CIK: 0001769897
申报总市值
US$55.0亿
仅显示前 200 大持股（共 574 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.70% | — | +1.30% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.62% | -0.20% | +5.50% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.20% | -0.26% | +6.61% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.15% | — | +1.10% | |
| 5 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.95% | — | +3.07% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.90% | +0.15% | -4.44% | |
| 7 | FCTR | First Trust Lunt US Factor | ETF-其他 | 1.58% | — | +691.92% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.53% | -0.33% | +4.40% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 1.37% | — | +0.02% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.36% | — | +4.81% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.32% | +0.07% | +3.26% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 1.29% | — | +12.04% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.24% | — | +1.79% | |
| 14 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.24% | +0.01% | +56.59% | |
| 15 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 1.23% | — | +1.75% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.22% | — | +6.03% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.22% | — | +14.15% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.16% | — | +23.67% | |
| 19 | FTCS | First Trust Capital Strength | ETF-其他 | 1.14% | — | -52.58% | |
| 20 | PAVE | Global X US Infrastructure | ETF-其他 | 1.01% | — | +9.77% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.95% | — | +2.71% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.91% | +0.26% | -6.09% | |
| 23 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.83% | +0.03% | +10.44% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.83% | — | +2.40% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.79% | — | -6.16% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.78% | — | +37.40% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.78% | — | +1.48% | |
| 28 | FPXI | First Trust International Eq | ETF-其他 | 0.78% | — | +23.23% | |
| 29 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.75% | — | +6.91% | |
| 30 | FYT | First Trust Small Cap Val | ETF-中小型股 | 0.74% | — | +8.16% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.74% | — | +5.31% | |
| 32 | XYZ | Block INC | 股票-金融 | 0.73% | — | +1.02% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | — | +4.03% | |
| 34 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 0.70% | — | +5.95% | |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.70% | +0.03% | +62.04% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.66% | — | +0.55% | |
| 37 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.66% | — | +22.32% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.62% | — | +8.39% | |
| 39 | IGHG | Proshares Ig Hedged | ETF-其他 | 0.59% | — | — | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.58% | — | -10.73% | |
| 41 | FTGC | First Trust Global Tactical | ETF-其他 | 0.56% | — | +353.77% | |
| 42 | ECL | Ecolab INC | 股票-原材料 | 0.55% | — | -1.55% | |
| 43 | XPO | Xpo INC | 股票-工业 | 0.54% | — | +2.56% | |
| 44 | GXO | Gxo Logistics INC | 股票-工业 | 0.53% | — | — | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.53% | — | +10.66% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | — | +6.47% | |
| 47 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.49% | -0.14% | -1.72% | |
| 48 | CDC | Victoryshares US Eq Income E | ETF-其他 | 0.49% | — | -2.22% | |
| 49 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.48% | -0.10% | +2.68% | |
| 50 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.47% | — | +16.26% |