CIK: 0001738560
申报总市值
US$2.0亿
仅显示前 200 大持股（共 256 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 7.97% | +1.39% | -25.78% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-其他 | 5.01% | -0.04% | -48.04% | |
| 3 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.46% | -1.45% | -11.13% | |
| 4 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 3.98% | — | -20.09% | |
| 5 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 3.94% | +0.28% | +187.52% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.69% | +0.45% | -12.57% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | -0.81% | -10.82% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.82% | — | -1.64% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.68% | -0.67% | -5.87% | |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 2.45% | — | -26.84% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.37% | -1.01% | +111.27% | |
| 12 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 2.30% | — | +3475.31% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.86% | +0.32% | -5.72% | |
| 14 | COP | Conocophillips | 股票-能源 | 1.78% | +0.25% | -9.56% | |
| 15 | FCOR | Fidelity Corporate Bond ETF | ETF-投资级公司债 | 1.32% | — | +421.91% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.31% | — | +8.64% | |
| 17 | LMT | Lockheed Martin CORP | 股票-工业 | 1.26% | — | -4.14% | |
| 18 | SO | Southern Co/the | 股票-公用事业 | 1.24% | — | -1.13% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.19% | — | -8.09% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | +0.19% | -0.84% | |
| 21 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 1.10% | -0.77% | EXIT | |
| 22 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 1.09% | -0.51% | -2.64% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.05% | — | -25.49% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.01% | — | +1900.00% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.98% | — | — | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.87% | — | -10.00% | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.87% | — | +6332.08% | |
| 28 | CFG | Citizens Financial Group | 股票-金融 | 0.85% | — | — | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.84% | — | -8.72% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.82% | +0.28% | -2.49% | |
| 31 | LHX | L3harris Technologies INC | 股票-工业 | 0.82% | — | — | |
| 32 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.82% | — | -1.25% | |
| 33 | FLTB | Fidelity LTD Trm Bnd ETF | ETF-其他 | 0.79% | — | -55.19% | |
| 34 | ACI | Albertsons Cos INC - Class A | 股票-非周期性消费 | 0.78% | +0.31% | NEW | |
| 35 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.76% | -0.01% | -4.07% | |
| 36 | IVOL | Quadratic Int Rte Vol Infl H | ETF-其他 | 0.76% | — | -44.88% | |
| 37 | HTLFEUR | Heartland Financial USA INC | 股票-其他 | 0.75% | — | — | |
| 38 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.74% | — | -4.23% | |
| 39 | PSX | Phillips 66 | 股票-能源 | 0.74% | — | — | |
| 40 | COR | Cencora INC | 股票-医疗保健 | 0.71% | -0.62% | — | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.71% | — | — | |
| 42 | MCO | Moody's CORP | 股票-金融 | 0.59% | — | — | |
| 43 | CI | THE Cigna Group | 股票-医疗保健 | 0.58% | — | -4.06% | |
| 44 | FTNT | Fortinet INC | 股票-科技 | 0.56% | — | — | |
| 45 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.52% | — | -13.61% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.52% | — | -6.39% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.51% | — | -51.05% | |
| 48 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股与成长 | 0.49% | — | -32.70% | |
| 49 | DOW | Dow INC | 股票-原材料 | 0.49% | — | -29.37% | |
| 50 | TFC | Truist Financial CORP | 股票-金融 | 0.49% | — | — |