CIK: 0001697490
申报总市值
US$43.0亿
仅显示前 200 大持股（共 1479 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 | 2.68% | -0.29% | +8.86% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.51% | — | +24271.86% | |
| 3 | FTC | First Trust Large Cap Growth | ETF-大型股与成长 | 1.88% | — | — | |
| 4 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.76% | — | +3.80% | |
| 5 | SUB | Ishares Short-term National | ETF-其他 | 1.72% | — | +385.60% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.61% | — | +1943.97% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.48% | -1.00% | EXIT | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.45% | — | +737.66% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.37% | — | +2.65% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.15% | — | +6.18% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.14% | — | +870.69% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.07% | — | +67056.00% | |
| 13 | FEZ | State Street Spdr Euro Stoxx | ETF-其他 | 0.91% | — | +46.61% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.81% | — | +141.93% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.79% | — | +76.49% | |
| 16 | DNP | Dnp Select Income Fund INC | 股票-金融 | 0.78% | — | +3.89% | |
| 17 | IEUS | Ishares Msci Europe Small-ca | ETF-其他 | 0.77% | — | +92428.57% | |
| 18 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.77% | — | +448.57% | |
| 19 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.75% | — | +0.04% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.75% | — | +1.67% | |
| 21 | FXL | First Trust Technology Alpha | ETF-科技型 | 0.75% | — | +10208.33% | |
| 22 | T | At&t INC | 股票-通信服务 | 0.74% | — | -2.58% | |
| 23 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.74% | — | +5655.19% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.74% | — | -29.17% | |
| 25 | FXO | First Trust Financial Alphad | ETF-其他 | 0.73% | — | -30.11% | |
| 26 | FXN | First Trust Energy Alphadex | ETF-其他 | 0.73% | — | +488.68% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | +0.14% | -0.03% | |
| 28 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.71% | — | +8.97% | |
| 29 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.68% | — | +0.63% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.68% | — | +731.01% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.68% | — | +44.21% | |
| 32 | VUG | Vanguard Growth ETF | ETF-其他 | 0.64% | — | +3.84% | |
| 33 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.64% | — | +146.31% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.61% | — | +9.47% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.60% | — | +26.96% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.59% | — | -6.23% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.59% | — | -5.26% | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.57% | +0.09% | +17.19% | |
| 39 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.54% | — | +7381.36% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | — | +4.17% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.51% | -0.25% | +3.78% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.51% | — | +421.64% | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.50% | — | -8.94% | |
| 44 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.50% | — | -1.64% | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.49% | — | +1.72% | |
| 46 | FXD | First Trust Consumer Discret | ETF-其他 | 0.49% | — | +13733.02% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.48% | — | +150372.73% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.48% | -0.17% | +2.63% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.48% | — | -23.09% | |
| 50 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.47% | +0.13% | -0.21% |