CIK: 0001769897
申报总市值
US$55.0亿
仅显示前 200 大持股（共 469 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 | 7.75% | — | +2.19% | |
| 2 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 3.30% | — | +1.34% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.30% | -0.20% | +1.23% | |
| 4 | FTCS | First Trust Capital Strength | ETF-其他 | 3.01% | — | +37.08% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.80% | +0.15% | +8.06% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.25% | -0.26% | +2.48% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.89% | — | +2.06% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.75% | +0.07% | +4.69% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.73% | -0.33% | +0.71% | |
| 10 | VSDA | Victoryshares Dividend Accel | ETF-其他 | 1.69% | — | -1.18% | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.52% | — | +3.34% | |
| 12 | XPO | Xpo INC | 股票-工业 | 1.10% | — | — | |
| 13 | ARKK | Ark Innovation ETF | ETF-其他 | 1.09% | — | -1.29% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 0.98% | — | +5.97% | |
| 15 | ECL | Ecolab INC | 股票-原材料 | 0.97% | — | -3.24% | |
| 16 | XYZ | Block INC | 股票-金融 | 0.97% | — | -3.95% | |
| 17 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.95% | — | +4.01% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.91% | — | +2.10% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.88% | — | +1634.11% | |
| 20 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.84% | — | +2.54% | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.83% | — | +28.79% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | — | +3.50% | |
| 23 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.81% | — | — | |
| 24 | FYT | First Trust Small Cap Val | ETF-中小型股 | 0.80% | — | — | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.79% | — | +33.16% | |
| 26 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.77% | — | +8.90% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | — | +0.81% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.75% | — | +5.13% | |
| 29 | VTV | Vanguard Value ETF | ETF-其他 | 0.71% | — | +23.15% | |
| 30 | CDC | Victoryshares US Eq Income E | ETF-其他 | 0.70% | — | +16.25% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | — | +8.46% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | — | +10.77% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.64% | — | +3.00% | |
| 34 | FPXI | First Trust International Eq | ETF-其他 | 0.62% | — | +26.21% | |
| 35 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.61% | -0.14% | +7.13% | |
| 36 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.60% | -0.10% | -1.17% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.59% | — | +5.57% | |
| 38 | GPN | Global Payments INC | 股票-工业 | 0.59% | — | +0.07% | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.56% | — | +3.16% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.55% | — | -1.46% | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.51% | — | +33.56% | |
| 42 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.49% | — | -2.15% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | — | +1.96% | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.48% | — | +5.22% | |
| 45 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.47% | — | +8.10% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.47% | +0.26% | +29.88% | |
| 47 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.46% | — | -2.83% | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.46% | -0.35% | +2.21% | |
| 49 | TSLA | Tesla INC | 股票-周期性消费 | 0.45% | — | +3.71% | |
| 50 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.44% | — | -2.44% |