CIK: 0001733777
申报总市值
US$4.8亿
| # | 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 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 5.90% | — | +12.12% | |
| 2 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-其他 | 5.87% | — | +4.61% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.84% | — | -32.89% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 5.52% | — | +12.22% | |
| 5 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 4.97% | — | +49.96% | |
| 6 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 4.58% | — | -2.86% | |
| 7 | ✓ | Starboard Invt Tr | 股票-其他 | 4.56% | — | -15.35% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 3.80% | — | -2.60% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.62% | — | +2.87% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.19% | — | +135.89% | |
| 11 | ✓ | Kraneshares Tr | 股票-其他 | 2.84% | — | -44.39% | |
| 12 | AMAX | Adaptive Hedged Multi-asset | ETF-其他 | 2.84% | — | -3.68% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.62% | — | -7.48% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 2.56% | — | -6.41% | |
| 15 | AGOX | Adaptive Alpha Opportunities | ETF-其他 | 2.25% | — | -54.35% | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 2.13% | — | +36.92% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.93% | — | -18.40% | |
| 18 | ISCG | Ishares Morningstar Small-ca | ETF-其他 | 1.81% | — | -14.29% | |
| 19 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 1.77% | — | +4.08% | |
| 20 | RHTX | Rh Tactical Outlook | ETF-其他 | 1.52% | — | -6.59% | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 1.04% | — | +179.28% | |
| 22 | PFL | Pimco Income Strategy Fund | 股票-其他 | 1.00% | — | -1.30% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.87% | — | -6.03% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.87% | — | -5.59% | |
| 25 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.86% | — | +0.83% | |
| 26 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.85% | — | +22.52% | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.78% | — | -8.50% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.71% | — | +17.29% | |
| 29 | AAPL | Apple INC | 股票-科技 | 0.61% | — | -2.95% | |
| 30 | MMM | 3m Co | 股票-工业 | 0.61% | — | -1.53% | |
| 31 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.60% | — | -2.48% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.48% | — | -3.92% | |
| 33 | D | Dominion Energy INC | 股票-公用事业 | 0.48% | — | -6.06% | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.48% | — | -3.87% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.47% | — | -3.28% | |
| 36 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.46% | — | -3.91% | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.43% | — | +1.78% | |
| 38 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型股与成长 | 0.38% | — | -53.97% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | — | -0.55% | |
| 40 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.35% | — | -6.35% | |
| 41 | XLF | Ss Financial Select Sector | ETF-其他 | 0.34% | — | -5.73% | |
| 42 | NIO | Nio INC - Adr | 股票-周期性消费 | 0.33% | — | -0.49% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.33% | — | -0.52% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.32% | — | +15.14% | |
| 45 | FNGO | Microsectors Fang Index 2x L | ETF-大型股与成长 | 0.29% | — | -6.92% | |
| 46 | TSLA | Tesla INC | 股票-周期性消费 | 0.28% | — | +199.11% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.27% | — | -5.15% | |
| 48 | XJQCX | Nuveen Credit Strategies INC | 股票-其他 | 0.26% | — | +2.28% | |
| 49 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.25% | — | -3.19% | |
| 50 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.24% | — | -4.77% |