CIK: 0001730293
申报总市值
US$1.8亿
仅显示前 200 大持股（共 607 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 | AAPL | Apple INC | 股票-科技 | 3.36% | — | +3.66% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.51% | -0.75% | +19.01% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.32% | +0.58% | +13.00% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.84% | — | +179.55% | |
| 5 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.81% | +2.93% | +12.58% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.78% | -0.58% | +29.55% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.73% | -0.80% | +23.45% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.63% | — | -1.95% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.55% | +2.26% | -4.64% | |
| 10 | SLV | Ishares Silver Trust | ETF-避险与商品 | 1.39% | — | +53.94% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.39% | — | +270.95% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.24% | — | +600.73% | |
| 13 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 1.09% | — | -11.44% | |
| 14 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.00% | — | +11.63% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.95% | +0.36% | -25.88% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 0.95% | — | -1.39% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.93% | — | -4.61% | |
| 18 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.91% | -0.41% | EXIT | |
| 19 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.83% | — | -3.06% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.82% | — | +0.30% | |
| 21 | FTCS | First Trust Capital Strength | ETF-其他 | 0.80% | — | +24.26% | |
| 22 | FXH | First Trust Health Care Alph | ETF-其他 | 0.77% | — | — | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 0.74% | +1.28% | -1.23% | |
| 24 | BA | Boeing Co/the | 股票-工业 | 0.73% | — | +36.94% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.73% | -1.19% | EXIT | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.72% | -0.71% | EXIT | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.68% | +0.38% | -1.69% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.68% | +0.30% | -7.39% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.68% | +0.15% | +13.32% | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.63% | — | +97.13% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.62% | — | +116.54% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.62% | — | +0.14% | |
| 33 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.57% | — | +253.02% | |
| 34 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.56% | — | +8.36% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.56% | — | +6.45% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.55% | — | +129.03% | |
| 37 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.54% | — | -4.00% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.53% | -0.57% | EXIT | |
| 39 | SHOP | Shopify INC - Class A | 股票-科技 | 0.50% | — | +48.79% | |
| 40 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.48% | — | +58.14% | |
| 41 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.48% | — | +4.77% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | — | +1.43% | |
| 43 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.46% | — | +15.83% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.45% | -0.19% | +13.04% | |
| 45 | XAODX | Abrdn Total Dynamic Dividend | 股票-其他 | 0.44% | — | -4.11% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.44% | — | +14.93% | |
| 47 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.43% | — | -4.94% | |
| 48 | GMOM | Cambria Global Momentum ETF | ETF-其他 | 0.42% | — | -15.78% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.42% | — | +2.84% | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.42% | -1.25% | -24.53% |