CIK: 0001769897
申报总市值
US$55.0亿
仅显示前 200 大持股（共 592 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 | AAPL | Apple INC | 股票-科技 | 2.88% | -0.20% | +2.32% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.45% | — | +2.82% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.31% | -0.26% | +6.20% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.14% | +0.15% | +18.44% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.94% | — | +2.66% | |
| 6 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.86% | — | +0.61% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.70% | -0.33% | +7.96% | |
| 8 | FCTR | First Trust Lunt US Factor | ETF-其他 | 1.62% | — | +9.22% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 1.37% | — | +0.90% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.29% | — | +6.37% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.26% | +0.07% | +6.82% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 1.25% | — | +1.32% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.20% | — | +2.94% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.17% | — | -0.96% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.16% | — | +4.67% | |
| 16 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 1.13% | — | +3.24% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.12% | — | +145.33% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.11% | — | -5.11% | |
| 19 | FTCS | First Trust Capital Strength | ETF-其他 | 1.10% | — | -1.06% | |
| 20 | PAVE | Global X US Infrastructure | ETF-其他 | 1.00% | — | -1.93% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.92% | +0.26% | +15.52% | |
| 22 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.89% | +0.01% | +40.22% | |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.88% | — | +3.68% | |
| 24 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.88% | +0.03% | +8.67% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | — | +29.69% | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.77% | — | +2.85% | |
| 27 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.76% | — | +6.29% | |
| 28 | FYT | First Trust Small Cap Val | ETF-中小型股 | 0.76% | — | +6.50% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.75% | — | +1.96% | |
| 30 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.75% | — | +5.50% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.74% | — | +2.55% | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.72% | — | +216.77% | |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.70% | +0.03% | +7.54% | |
| 34 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 0.70% | — | +5.00% | |
| 35 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.70% | — | +8.73% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.69% | — | -0.76% | |
| 37 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.62% | — | — | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.62% | — | +0.24% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | -0.35% | +18.65% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.57% | — | +1.37% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | — | +26.89% | |
| 42 | GXO | Gxo Logistics INC | 股票-工业 | 0.54% | — | +9.90% | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.54% | — | -2.04% | |
| 44 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.52% | -0.10% | +1.02% | |
| 45 | ECL | Ecolab INC | 股票-原材料 | 0.50% | — | -1.02% | |
| 46 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.49% | -0.14% | -0.92% | |
| 47 | CDC | Victoryshares US Eq Income E | ETF-其他 | 0.48% | — | +1.64% | |
| 48 | XYZ | Block INC | 股票-金融 | 0.48% | — | +6.65% | |
| 49 | COMB | Graniteshares Bcom Broad Str | ETF-其他 | 0.47% | — | — | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.46% | — | +1.63% |