CIK: 0001730293
申报总市值
US$1.8亿
仅显示前 200 大持股（共 739 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 | 4.00% | — | -9.42% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.70% | +0.58% | -2.59% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.67% | -0.75% | +17.00% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.89% | -0.58% | +140.34% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.42% | +0.36% | -2.19% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.41% | -0.80% | -12.49% | |
| 7 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.27% | +2.93% | -10.94% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 1.21% | — | +4.26% | |
| 9 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.19% | — | +7.53% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 1.15% | — | +33.20% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.12% | — | +1.58% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.01% | +0.30% | +24.99% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.01% | -0.57% | EXIT | |
| 14 | FIXD | First Trust Smith Opportunis | ETF-其他 | 1.00% | -0.41% | EXIT | |
| 15 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.85% | — | -7.80% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.84% | +0.38% | -3.28% | |
| 17 | BND | Vanguard Total Bond Market | ETF-其他 | 0.84% | +1.28% | -1.74% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.80% | — | +17.33% | |
| 19 | FTCS | First Trust Capital Strength | ETF-其他 | 0.79% | — | +4.09% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.75% | -2.64% | +343.49% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.70% | +0.15% | +13.88% | |
| 22 | TSLA | Tesla INC | 股票-周期性消费 | 0.69% | -0.35% | -10.95% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.68% | — | -62.95% | |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.65% | — | -9.00% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.63% | — | +18.63% | |
| 26 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.62% | — | -1.31% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.57% | — | +1.64% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.56% | — | +1.63% | |
| 29 | FXH | First Trust Health Care Alph | ETF-其他 | 0.55% | — | +0.19% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.54% | — | -1.52% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.54% | — | +18.22% | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.53% | — | +4.52% | |
| 33 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.53% | — | -3.11% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.51% | -1.13% | EXIT | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.50% | — | +15.30% | |
| 36 | BA | Boeing Co/the | 股票-工业 | 0.50% | — | -11.28% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.50% | -0.22% | +134.23% | |
| 38 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.47% | — | -6.09% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.47% | — | -1.13% | |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.45% | — | +0.52% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | -0.31% | -9.49% | |
| 42 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.44% | -1.24% | EXIT | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.43% | +2.26% | -46.03% | |
| 44 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.43% | — | +67.47% | |
| 45 | ITB | Ishares U.s. Home Constructi | ETF-其他 | 0.42% | — | -2.64% | |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.41% | — | +33.46% | |
| 47 | APPHEUR | Appharvest INC | 股票-其他 | 0.40% | — | — | |
| 48 | FXD | First Trust Consumer Discret | ETF-其他 | 0.40% | — | +1.01% | |
| 49 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.39% | — | +27.40% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.39% | — | +708.66% |