CIK: 0001731448
申报总市值
US$3.5亿
仅显示前 200 大持股（共 217 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 | ULST | Ss Ultra Short Tm Bond ETF | ETF-其他 | 12.10% | — | -5.47% | |
| 2 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 5.72% | — | -16.56% | |
| 3 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 5.05% | +1.23% | +15.13% | |
| 4 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 3.95% | — | +183.53% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.80% | -0.24% | +590.65% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.42% | — | +902.24% | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 3.30% | — | +0.75% | |
| 8 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 3.07% | — | -26.66% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.02% | +0.48% | NEW | |
| 10 | ADP | Automatic Data Processing | 股票-科技 | 2.36% | — | -3.86% | |
| 11 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.36% | — | +1334.82% | |
| 12 | WM | Waste Management INC | 股票-工业 | 2.30% | — | +0.02% | |
| 13 | MMM | 3m Co | 股票-工业 | 2.26% | — | +945.21% | |
| 14 | CSCO | Cisco Systems INC | 股票-科技 | 2.23% | +0.12% | -28.67% | |
| 15 | FE | Firstenergy CORP | 股票-公用事业 | 2.22% | — | +1.23% | |
| 16 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 2.08% | — | -24.50% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 2.08% | — | +0.50% | |
| 18 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 1.97% | — | +2295.33% | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.81% | -0.24% | +2.86% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.77% | -0.05% | — | |
| 21 | PDP | Invesco Dorsey Wright Moment | ETF-其他 | 1.46% | — | -0.04% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.43% | — | — | |
| 23 | ACN | Accenture plc | 股票-科技 | 1.24% | — | -44.24% | |
| 24 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 1.16% | — | +241.91% | |
| 25 | DJD | Invesco Dow Jones Industrial | ETF-其他 | 1.15% | — | — | |
| 26 | SYY | Sysco CORP | 股票-非周期性消费 | 1.12% | — | +3214.63% | |
| 27 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.11% | — | +18910.10% | |
| 28 | DWAS | Invesco Dorsey Wright Smallc | ETF-其他 | 1.08% | — | +1.95% | |
| 29 | WELL | Welltower INC | 股票-房地产 | 1.07% | — | — | |
| 30 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.06% | — | — | |
| 31 | BLKCHF | Blackrock INC | 股票-其他 | 0.99% | — | — | |
| 32 | KR | Kroger Co | 股票-非周期性消费 | 0.90% | — | — | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | — | +54.29% | |
| 34 | DG | Dollar General CORP | 股票-非周期性消费 | 0.77% | — | +96.50% | |
| 35 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.74% | — | — | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | -1.01% | +0.13% | |
| 37 | PFE | Pfizer INC | 股票-医疗保健 | 0.65% | — | +11.63% | |
| 38 | VZ | Verizon Communications INC | 股票-通信服务 | 0.64% | -0.42% | EXIT | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.64% | — | +32.91% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | — | |
| 41 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.54% | — | +3.13% | |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.53% | — | +3.25% | |
| 43 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.51% | — | — | |
| 44 | AAPL | Apple INC | 股票-科技 | 0.47% | — | +2.25% | |
| 45 | WFC | Wells Fargo & Co | 股票-金融 | 0.46% | — | +0.12% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.46% | — | -2.13% | |
| 47 | CRM | Salesforce INC | 股票-科技 | 0.42% | — | +703.93% | |
| 48 | WDAY | Workday Inc-class A | 股票-科技 | 0.40% | — | — | |
| 49 | ROL | Rollins INC | 股票-周期性消费 | 0.40% | — | -0.93% | |
| 50 | PYPL | Paypal Holdings INC | 股票-金融 | 0.40% | — | — |