CIK: 0001697490
申报总市值
US$43.0亿
仅显示前 200 大持股（共 577 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 | 3.95% | -0.29% | -13.66% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.51% | -1.00% | EXIT | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.26% | — | -13.64% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.77% | -0.42% | +111.83% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.65% | — | +19.42% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.19% | — | -10.69% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.85% | — | +9.52% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.71% | +0.15% | +15.74% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.68% | — | -11.50% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | -0.25% | -19.84% | |
| 11 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.17% | — | +1.73% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.98% | — | -32.66% | |
| 13 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.96% | — | -18.09% | |
| 14 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.93% | — | -8.63% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.84% | — | +3.66% | |
| 16 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.81% | — | — | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.80% | — | — | |
| 18 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.77% | -0.17% | +32.63% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.75% | — | -11.59% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.74% | — | +0.35% | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.68% | — | -7.06% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 0.67% | — | +2.68% | |
| 23 | DNP | Dnp Select Income Fund INC | 股票-金融 | 0.66% | — | +8.00% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.65% | — | -12.17% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.64% | — | -18.76% | |
| 26 | FTC | First Trust Large Cap Growth | ETF-大型股与成长 | 0.64% | — | -0.77% | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.62% | — | -85.32% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.60% | — | +2.98% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.60% | — | -14.95% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | -0.24% | +14.27% | |
| 31 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.55% | — | +10.87% | |
| 32 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.53% | — | +2.17% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.53% | — | -12.76% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.52% | — | -31.99% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.52% | — | -23.34% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | — | -6.50% | |
| 37 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.50% | — | -2.02% | |
| 38 | T | At&t INC | 股票-通信服务 | 0.50% | — | -27.61% | |
| 39 | BA | Boeing Co/the | 股票-工业 | 0.48% | — | +75.26% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.47% | — | -9.97% | |
| 41 | HFRO | Highland Opport & Income | 股票-其他 | 0.47% | — | +1.17% | |
| 42 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.47% | — | -6.73% | |
| 43 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.45% | — | -2.94% | |
| 44 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.44% | — | -18.90% | |
| 45 | FTCS | First Trust Capital Strength | ETF-其他 | 0.43% | — | +67.00% | |
| 46 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.43% | — | +5.00% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.43% | — | -31.84% | |
| 48 | VZ | Verizon Communications INC | 股票-通信服务 | 0.43% | — | -19.79% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | — | -8.01% | |
| 50 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.42% | — | +9.36% |