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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 12.00% | -0.48% | +19.62% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.63% | +4.84% | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.47% | +4.36% | +5373.58% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 5.20% | +0.60% | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.05% | +0.06% | -0.53% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 5.04% | +4.75% | NEW | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 4.91% | +4.38% | NEW | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 4.81% | — | — | |
| 9 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 4.68% | -0.17% | — | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-其他 | 4.39% | +0.23% | +799.84% | |
| 11 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-其他 | 4.30% | -0.17% | — | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-其他 | 3.67% | +0.02% | -0.39% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.41% | +0.39% | +20.08% | |
| 14 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 3.41% | — | +13.54% | |
| 15 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 2.49% | — | — | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.46% | +0.08% | -0.09% | |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 2.31% | — | -59.51% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.62% | +0.06% | -0.02% | |
| 19 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.61% | — | -91.28% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.46% | +0.02% | -0.79% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.42% | — | -0.90% | |
| 22 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 1.33% | +0.05% | -0.70% | |
| 23 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.02% | +0.22% | — | |
| 24 | DDM | Proshares Ultra Dow30 | ETF-其他 | 0.89% | +0.21% | — | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.84% | +0.02% | — | |
| 26 | UST | Proshares Ultra 7-10 Year Tr | ETF-其他 | 0.73% | — | — | |
| 27 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 0.72% | — | -2.23% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.72% | +0.20% | +45.62% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.72% | +0.05% | -0.64% | |
| 30 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.58% | — | — | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.53% | -0.05% | +40.29% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.50% | +0.04% | +24.33% | |
| 33 | AAPL | Apple INC | 股票-科技 | 0.44% | +0.02% | -0.32% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.36% | +0.04% | +41.50% | |
| 35 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 0.28% | — | — | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.26% | — | -9.57% | |
| 37 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.25% | — | — | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.24% | — | -6.54% | |
| 39 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.22% | — | — | |
| 40 | ILCB | Ishares Morningstar U.s. Equ | ETF-其他 | 0.21% | — | — | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.21% | — | +35.71% | |
| 42 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.19% | — | +45.12% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.18% | — | -0.30% | |
| 44 | T | At&t INC | 股票-通信服务 | 0.18% | — | +0.22% | |
| 45 | VZ | Verizon Communications INC | 股票-通信服务 | 0.17% | — | +0.28% | |
| 46 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 0.17% | — | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.17% | +4.66% | NEW | |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.16% | — | -98.95% | |
| 49 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.16% | — | -10.49% | |
| 50 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-科技型 | 0.16% | — | — |