CIK: 0001665337
申报总市值
US$5.1亿
仅显示前 200 大持股（共 593 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 9.67% | -1.74% | -0.83% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 9.27% | — | -0.90% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.77% | -0.14% | -0.40% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 5.80% | -3.16% | -0.17% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.00% | — | +0.03% | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 3.75% | — | -0.82% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.86% | — | +0.86% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.41% | — | +1.96% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.20% | — | — | |
| 10 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.23% | — | +4.46% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.06% | — | +0.13% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.05% | — | +3.85% | |
| 13 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.91% | +0.32% | — | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | -0.19% | +1.61% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.87% | +0.29% | +1.06% | |
| 16 | ✓ | Mylan N V | 股票-其他 | 0.75% | — | -7.38% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | +0.23% | -1.61% | |
| 18 | PFE | Pfizer INC | 股票-医疗保健 | 0.70% | +0.14% | -0.35% | |
| 19 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 0.63% | — | — | |
| 20 | OHI | Omega Healthcare Investors | 股票-房地产 | 0.60% | — | — | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 0.60% | +0.30% | — | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.60% | — | -2.96% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | — | — | |
| 24 | AAPL | Apple INC | 股票-科技 | 0.57% | — | +0.12% | |
| 25 | ITW | Illinois Tool Works | 股票-工业 | 0.57% | — | — | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | +0.27% | -2.22% | |
| 27 | SUI | Sun Communities INC | 股票-房地产 | 0.55% | — | — | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.55% | — | — | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.54% | — | +2.44% | |
| 30 | AMGN | Amgen INC | 股票-医疗保健 | 0.54% | — | — | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | — | — | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.54% | +0.22% | -0.55% | |
| 33 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.49% | — | -0.40% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.47% | — | — | |
| 35 | MO | Altria Group INC | 股票-非周期性消费 | 0.46% | — | — | |
| 36 | SYK | Stryker CORP | 股票-医疗保健 | 0.44% | — | — | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.42% | +0.20% | — | |
| 38 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.41% | — | — | |
| 39 | VTV | Vanguard Value ETF | ETF-其他 | 0.41% | — | -0.49% | |
| 40 | GS | Goldman Sachs Group INC | 股票-金融 | 0.40% | -0.10% | EXIT | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.40% | — | — | |
| 42 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.39% | — | — | |
| 43 | AG | First Majestic Silver CORP | 股票-原材料 | 0.38% | — | -22.81% | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.36% | +0.24% | +0.01% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.36% | — | +3.68% | |
| 46 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.35% | -0.51% | — | |
| 47 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.33% | — | -3.31% | |
| 48 | FISV | Fiserv INC | 股票-其他 | 0.32% | — | -0.26% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.32% | +0.17% | — | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.31% | — | -1.48% |