CIK: 0001730293
申报总市值
US$1.8亿
仅显示前 200 大持股（共 420 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 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.10% | — | -10.70% | |
| 2 | ✓ | Indexiq ETF Tr | ETF-大型股与成长 | 0.10% | — | +35.56% | |
| 3 | MO | Altria Group INC | 股票-非周期性消费 | 0.10% | — | -27.20% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.10% | — | +7.64% | |
| 5 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.10% | — | -20.36% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.10% | — | +3.01% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.09% | +0.78% | -13.41% | |
| 8 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.09% | -1.24% | EXIT | |
| 9 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.09% | — | +1.07% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.09% | — | -26.48% | |
| 11 | USB | US Bancorp | 股票-金融 | 0.09% | — | -18.01% | |
| 12 | AXON | Axon Enterprise INC | 股票-工业 | 0.09% | -0.57% | EXIT | |
| 13 | IQ | Iqiyi Inc-adr | 股票-其他 | 0.09% | — | +8.48% | |
| 14 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.09% | — | +36.28% | |
| 15 | TSLA | Tesla INC | 股票-周期性消费 | 0.09% | -0.35% | -15.00% | |
| 16 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.09% | — | -17.31% | |
| 17 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 0.08% | — | +2.28% | |
| 18 | MMM | 3m Co | 股票-工业 | 0.08% | — | -11.98% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.08% | — | -9.06% | |
| 20 | PSX | Phillips 66 | 股票-能源 | 0.08% | — | -21.95% | |
| 21 | ADBE | Adobe INC | 股票-科技 | 0.08% | — | -21.61% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.08% | — | -56.89% | |
| 23 | ADREUSD | Invesco Bldrs Emerging Marke | ETF-新兴市场 | 0.08% | — | -18.01% | |
| 24 | EOD | Allspring Global Dividend Op | 股票-其他 | 0.08% | — | -16.18% | |
| 25 | NOC | Northrop Grumman CORP | 股票-工业 | 0.08% | — | -19.47% | |
| 26 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.08% | — | +0.16% | |
| 27 | QCOM | Qualcomm INC | 股票-科技 | 0.08% | — | -21.00% | |
| 28 | PYPL | Paypal Holdings INC | 股票-金融 | 0.08% | — | +1.87% | |
| 29 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 0.08% | — | -23.23% | |
| 30 | XAWPX | Abrdn Global Premier Propert | 股票-其他 | 0.08% | — | -17.14% | |
| 31 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.08% | — | +0.10% | |
| 32 | FVC | First Trust Dorsey Wright Dy | ETF-其他 | 0.08% | — | -12.90% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.08% | -0.51% | EXIT | |
| 34 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.08% | — | -3.01% | |
| 35 | ARKK | Ark Innovation ETF | ETF-其他 | 0.08% | — | +0.80% | |
| 36 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.07% | — | -4.30% | |
| 37 | SHOP | Shopify INC - Class A | 股票-科技 | 0.07% | — | +4.17% | |
| 38 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.07% | — | -6.89% | |
| 39 | DSL | Doubleline Income Solutions | 股票-其他 | 0.07% | — | +0.17% | |
| 40 | COP | Conocophillips | 股票-能源 | 0.07% | — | -38.74% | |
| 41 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.07% | — | -13.35% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.07% | — | -23.86% | |
| 43 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.07% | — | -7.60% | |
| 44 | SO | Southern Co/the | 股票-公用事业 | 0.07% | — | -2.98% | |
| 45 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.07% | — | -21.58% | |
| 46 | CSQ | Calamos Strat Ttl Rtrn Fnd | 股票-其他 | 0.07% | — | -21.05% | |
| 47 | AMT | American Tower CORP | 股票-房地产 | 0.07% | — | -7.66% | |
| 48 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.07% | — | +7.52% | |
| 49 | CMF | Ishares California Muni Bond | ETF-其他 | 0.07% | — | -80.08% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.07% | — | +15.73% |