CIK: 0001713678
申报总市值
US$6.4亿
| # | 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 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-其他 | 8.09% | -0.17% | -8.92% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 8.03% | -0.48% | -9.42% | |
| 3 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 7.37% | +0.05% | -1.44% | |
| 4 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 7.01% | — | -1.52% | |
| 5 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 5.70% | +4.75% | NEW | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.56% | +4.36% | -0.69% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.54% | +0.06% | -1.70% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 5.24% | — | -0.89% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 5.13% | +4.38% | NEW | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.06% | +4.84% | +3972.33% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-其他 | 3.94% | +0.02% | -0.64% | |
| 12 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 3.18% | — | -12.40% | |
| 13 | SSO | Proshares Ultra S&p500 | ETF-其他 | 2.22% | +0.22% | +6.53% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.83% | +0.08% | +139.32% | |
| 15 | UBT | Proshares Ultra 20+ Year Tsy | ETF-其他 | 1.82% | — | -0.19% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.71% | +0.06% | -3.28% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.67% | — | -2.45% | |
| 18 | UST | Proshares Ultra 7-10 Year Tr | ETF-其他 | 1.55% | — | -0.62% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.53% | -0.05% | +498.09% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.50% | — | +1.74% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.43% | +0.20% | +267.15% | |
| 22 | DDM | Proshares Ultra Dow30 | ETF-其他 | 1.42% | +0.21% | +8.26% | |
| 23 | QLD | Proshares Ultra Qqq | ETF-其他 | 1.40% | +0.57% | +5.95% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.36% | +0.02% | -1.90% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.94% | +0.02% | — | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.90% | +0.05% | -6.35% | |
| 27 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.60% | — | — | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.57% | — | -15.48% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.38% | — | -28.33% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.38% | +0.23% | +75.15% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.36% | — | -1.65% | |
| 32 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.35% | — | -8.79% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.35% | +0.39% | — | |
| 34 | AAPL | Apple INC | 股票-科技 | 0.29% | +0.02% | -0.03% | |
| 35 | T | At&t INC | 股票-通信服务 | 0.29% | — | -8.27% | |
| 36 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.29% | — | -34.37% | |
| 37 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.28% | — | — | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.27% | +0.04% | +95.06% | |
| 39 | VZ | Verizon Communications INC | 股票-通信服务 | 0.26% | — | -6.26% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.25% | — | — | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.25% | +4.66% | NEW | |
| 42 | AMGN | Amgen INC | 股票-医疗保健 | 0.23% | — | — | |
| 43 | ILCB | Ishares Morningstar U.s. Equ | ETF-其他 | 0.23% | — | -0.89% | |
| 44 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.22% | — | — | |
| 45 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 0.20% | — | — | |
| 46 | HON | Honeywell International INC | 股票-工业 | 0.19% | -0.06% | EXIT | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.19% | — | — | |
| 48 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.18% | — | +137.15% | |
| 49 | UGL | Proshares Ultra Gold | ETF-避险与商品 | 0.18% | — | -38.04% | |
| 50 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.16% | — | -18.88% |