39% | — | — | |
| 46 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.37% | — | — | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.36% | — | — | |
| 48 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.34% | +0.21% | +1.38% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.32% | — | -3.02% | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.29% | — | +0.12% |