CIK: 0001769897
申报总市值
US$55.0亿
仅显示前 200 大持股（共 430 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 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 8.87% | — | +233.02% | |
| 2 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 3.40% | — | +225.18% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.37% | -0.20% | +331.63% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.69% | +0.15% | +30.56% | |
| 5 | FTCS | First Trust Capital Strength | ETF-其他 | 2.45% | — | +109.89% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.34% | -0.26% | +10.70% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.12% | — | +7.97% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.96% | +0.07% | +361.61% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.92% | -0.33% | +20.08% | |
| 10 | VSDA | Victoryshares Dividend Accel | ETF-其他 | 1.86% | — | +7.26% | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.67% | — | +218.35% | |
| 12 | ECL | Ecolab INC | 股票-原材料 | 1.10% | — | +14.38% | |
| 13 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 1.04% | — | +238.21% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 0.99% | — | +26.24% | |
| 15 | ARKK | Ark Innovation ETF | ETF-其他 | 0.97% | — | +34.32% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.96% | — | +3.30% | |
| 17 | XPO | Xpo INC | 股票-工业 | 0.92% | — | +29.92% | |
| 18 | GOAU | US Glb Gld & Metal Mnrs ETF | ETF-其他 | 0.92% | — | +18.65% | |
| 19 | XYZ | Block INC | 股票-金融 | 0.89% | — | -1.81% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.87% | — | +19.05% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.85% | — | +244.09% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.76% | — | -3.10% | |
| 23 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.75% | — | -17.69% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.75% | — | +42.67% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | — | -45.95% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.69% | — | +22.41% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.66% | — | +7.14% | |
| 28 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.64% | -0.10% | +23.13% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.64% | — | +41.75% | |
| 30 | CDC | Victoryshares US Eq Income E | ETF-其他 | 0.63% | — | +57.14% | |
| 31 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.60% | -0.14% | +11.20% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.60% | — | +0.77% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.60% | — | +103.17% | |
| 34 | VTV | Vanguard Value ETF | ETF-其他 | 0.60% | — | -1.98% | |
| 35 | GPN | Global Payments INC | 股票-工业 | 0.57% | — | +0.42% | |
| 36 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.56% | — | +4.45% | |
| 37 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.55% | — | -66.56% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.55% | +0.26% | +42.30% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.55% | — | -2.57% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.55% | -0.35% | -11.25% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | — | +0.20% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.54% | — | -29.42% | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.52% | — | +25.29% | |
| 44 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.52% | — | +32.02% | |
| 45 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.51% | — | +6.71% | |
| 46 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.50% | — | -2.80% | |
| 47 | ZM | Zoom Communications INC | 股票-科技 | 0.48% | — | +2.42% | |
| 48 | FPXI | First Trust International Eq | ETF-其他 | 0.48% | — | +101.36% | |
| 49 | VZ | Verizon Communications INC | 股票-通信服务 | 0.48% | — | +5.95% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.47% | — | -1.08% |