CIK: 0001543536
申报总市值
US$6.8亿
仅显示前 200 大持股（共 819 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.50% | -0.25% | +0.99% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 7.73% | +0.25% | +0.97% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 7.68% | +0.26% | +0.07% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 7.56% | — | +5.41% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.55% | -0.24% | -1.43% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 4.13% | — | +0.43% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.76% | -0.14% | +1.89% | |
| 8 | XLF | Ss Financial Select Sector | ETF-其他 | 2.92% | — | +1.97% | |
| 9 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 2.86% | — | — | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.67% | — | +4.46% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.20% | — | +1.23% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.50% | -0.10% | -3.59% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.36% | -0.14% | -59.39% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.17% | -0.19% | -2.19% | |
| 15 | GDMA | Gadsden Dynamic Multi-asset | ETF-其他 | 1.12% | — | +9.58% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.07% | — | +7.85% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | -0.09% | -2.34% | |
| 18 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.01% | +0.09% | +3.94% | |
| 19 | VZ | Verizon Communications INC | 股票-通信服务 | 0.99% | +0.07% | +1.74% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.98% | — | +0.94% | |
| 21 | CZFS | Citizens Financial Services | 股票-其他 | 0.95% | — | — | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.94% | +0.14% | -2.80% | |
| 23 | PFE | Pfizer INC | 股票-医疗保健 | 0.89% | — | +3.13% | |
| 24 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.73% | — | — | |
| 25 | MTB | M & T Bank CORP | 股票-金融 | 0.70% | — | +10.13% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | +0.20% | -6.23% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 0.65% | -0.20% | +3.47% | |
| 28 | PENN | PENN Entertainment, Inc. | 股票-周期性消费 | 0.64% | — | +2.17% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | +0.09% | +13.63% | |
| 30 | AMGN | Amgen INC | 股票-医疗保健 | 0.62% | — | +0.66% | |
| 31 | BX | Blackstone INC | 股票-金融 | 0.62% | -0.13% | +2.39% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.58% | — | +8.52% | |
| 33 | CAT | Caterpillar INC | 股票-工业 | 0.58% | +0.16% | +0.67% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | — | +6.13% | |
| 35 | DOW | Dow INC | 股票-原材料 | 0.51% | — | -0.04% | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.46% | — | +7.43% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.45% | — | -7.23% | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.43% | -0.24% | -4.82% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.43% | +0.07% | +6.33% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.40% | -0.54% | +8.35% | |
| 41 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.40% | -0.63% | EXIT | |
| 42 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.40% | — | +1916.64% | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.39% | — | +4.65% | |
| 44 | MMM | 3m Co | 股票-工业 | 0.38% | — | +1.51% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.38% | -0.11% | -13.30% | |
| 46 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.37% | — | -10.73% | |
| 47 | SIVR | Abrdn Physical Silver Shares | ETF-避险与商品 | 0.35% | — | — | |
| 48 | PPL | Ppl CORP | 股票-公用事业 | 0.34% | — | -1.49% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.33% | +0.07% | NEW | |
| 50 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.31% | — | +5.81% |