CIK: 0001568132
申报总市值
US$10.5亿
仅显示前 200 大持股（共 677 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 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 24.21% | — | +19.03% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 9.19% | -1.27% | +1.41% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 7.61% | -0.68% | -5.54% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 6.37% | +0.68% | +0.02% | |
| 5 | FDHY | Fidelity Enh Hi Yld ETF | ETF-其他 | 4.25% | — | -3.70% | |
| 6 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 4.22% | — | +137043.97% | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 2.95% | — | -0.90% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.92% | -0.13% | -1.75% | |
| 9 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 2.71% | -0.42% | -12.41% | |
| 10 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 2.70% | — | -21.56% | |
| 11 | GLDM1USD | Spdr Gold Minishares Trust | ETF-避险与商品 | 2.55% | — | +28.16% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.60% | -0.06% | -73.95% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.55% | — | — | |
| 14 | FXZ | First Trust Materials Alphad | ETF-其他 | 1.45% | — | — | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.45% | — | +0.34% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.44% | -0.05% | +0.01% | |
| 17 | PRN | Invesco Dorsey Wright Indus | ETF-其他 | 1.40% | +0.26% | NEW | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.39% | -0.49% | +189.22% | |
| 19 | GL | Globe Life INC | 股票-金融 | 1.17% | — | — | |
| 20 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 1.15% | -0.05% | +84.70% | |
| 21 | PBW | Invesco Wilderhill Clean Ene | ETF-其他 | 1.08% | -0.12% | +1.52% | |
| 22 | ARKW | Ark Next Generation Internet | ETF-其他 | 1.01% | — | -3.13% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.00% | -1.16% | +493.90% | |
| 24 | GGME | Invesco Next Gen Media And G | ETF-其他 | 0.94% | — | — | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.84% | -0.24% | — | |
| 26 | AAPL | Apple INC | 股票-科技 | 0.69% | +0.04% | -0.56% | |
| 27 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.69% | — | -54.08% | |
| 28 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.48% | — | -10.85% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | -0.13% | -8.75% | |
| 30 | MAIN | Main Street Capital CORP | 股票-金融 | 0.35% | — | -3.31% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.32% | -0.18% | +9.83% | |
| 32 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.32% | — | +3.03% | |
| 33 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.31% | — | — | |
| 34 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.30% | — | — | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.23% | — | +86.78% | |
| 36 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.18% | — | +1.84% | |
| 37 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.18% | — | — | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.17% | — | +0.26% | |
| 39 | NIO | Nio INC - Adr | 股票-周期性消费 | 0.16% | — | +1.32% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.14% | — | +7.09% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.13% | — | +195.05% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.12% | +0.07% | +10.50% | |
| 43 | TSLA | Tesla INC | 股票-周期性消费 | 0.12% | — | -8.61% | |
| 44 | PM | Philip Morris International | 股票-非周期性消费 | 0.11% | — | +8.24% | |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.11% | — | +15.52% | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.11% | — | +13.10% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.10% | — | +4.21% | |
| 48 | PEP | Pepsico INC | 股票-非周期性消费 | 0.10% | — | -16.51% | |
| 49 | TXN | Texas Instruments INC | 股票-科技 | 0.10% | — | -2.27% | |
| 50 | PLUG | Plug Power INC | 股票-工业 | 0.10% | — | -28.57% |