CIK: 0001767433
申报总市值
US$3.4亿
| # | 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 | PTRB | Pgim Total Return Bond ETF | ETF-其他 | 19.07% | — | +5.46% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 9.29% | +0.96% | NEW | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 8.53% | — | — | |
| 4 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-其他 | 7.27% | — | +6551.99% | |
| 5 | DURA | Vaneck Durable High Dividend | ETF-其他 | 7.02% | — | — | |
| 6 | SPD | Simplify US Eqty Plus Down | ETF-其他 | 6.95% | — | +22.50% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.51% | +4.44% | NEW | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 5.13% | +0.14% | NEW | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.92% | — | -55.47% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 4.83% | — | +35.97% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 3.34% | +0.35% | -4.06% | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.86% | — | +243.79% | |
| 13 | PSQUSD | Proshares Short Qqq | ETF-其他 | 1.88% | — | — | |
| 14 | RWM | Proshares Short Russell2000 | ETF-其他 | 1.84% | — | — | |
| 15 | ✓ | 股票-其他 | 1.83% | — | — | ||
| 16 | HD | Home Depot INC | 股票-周期性消费 | 1.07% | — | +95.25% | |
| 17 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.84% | — | — | |
| 18 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.77% | — | +25.46% | |
| 19 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股与成长 | 0.65% | — | +1.61% | |
| 20 | LIN | Linde plc | 股票-原材料 | 0.58% | — | — | |
| 21 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.57% | — | — | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.51% | — | +11.88% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.39% | — | -89.68% | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.32% | — | — | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.30% | +2.89% | — | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.29% | — | +2011.71% | |
| 27 | AYI | Acuity INC | 股票-工业 | 0.28% | — | — | |
| 28 | TFC | Truist Financial CORP | 股票-金融 | 0.28% | — | — | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.27% | — | — | |
| 30 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.27% | — | — | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.25% | — | — | |
| 32 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.22% | — | — | |
| 33 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.20% | +0.49% | NEW | |
| 34 | HON | Honeywell International INC | 股票-工业 | 0.18% | -0.12% | EXIT | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.14% | — | — | |
| 36 | MCK | Mckesson CORP | 股票-医疗保健 | 0.13% | — | — | |
| 37 | T | At&t INC | 股票-通信服务 | 0.13% | — | — | |
| 38 | PSEC | Prospect Capital CORP | 股票-其他 | 0.05% | — | — | |
| 39 | CRON | Cronos Group INC | 股票-其他 | 0.02% | — | — |