CIK: 0001697490
申报总市值
US$43.0亿
仅显示前 200 大持股（共 620 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 | 3.55% | — | +0.86% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.00% | -0.29% | +4.18% | |
| 3 | ABBV | Abbvie INC | 股票-医疗保健 | 2.69% | — | -0.74% | |
| 4 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.93% | — | +12.09% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.88% | — | +21.58% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.80% | — | +9.64% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.76% | — | +139.70% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.74% | -1.00% | EXIT | |
| 9 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.73% | — | -0.35% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.41% | — | -1.91% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.33% | — | +8.57% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.27% | — | +2.15% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.16% | -0.25% | +5.69% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.14% | — | +9.87% | |
| 15 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.02% | — | +25.21% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.91% | -0.42% | +7.79% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.85% | — | +2.24% | |
| 18 | T | At&t INC | 股票-通信服务 | 0.76% | — | +0.90% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.75% | — | +3.45% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.73% | — | -7.82% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.65% | — | +11.37% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.64% | — | -9.70% | |
| 23 | HFRO | Highland Opport & Income | 股票-其他 | 0.62% | — | +4.26% | |
| 24 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.61% | — | -1.34% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.60% | — | -15.93% | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.60% | — | +11.61% | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.59% | — | +15.06% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | — | +30.78% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | — | -1.20% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | — | +12.55% | |
| 31 | DNP | Dnp Select Income Fund INC | 股票-金融 | 0.58% | — | +3.15% | |
| 32 | VFH | Vanguard Financials ETF | ETF-其他 | 0.56% | — | +16.14% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.56% | — | +2.20% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.55% | — | +27.50% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.55% | — | +7.30% | |
| 36 | FTC | First Trust Large Cap Growth | ETF-大型股与成长 | 0.55% | — | -5.95% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | — | +10.34% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.52% | — | +26.39% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.50% | — | +19.26% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.50% | — | -0.03% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.49% | — | -2.47% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.49% | — | +41.64% | |
| 43 | VUG | Vanguard Growth ETF | ETF-其他 | 0.49% | — | -11.87% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.48% | — | +212.11% | |
| 45 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.48% | — | +215.64% | |
| 46 | HON | Honeywell International INC | 股票-工业 | 0.47% | — | +4.17% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.44% | — | +0.80% | |
| 48 | BCSF | Bain Capital Specialty Finan | 股票-其他 | 0.44% | — | +0.32% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.42% | — | -8.71% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.42% | — | -10.94% |