CIK: 0001764754
申报总市值
US$43.1亿
仅显示前 200 大持股（共 2112 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.89% | — | -17.04% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 3.06% | +0.15% | -2.90% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.53% | -0.21% | +0.04% | |
| 4 | T | At&t INC | 股票-通信服务 | 1.75% | — | +4.44% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.64% | — | -17.97% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.34% | +0.55% | +9.07% | |
| 7 | CAT | Caterpillar INC | 股票-工业 | 1.04% | — | -7.24% | |
| 8 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.96% | — | +7.21% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.94% | — | -1.50% | |
| 10 | WFC | Wells Fargo & Co | 股票-金融 | 0.92% | — | +2.38% | |
| 11 | ✓ | Accelerate Diagnostics Inc | 股票-其他 | 0.91% | — | +1.07% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.91% | -0.10% | +4.10% | |
| 13 | WPC | Wp Carey INC | 股票-房地产 | 0.89% | — | +0.89% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 0.89% | +0.09% | +1.30% | |
| 15 | INTC | Intel CORP | 股票-科技 | 0.88% | — | -1.10% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | — | +1.33% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | -0.36% | -1.23% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.82% | — | +7.99% | |
| 19 | DUK | Duke Energy CORP | 股票-公用事业 | 0.81% | — | -0.79% | |
| 20 | NSC | Norfolk Southern CORP | 股票-工业 | 0.81% | +0.32% | -0.89% | |
| 21 | VZ | Verizon Communications INC | 股票-通信服务 | 0.80% | — | +3.63% | |
| 22 | XLF | Ss Financial Select Sector | ETF-其他 | 0.75% | -0.10% | -1.73% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.75% | — | -3.75% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.74% | — | -3.48% | |
| 25 | MO | Altria Group INC | 股票-非周期性消费 | 0.73% | — | +22.23% | |
| 26 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.71% | — | -16.04% | |
| 27 | WMT | Walmart INC | 股票-非周期性消费 | 0.70% | — | -2.70% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.68% | — | +925.95% | |
| 29 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.67% | — | -2.30% | |
| 30 | AMGN | Amgen INC | 股票-医疗保健 | 0.65% | — | +1.09% | |
| 31 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.65% | +0.22% | -2.64% | |
| 32 | COP | Conocophillips | 股票-能源 | 0.64% | — | -0.95% | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.64% | — | +178.31% | |
| 34 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.61% | — | +5.14% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.60% | — | -2.69% | |
| 36 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 0.58% | — | -0.19% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.56% | — | -2.54% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.55% | +0.18% | +26.40% | |
| 39 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.55% | — | +4.05% | |
| 40 | CMI | Cummins INC | 股票-工业 | 0.55% | — | -4.41% | |
| 41 | F | Ford Motor Co | 股票-周期性消费 | 0.54% | — | -0.15% | |
| 42 | GHI | Greystone Housing Impact Investors LP | 股票-其他 | 0.54% | — | +12.22% | |
| 43 | GIS | General Mills INC | 股票-非周期性消费 | 0.54% | — | +275.92% | |
| 44 | SO | Southern Co/the | 股票-公用事业 | 0.53% | — | -2.15% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.51% | — | -29.45% | |
| 46 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.51% | — | +3.30% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.51% | — | +18.79% | |
| 48 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.50% | — | +1.29% | |
| 49 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.50% | — | -4.27% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.49% | — | +1.66% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | +0.6% | +925.95% | 加仓 |
| 2 | CSCO | Cisco Systems INC | +0.4% | +178.31% | 加仓 |
| 3 | GWW | Ww Grainger INC | +0.4% | +20604.46% | 加仓 |
| 4 | LBEUR | L Brands INC | +0.4% | +136216.90% | 加仓 |
| 5 | GIS | General Mills INC | +0.4% | +275.92% | 加仓 |
| 6 | DGRO | Ishares Core Dividend Growth | +0.3% | +14146.12% | 加仓 |
| 7 | XFRAX | Blackrock Fltng Rt INC Strat | +0.3% | +840.29% | 加仓 |
| 8 | HEZU | Ishares Currency Hedged Msci | +0.2% | NEW | 新建仓 |
| 9 | FDN | First Trust Dj Internet Ind | +0.2% | +206.00% | 加仓 |
| 10 | BIB | Proshares Ultra Nasd Biotech | +0.2% | +17650.27% | 加仓 |
| 11 | AOM | Ishares Core 40/60 Moderate | +0.2% | +607.25% | 加仓 |
| 12 | VTV | Vanguard Value ETF | +0.2% | +82.24% | 加仓 |
| 13 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +82.07% | 加仓 |
| 14 | XLE | Ss Energy Select Sector | +0.1% | +99.13% | 加仓 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +9.07% | 加仓 |
| 16 | VEA | Vanguard Ftse Developed ETF | +0.1% | +26.40% | 加仓 |
| 17 | OPK | Opko Health INC | +0.1% | +41.14% | 加仓 |
| 18 | AAPL | Apple INC | +0.1% | +0.04% | 加仓 |
| 19 | CVX | Chevron CORP | +0.1% | +1.30% | 加仓 |
| 20 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +18.79% | 加仓 |
| 21 | ✓ | Indexiq ETF Tr | +0.1% | +14034.25% | 加仓 |
| 22 | T | At&t INC | +0.1% | +4.44% | 加仓 |
| 23 | VZ | Verizon Communications INC | +0.1% | +3.63% | 加仓 |
| 24 | OKE | Oneok INC | +0.1% | +36.51% | 加仓 |
| 25 | ROM | Proshares Ultra Technology | +0.1% | +215.70% | 加仓 |
| 26 | PG | Procter & Gamble Co/the | +0.1% | +7.99% | 加仓 |
| 27 | INTC | Intel CORP | +0.1% | -1.10% | 减仓 |
| 28 | UNP | Union Pacific CORP | +0.1% | +20.38% | 加仓 |
| 29 | ACNB | Acnb CORP | -0.1% | -91.93% | 减仓 |
| 30 | BSV | Vanguard Short-term Bond ETF | -0.1% | -66.38% | 减仓 |
| 31 | GNL | Global Net Lease INC | -0.1% | -23.02% | 减仓 |
| 32 | EZU | Ishares Msci Eurozone ETF | -0.1% | -99.92% | 减仓 |
| 33 | PFF | Ishares Preferred & Income S | -0.2% | -16.04% | 减仓 |
| 34 | IJR | Ishares Core S&p Small-cap E | -0.2% | -29.45% | 减仓 |
| 35 | ✓ | Accelerate Diagnostics Inc | -0.2% | +1.07% | 加仓 |
| 36 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -32.46% | 减仓 |
| 37 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | -95.00% | 减仓 |
| 38 | TGT | Target CORP | -0.3% | -81.07% | 减仓 |
| 39 | MOS | Mosaic Co/the | -0.3% | -96.68% | 减仓 |
| 40 | IJH | Ishares Core S&p Midcap ETF | -0.4% | -17.97% | 减仓 |
| 41 | BA | Boeing Co/the | -0.4% | -59.09% | 减仓 |
| 42 | WRKUSD | Westrock Co | -0.5% | -96.28% | 减仓 |
| 43 | FHLC | Fidelity Msci Health Care | -0.5% | -95.58% | 减仓 |
| 44 | IVV | Ishares Core S&p 500 ETF | -0.8% | -17.04% | 减仓 |
| 45 | TIP | Ishares Tips Bond ETF | -0.9% | -94.02% | 减仓 |
| 46 | EFT | Eaton Vance Fltng Rt INC Tr | — | NEW | 新建仓 |
| 47 | AOK | Ishares Core 30/70 Conservat | — | NEW | 新建仓 |
| 48 | ASHR | Xtrackers Harvest Csi 300 Ch | — | EXIT | 清仓 |
| 49 | URE | Proshares Ultra Real Estate | — | EXIT | 清仓 |
| 50 | USD | Proshares Ultra Semiconduct | — | EXIT | 清仓 |