CIK: 0001764754
申报总市值
US$43.1亿
仅显示前 200 大持股（共 2626 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 | 4.11% | — | +4.50% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.48% | -0.21% | +302.28% | |
| 3 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.80% | — | +16.93% | |
| 4 | USIG | Ishares Broad Usd Investment | ETF-其他 | 2.02% | — | +23.09% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.00% | — | +1.81% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.96% | +1.14% | -2.03% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.79% | +0.55% | +5.73% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.74% | — | +5.86% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.40% | -0.36% | -4.38% | |
| 10 | MBB | Ishares Mbs ETF | ETF-其他 | 1.21% | +0.07% | +19.42% | |
| 11 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.15% | — | -0.80% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.10% | — | +23.24% | |
| 13 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.07% | — | +6.23% | |
| 14 | WPC | Wp Carey INC | 股票-房地产 | 1.06% | — | -1.00% | |
| 15 | FCTR | First Trust Lunt US Factor | ETF-其他 | 1.00% | — | -14.00% | |
| 16 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型股与成长 | 0.97% | — | — | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.96% | — | +5.47% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.93% | — | -10.28% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.82% | -0.25% | -32.61% | |
| 20 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.73% | — | -1.67% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | +0.15% | -3.93% | |
| 22 | T | At&t INC | 股票-通信服务 | 0.69% | — | -8.09% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.67% | +1.10% | +0.79% | |
| 24 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.67% | — | +5.52% | |
| 25 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.66% | — | +92.50% | |
| 26 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.64% | — | -3.00% | |
| 27 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.64% | — | -0.62% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | — | -0.60% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | — | +3.01% | |
| 30 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.62% | +0.22% | +3.09% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.59% | — | +5703.69% | |
| 32 | NSC | Norfolk Southern CORP | 股票-工业 | 0.59% | +0.32% | -0.05% | |
| 33 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.56% | — | +2.08% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.56% | -0.10% | -0.44% | |
| 35 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.53% | — | -0.18% | |
| 36 | USD | Proshares Ultra Semiconduct | ETF-其他 | 0.52% | — | — | |
| 37 | QLD | Proshares Ultra Qqq | ETF-其他 | 0.52% | — | — | |
| 38 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.51% | — | +1.23% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.51% | — | -5.31% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.51% | — | -8.76% | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.48% | — | -2.22% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.48% | — | +21.44% | |
| 43 | VZ | Verizon Communications INC | 股票-通信服务 | 0.47% | — | -1.76% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | -4.47% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.46% | -0.15% | +5.43% | |
| 46 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 0.45% | — | -0.69% | |
| 47 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 0.44% | — | -2.13% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.43% | — | -9.73% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.42% | — | -4.92% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.42% | — | +1.21% |