CIK: 0001764754
申报总市值
US$43.1亿
仅显示前 200 大持股（共 2830 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 | 3.93% | — | +2.84% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.31% | -0.21% | -3.93% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.99% | — | +1.72% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.67% | +0.55% | +8.36% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.49% | +1.14% | +1.44% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.42% | -0.36% | -0.43% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.31% | — | +4.55% | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.28% | — | -1.26% | |
| 9 | FCTR | First Trust Lunt US Factor | ETF-其他 | 1.25% | — | +16.38% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.23% | — | +6.39% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.17% | +1.10% | +2.40% | |
| 12 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型股与成长 | 1.15% | — | +3.89% | |
| 13 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.09% | — | -2.72% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.99% | — | +623.07% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | +0.15% | +1.34% | |
| 16 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.93% | +0.22% | +4.13% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.92% | — | +4.42% | |
| 18 | MBB | Ishares Mbs ETF | ETF-其他 | 0.90% | +0.07% | +5.19% | |
| 19 | WPC | Wp Carey INC | 股票-房地产 | 0.88% | — | -0.60% | |
| 20 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.87% | — | +9744.12% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.86% | -0.25% | +2.22% | |
| 22 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.82% | — | +5.85% | |
| 23 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.81% | — | -49.93% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.78% | — | +8.01% | |
| 25 | ROM | Proshares Ultra Technology | ETF-科技型 | 0.77% | — | +24611.13% | |
| 26 | USD | Proshares Ultra Semiconduct | ETF-其他 | 0.73% | — | — | |
| 27 | BIB | Proshares Ultra Nasd Biotech | ETF-科技型 | 0.71% | — | +202776.00% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.70% | — | +0.89% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.69% | — | +2.24% | |
| 30 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.66% | — | -1.63% | |
| 31 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.65% | — | — | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.65% | -0.15% | -0.03% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.64% | — | -1.38% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.59% | — | +2.77% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | +4.74% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.55% | +0.26% | +6.93% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.53% | — | +4.00% | |
| 38 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.48% | — | -2.12% | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.48% | — | +2.69% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | +1.29% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.46% | — | +0.18% | |
| 42 | NSC | Norfolk Southern CORP | 股票-工业 | 0.45% | +0.32% | -0.50% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.45% | — | +15.45% | |
| 44 | TSLA | Tesla INC | 股票-周期性消费 | 0.43% | -0.11% | -3.45% | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.43% | — | +6.79% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.43% | — | +2.61% | |
| 47 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.42% | — | +6.84% | |
| 48 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.42% | — | +5.91% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.42% | — | +4.42% | |
| 50 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 0.42% | — | -2.88% |