CIK: 0001731448
申报总市值
US$3.5亿
仅显示前 200 大持股（共 220 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 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 4.93% | — | -9.46% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.77% | -0.05% | +34.57% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.71% | -0.24% | -3.64% | |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 3.71% | — | +84.55% | |
| 5 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 3.64% | — | -2.78% | |
| 6 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 3.17% | +1.23% | -50.98% | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 3.08% | — | -1.23% | |
| 8 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 2.61% | -0.24% | +11.48% | |
| 9 | CSCO | Cisco Systems INC | 股票-科技 | 2.54% | +0.12% | +27.79% | |
| 10 | SYY | Sysco CORP | 股票-非周期性消费 | 2.51% | — | +1.50% | |
| 11 | TXN | Texas Instruments INC | 股票-科技 | 2.50% | — | +2148.04% | |
| 12 | ACN | Accenture plc | 股票-科技 | 2.42% | — | -2.21% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.29% | +0.17% | -44.00% | |
| 14 | ADP | Automatic Data Processing | 股票-科技 | 2.29% | — | -4.39% | |
| 15 | CPB | THE Campbell's Company | 股票-非周期性消费 | 2.29% | — | +100.04% | |
| 16 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.29% | — | — | |
| 17 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 2.27% | — | -0.82% | |
| 18 | ITW | Illinois Tool Works | 股票-工业 | 2.23% | — | — | |
| 19 | PLD | Prologis INC | 股票-房地产 | 2.12% | — | -2.49% | |
| 20 | ULST | Ss Ultra Short Tm Bond ETF | ETF-其他 | 2.00% | — | -46.19% | |
| 21 | XLF | Ss Financial Select Sector | ETF-其他 | 1.94% | — | -3.16% | |
| 22 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 1.83% | — | -2.57% | |
| 23 | KIE | Ss Spdr S&p Insurance ETF | ETF-其他 | 1.77% | — | — | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.69% | — | — | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.52% | — | +14.14% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.42% | — | -9.66% | |
| 27 | AAPL | Apple INC | 股票-科技 | 1.19% | — | -1.86% | |
| 28 | USB | US Bancorp | 股票-金融 | 1.14% | — | +1286.08% | |
| 29 | D | Dominion Energy INC | 股票-公用事业 | 1.11% | — | — | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.10% | — | +185.54% | |
| 31 | DJD | Invesco Dow Jones Industrial | ETF-其他 | 1.07% | — | -3.91% | |
| 32 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 1.06% | — | -2.68% | |
| 33 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.04% | — | -6.98% | |
| 34 | PDP | Invesco Dorsey Wright Moment | ETF-其他 | 1.04% | — | -56.51% | |
| 35 | IDLV | Invesco S&p International De | ETF-其他 | 0.93% | — | — | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.81% | -1.01% | +0.22% | |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.75% | — | +13.32% | |
| 38 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.75% | — | +13.85% | |
| 39 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.72% | — | -69.82% | |
| 40 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.67% | — | — | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | +0.76% | — | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | — | -0.13% | |
| 43 | VZ | Verizon Communications INC | 股票-通信服务 | 0.64% | -0.42% | EXIT | |
| 44 | DG | Dollar General CORP | 股票-非周期性消费 | 0.63% | — | -1.37% | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.60% | — | +159.28% | |
| 46 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.59% | — | -10.79% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | — | — | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.54% | — | +18.74% | |
| 49 | PFE | Pfizer INC | 股票-医疗保健 | 0.53% | — | -0.83% | |
| 50 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.53% | — | -0.01% |