CIK: 0001764754
申报总市值
US$43.1亿
仅显示前 200 大持股（共 2879 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 | 3.86% | — | +6.84% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.91% | -0.21% | +14.60% | |
| 3 | UYG | Proshares Ultra Financials | ETF-其他 | 2.15% | — | — | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.93% | — | +11.72% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.79% | +0.55% | +17.01% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.47% | +1.14% | +30.31% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.38% | -0.36% | +30.77% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.33% | — | +30.72% | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.28% | — | -36.18% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.17% | — | +92.79% | |
| 11 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.17% | — | +7.85% | |
| 12 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.12% | — | +25.78% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.11% | +1.10% | +72.31% | |
| 14 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型股与成长 | 1.11% | — | -6.50% | |
| 15 | FCTR | First Trust Lunt US Factor | ETF-其他 | 1.06% | — | +2.93% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.95% | -0.25% | +34.38% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | +0.15% | +8.24% | |
| 18 | MBB | Ishares Mbs ETF | ETF-其他 | 0.93% | +0.07% | +2.34% | |
| 19 | WPC | Wp Carey INC | 股票-房地产 | 0.89% | — | +0.13% | |
| 20 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.85% | — | -43.21% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.79% | — | +32.47% | |
| 22 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.74% | — | +0.07% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.72% | — | -51.45% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.72% | — | +2.09% | |
| 25 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.68% | — | -1.51% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.66% | — | +2775.48% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | — | +296.72% | |
| 28 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.65% | — | -0.13% | |
| 29 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.65% | — | +12.95% | |
| 30 | USD | Proshares Ultra Semiconduct | ETF-其他 | 0.62% | — | +0.41% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.61% | — | +24.67% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | +126.85% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.61% | — | -2.03% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | — | +29.60% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.57% | +0.22% | +11.79% | |
| 36 | T | At&t INC | 股票-通信服务 | 0.56% | — | +8.39% | |
| 37 | ARKK | Ark Innovation ETF | ETF-其他 | 0.54% | — | +93.90% | |
| 38 | NSC | Norfolk Southern CORP | 股票-工业 | 0.54% | +0.32% | -0.71% | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.54% | — | +17.04% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.53% | +0.26% | +61.48% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.50% | — | +310.17% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.50% | -0.10% | +10.29% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.49% | -0.15% | -2.66% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.49% | — | +5.71% | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.47% | — | +27.37% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.46% | — | +20.41% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.45% | — | +106.45% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.44% | — | +52.63% | |
| 49 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.43% | — | +4.69% | |
| 50 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.42% | — | +36.33% |