CIK: 0001697490
申报总市值
US$43.0亿
仅显示前 200 大持股（共 802 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 | 4.16% | -0.29% | -9.49% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.86% | -1.00% | EXIT | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.06% | — | +13.00% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.94% | — | -8.51% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.69% | +0.15% | +5.16% | |
| 6 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.68% | — | -1.16% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.66% | — | -13.19% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.61% | -0.25% | -16.90% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.52% | — | +7.25% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.51% | -0.42% | -2.34% | |
| 11 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.20% | — | +5.66% | |
| 12 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.20% | — | +313.72% | |
| 13 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.98% | -0.29% | EXIT | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.95% | — | -10.33% | |
| 15 | XLB | Ss Materials Select Sector | ETF-其他 | 0.88% | — | +200.66% | |
| 16 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 0.85% | — | -23.24% | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.84% | — | -8.24% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.79% | — | -17.30% | |
| 19 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.78% | — | -24.92% | |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.76% | — | -32.33% | |
| 21 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.75% | — | -32.13% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.73% | — | -24.44% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.73% | — | -31.60% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.72% | -0.24% | +269.07% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.71% | — | -14.79% | |
| 26 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.68% | — | -13.42% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.65% | — | +12.31% | |
| 28 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.61% | — | -1.36% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.61% | -0.17% | +3.37% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.60% | — | -1.42% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.60% | — | -14.83% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | -11.65% | |
| 33 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.55% | — | -7.66% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.53% | — | -6.45% | |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.53% | — | +8.41% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.52% | — | +8.50% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.51% | — | +18.56% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.50% | — | -11.14% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | — | -6.96% | |
| 40 | FTC | First Trust Large Cap Growth | ETF-大型股与成长 | 0.48% | — | -5.48% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.47% | — | -52.97% | |
| 42 | TSLA | Tesla INC | 股票-周期性消费 | 0.46% | -0.38% | -28.70% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | — | -15.41% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.44% | — | -22.49% | |
| 45 | HFRO | Highland Opport & Income | 股票-其他 | 0.42% | — | +0.71% | |
| 46 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-其他 | 0.40% | — | +24.25% | |
| 47 | XLF | Ss Financial Select Sector | ETF-其他 | 0.40% | -0.12% | -15.35% | |
| 48 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 0.40% | — | +2.35% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.39% | — | -8.61% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.39% | — | -0.79% |