CIK: 0001764754
申报总市值
US$43.1亿
仅显示前 200 大持股（共 2560 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 | 3.85% | — | -2.49% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.93% | -0.21% | -1.65% | |
| 3 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.57% | — | +70.00% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.10% | — | +133.19% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.02% | +1.14% | +12.25% | |
| 6 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.75% | — | +4.90% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.67% | — | +13.19% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.65% | +0.55% | +8.65% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.48% | -0.36% | +1.26% | |
| 10 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.24% | — | -9.21% | |
| 11 | WPC | Wp Carey INC | 股票-房地产 | 1.17% | — | +0.64% | |
| 12 | FCTR | First Trust Lunt US Factor | ETF-其他 | 1.16% | — | -10.50% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.15% | -0.25% | +120.16% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.10% | — | +2.21% | |
| 15 | MBB | Ishares Mbs ETF | ETF-其他 | 1.09% | +0.07% | +60.15% | |
| 16 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.02% | — | +32.85% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | +0.15% | +2.79% | |
| 18 | ROM | Proshares Ultra Technology | ETF-科技型 | 0.97% | — | — | |
| 19 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.90% | — | +1.45% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.85% | — | +8.51% | |
| 21 | T | At&t INC | 股票-通信服务 | 0.84% | — | +3.31% | |
| 22 | ✓ | Innovator Etfs Tr Ii | ETF-其他 | 0.81% | — | -26.11% | |
| 23 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.73% | — | +6.21% | |
| 24 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.69% | — | -24.26% | |
| 25 | INTC | Intel CORP | 股票-科技 | 0.69% | — | -4.87% | |
| 26 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.65% | — | +35.17% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.65% | +1.10% | +7.27% | |
| 28 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.65% | — | +312.61% | |
| 29 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.63% | +0.22% | +10.36% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.62% | — | +4.02% | |
| 31 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.62% | — | +4470.26% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.57% | -0.10% | +6.01% | |
| 33 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.57% | — | +8.62% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.56% | — | +7.22% | |
| 35 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.51% | — | -2.87% | |
| 36 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.50% | — | -81.68% | |
| 37 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.49% | — | +0.18% | |
| 38 | NSC | Norfolk Southern CORP | 股票-工业 | 0.49% | +0.32% | +0.40% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.48% | — | -1.69% | |
| 40 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 0.48% | — | -0.18% | |
| 41 | BIB | Proshares Ultra Nasd Biotech | ETF-科技型 | 0.48% | — | +65756.28% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.47% | — | +2.42% | |
| 43 | VZ | Verizon Communications INC | 股票-通信服务 | 0.46% | — | +1.11% | |
| 44 | CAT | Caterpillar INC | 股票-工业 | 0.45% | — | -0.95% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | -2.83% | |
| 46 | DUK | Duke Energy CORP | 股票-公用事业 | 0.44% | — | +0.49% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.44% | -0.15% | +17.03% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | — | +84.55% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.43% | — | -0.11% | |
| 50 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 0.43% | — | +710.09% |