CIK: 0001767343
申报总市值
US$5.4亿
仅显示前 200 大持股（共 362 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 | 8.74% | -0.33% | +2.41% | |
| 2 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 8.42% | -1.11% | +35.20% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 7.58% | +0.40% | +4.34% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 7.49% | -0.45% | +2.59% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.33% | +0.61% | +7.65% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 5.47% | +0.24% | +5.61% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.80% | -0.38% | -4.63% | |
| 8 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 3.43% | -0.12% | +4.78% | |
| 9 | AAPL | Apple INC | 股票-科技 | 3.02% | +0.18% | -0.17% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.82% | -0.05% | +2.20% | |
| 11 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.70% | -0.51% | +5.08% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.10% | +0.31% | +3.08% | |
| 13 | GJUL | Ft Vest US Equity Moderate B | ETF-其他 | 1.87% | -0.54% | -11.28% | |
| 14 | FTCS | First Trust Capital Strength | ETF-其他 | 1.81% | -0.94% | -4.06% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.69% | -0.01% | +0.02% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.62% | +0.12% | -0.97% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.52% | +0.17% | +2.39% | |
| 18 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股与成长 | 1.45% | -0.04% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.40% | +0.08% | -1.99% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.23% | +0.02% | +1.12% | |
| 21 | PH | Parker Hannifin CORP | 股票-工业 | 1.15% | -0.06% | -0.63% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | +0.11% | -0.10% | |
| 23 | RECS | Columbia Resear Enh Cor ETF | ETF-其他 | 0.91% | +0.36% | +10.73% | |
| 24 | ETN | Eaton Corporation plc | 股票-工业 | 0.82% | +0.02% | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.81% | -0.02% | — | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.74% | — | -1.56% | |
| 27 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.73% | — | -0.38% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.69% | +0.05% | -4.18% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.63% | — | -0.80% | |
| 30 | ADI | Analog Devices INC | 股票-科技 | 0.60% | +0.04% | -2.16% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.58% | — | +0.51% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | +0.01% | +0.02% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.52% | +0.03% | -5.20% | |
| 34 | ABBV | Abbvie INC | 股票-医疗保健 | 0.49% | +0.05% | +0.08% | |
| 35 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.47% | — | -6.25% | |
| 36 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.46% | — | +0.05% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.45% | +0.39% | +2.54% | |
| 38 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.43% | — | -4.22% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.39% | +0.09% | +15.34% | |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.39% | — | -9.21% | |
| 41 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.38% | +0.04% | +11.68% | |
| 42 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.37% | — | — | |
| 43 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.37% | +0.21% | -3.94% | |
| 44 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.34% | — | — | |
| 45 | NSC | Norfolk Southern CORP | 股票-工业 | 0.32% | — | -1.16% | |
| 46 | CSX | Csx CORP | 股票-工业 | 0.32% | — | +0.02% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.31% | — | +0.04% | |
| 48 | NEE | Nextera Energy INC | 股票-公用事业 | 0.30% | — | — | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.28% | — | +0.05% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.27% | +0.03% | +0.12% |