CIK: 0001733777
申报总市值
US$4.8亿
仅显示前 200 大持股（共 239 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 10.64% | — | +19.61% | |
| 2 | PTBD | Pacer Trendpilot US Bond ETF | ETF-其他 | 7.67% | — | +11.18% | |
| 3 | ✓ | Kraneshares Tr | 股票-其他 | 6.85% | — | +17.76% | |
| 4 | ✓ | Kraneshares Tr | 股票-其他 | 6.20% | — | +6.39% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.97% | — | -0.11% | |
| 6 | ✓ | Kraneshares Tr | 股票-其他 | 4.79% | — | -10.36% | |
| 7 | PWS | Pacer Wealthshield ETF | ETF-其他 | 3.15% | — | -27.53% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.57% | — | -42.61% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.03% | — | -14.66% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.03% | — | +49.58% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.01% | — | -28.60% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.87% | — | -19.28% | |
| 13 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.76% | — | -18.07% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.48% | — | +1.12% | |
| 15 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型股与成长 | 1.31% | — | -2.71% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.26% | — | -1.27% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.02% | — | +3.08% | |
| 18 | PFL | Pimco Income Strategy Fund | 股票-其他 | 0.99% | — | +0.35% | |
| 19 | ARKK | Ark Innovation ETF | ETF-其他 | 0.89% | — | +13.30% | |
| 20 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.82% | — | +10.47% | |
| 21 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.81% | — | +8.91% | |
| 22 | FNGO | Microsectors Fang Index 2x L | ETF-大型股与成长 | 0.67% | — | +385.65% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.66% | — | +2.47% | |
| 24 | FSKR | Fs Kkr Capital CORP Ii | 股票-其他 | 0.65% | — | -3.12% | |
| 25 | MMM | 3m Co | 股票-工业 | 0.52% | — | +17.59% | |
| 26 | IVOL | Quadratic Int Rte Vol Infl H | ETF-其他 | 0.49% | — | -26.00% | |
| 27 | DIAL | Columbia Divers Fix INC ETF | ETF-其他 | 0.48% | — | -22.27% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.48% | — | -5.66% | |
| 29 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.46% | — | — | |
| 30 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.46% | — | — | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | — | +242.64% | |
| 32 | CIM | Chimera Investment Corporation | 股票-其他 | 0.42% | — | -2.89% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.42% | — | -20.06% | |
| 34 | MO | Altria Group INC | 股票-非周期性消费 | 0.42% | — | +1.68% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.42% | — | -7.28% | |
| 36 | XLE | Ss Energy Select Sector | ETF-其他 | 0.40% | — | -17.40% | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.40% | — | -19.52% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.39% | — | -1.72% | |
| 39 | TGT | Target CORP | 股票-周期性消费 | 0.39% | — | -23.23% | |
| 40 | AAPL | Apple INC | 股票-科技 | 0.39% | — | +2.88% | |
| 41 | NIO | Nio INC - Adr | 股票-周期性消费 | 0.38% | — | -20.87% | |
| 42 | HP5A | Equity Commonwealth | 股票-其他 | 0.38% | — | -2.24% | |
| 43 | TROW | T Rowe Price Group INC | 股票-金融 | 0.38% | — | +0.60% | |
| 44 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.38% | — | +5.08% | |
| 45 | SWK | Stanley Black & Decker INC | 股票-工业 | 0.35% | — | -17.22% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.34% | — | -17.05% | |
| 47 | XYZ | Block INC | 股票-金融 | 0.34% | — | -17.05% | |
| 48 | LIN | Linde plc | 股票-原材料 | 0.34% | — | -20.98% | |
| 49 | DOV | Dover CORP | 股票-工业 | 0.33% | — | -10.88% | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.33% | — | -5.66% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +1.5% | +19.61% | 加仓 |
| 2 | ✓ | Kraneshares Tr | +1.5% | +17.76% | 加仓 |
| 3 | IVE | Ishares S&p 500 Value ETF | +0.8% | +49.58% | 加仓 |
| 4 | PTBD | Pacer Trendpilot US Bond ETF | +0.8% | +11.18% | 加仓 |
| 5 | ✓ | Kraneshares Tr | +0.4% | +6.39% | 加仓 |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +242.64% | 加仓 |
| 7 | CVX | Chevron CORP | +0.3% | +447.04% | 加仓 |
| 8 | EMR | Emerson Electric Co | +0.3% | +448.47% | 加仓 |
| 9 | AOS | Smith (a.o.) CORP | +0.3% | +529.54% | 加仓 |
| 10 | CAT | Caterpillar INC | +0.3% | +312.62% | 加仓 |
| 11 | PNR | Pentair plc | +0.3% | +544.81% | 加仓 |
| 12 | ADM | Archer-daniels-midland Co | +0.3% | +597.95% | 加仓 |
| 13 | PPG | Ppg Industries INC | +0.3% | +563.14% | 加仓 |
| 14 | ABT | Abbott Laboratories | +0.3% | +337.55% | 加仓 |
| 15 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | -0.11% | 减仓 |
| 16 | ALB | Albemarle CORP | +0.2% | +352.28% | 加仓 |
| 17 | AMCR | Amcor plc | +0.2% | +621.62% | 加仓 |
| 18 | LEG | Leggett & Platt INC | +0.2% | +573.85% | 加仓 |
| 19 | GWW | Ww Grainger INC | +0.2% | +553.20% | 加仓 |
| 20 | EXPD | Expeditors Intl Wash INC | +0.2% | +476.71% | 加仓 |
| 21 | GPC | Genuine Parts Co | +0.2% | +278.55% | 加仓 |
| 22 | LOW | Lowe's Cos INC | +0.2% | +285.96% | 加仓 |
| 23 | PEP | Pepsico INC | -0.2% | -66.15% | 减仓 |
| 24 | NIO | Nio INC - Adr | -0.2% | -20.87% | 减仓 |
| 25 | KO | Coca-cola Co/the | -0.2% | -64.53% | 减仓 |
| 26 | ROST | Ross Stores INC | -0.2% | -71.98% | 减仓 |
| 27 | ECL | Ecolab INC | -0.2% | -69.26% | 减仓 |
| 28 | WMT | Walmart INC | -0.2% | -49.85% | 减仓 |
| 29 | PG | Procter & Gamble Co/the | -0.2% | -62.71% | 减仓 |
| 30 | CL | Colgate-palmolive Co | -0.2% | -70.79% | 减仓 |
| 31 | BF-B | Brown-forman Corp-class B | -0.3% | -71.68% | 减仓 |
| 32 | APD | Air Products & Chemicals INC | -0.3% | -74.25% | 减仓 |
| 33 | ROP | Roper Technologies INC | -0.3% | -70.44% | 减仓 |
| 34 | MCD | Mcdonald's CORP | -0.3% | -66.83% | 减仓 |
| 35 | SPGI | S&p Global INC | -0.3% | -77.53% | 减仓 |
| 36 | MKC | Mccormick & Co-non Vtg Shrs | -0.3% | -75.59% | 减仓 |
| 37 | IEMG | Ishares Core Msci Emerging | -0.3% | -19.28% | 减仓 |
| 38 | VBK | Vanguard Small-cap Grwth ETF | -0.7% | -28.60% | 减仓 |
| 39 | PWS | Pacer Wealthshield ETF | -0.9% | -27.53% | 减仓 |
| 40 | MTUM | Ishares Msci USA Momentum Fa | -1.9% | -42.61% | 减仓 |
| 41 | IUSG | Ishares Core S&p U.s. Growth | -2.9% | -95.98% | 减仓 |
| 42 | VTWO | Vanguard Russell 2000 ETF | — | NEW | 新建仓 |
| 43 | VONV | Vanguard Russell 1000 Value | — | NEW | 新建仓 |
| 44 | HTAB | Hartford Schroders Tax Aware | — | EXIT | 清仓 |
| 45 | HTRB | Hartford Ttl Rtrn Bnd ETF | — | EXIT | 清仓 |
| 46 | NUE | Nucor CORP | — | NEW | 新建仓 |
| 47 | PBCTEUR | People's United Financial | — | NEW | 新建仓 |
| 48 | BEN | Franklin Resources INC | — | NEW | 新建仓 |
| 49 | SYY | Sysco CORP | — | NEW | 新建仓 |
| 50 | WST | West Pharmaceutical Services | — | NEW | 新建仓 |