CIK: 0001765278
申报总市值
US$3.2亿
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 10.27% | — | +4.31% | |
| 2 | GLD | Spdr Gold Shares | ETF-避险与商品 | 6.31% | -7.75% | +1.78% | |
| 3 | FXG | First Trust Consumer Staples | ETF-其他 | 5.67% | — | — | |
| 4 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 5.26% | — | +2206.30% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 4.83% | +1.14% | +6.34% | |
| 6 | RDVY | First Trust Rising Dividend | ETF-其他 | 4.80% | — | +2.76% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-其他 | 4.17% | — | — | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 3.76% | — | +1285.78% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 3.56% | — | — | |
| 10 | WPC | Wp Carey INC | 股票-房地产 | 3.48% | — | -5.47% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.42% | -2.21% | -15.52% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.16% | — | +1.44% | |
| 13 | IHE | Ishares US Pharmaceuticals E | ETF-其他 | 3.09% | — | — | |
| 14 | IRM | Iron Mountain INC | 股票-房地产 | 2.99% | — | +7.44% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.84% | — | +2484.83% | |
| 16 | IXJ | Ishares Global Healthcare Et | ETF-其他 | 2.02% | — | — | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.79% | — | +2.31% | |
| 18 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.72% | — | -11.77% | |
| 19 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.36% | -1.23% | -3.42% | |
| 20 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.34% | — | — | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.34% | — | +28.20% | |
| 22 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 1.34% | -0.88% | +1.91% | |
| 23 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 1.28% | — | -2.36% | |
| 24 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.08% | — | -31.41% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.01% | +1.24% | +6.40% | |
| 26 | IYM | Ishares U.s. Basic Materials | ETF-其他 | 0.97% | — | +330.83% | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.89% | — | -70.35% | |
| 28 | PEY | Invesco High Yield Equity Di | ETF-非投资级债 | 0.87% | — | — | |
| 29 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.86% | — | -32.18% | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.76% | — | +0.79% | |
| 31 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.76% | -0.72% | EXIT | |
| 32 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 0.75% | — | — | |
| 33 | USVM | Victoryshares US Small Mid C | ETF-其他 | 0.73% | -0.78% | EXIT | |
| 34 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.73% | -1.61% | +549.07% | |
| 35 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 0.70% | — | — | |
| 36 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.65% | — | -50.91% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.64% | — | +1.05% | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.61% | — | +614.49% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.56% | -0.89% | EXIT | |
| 40 | TSLA | Tesla INC | 股票-周期性消费 | 0.56% | — | +28.25% | |
| 41 | FCT | First Trust Snr Fl Rt INC Ii | 股票-其他 | 0.54% | — | — | |
| 42 | FEMB | First Trust Emerging Markets | ETF-新兴市场 | 0.50% | — | +0.79% | |
| 43 | PECO | Phillips Edison & Company In | 股票-房地产 | 0.41% | — | -2.21% | |
| 44 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.39% | — | -86.61% | |
| 45 | TAIL | Cambria Tail Risk ETF | ETF-其他 | 0.33% | — | -51.56% | |
| 46 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.32% | -0.88% | EXIT | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.32% | — | — | |
| 48 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.28% | — | — | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.27% | — | -31.16% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.25% | — | +3.52% |