CIK: 0001738560
申报总市值
US$2.0亿
仅显示前 200 大持股（共 248 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 | 8.55% | +1.39% | -2.30% | |
| 2 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.47% | -1.45% | -3.14% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-其他 | 4.12% | -0.04% | -14.78% | |
| 4 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 4.06% | — | -2.42% | |
| 5 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 3.67% | +0.28% | -5.19% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.45% | +0.45% | -9.05% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.12% | — | -0.73% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | -0.81% | +0.62% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.44% | -0.67% | +0.23% | |
| 10 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 2.15% | — | -7.01% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.12% | -1.01% | -6.55% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.01% | +0.32% | -0.43% | |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 2.00% | — | -13.47% | |
| 14 | COP | Conocophillips | 股票-能源 | 1.97% | +0.25% | -0.68% | |
| 15 | LMT | Lockheed Martin CORP | 股票-工业 | 1.53% | — | — | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.40% | +0.19% | — | |
| 17 | FCOR | Fidelity Corporate Bond ETF | ETF-投资级公司债 | 1.32% | — | +1.43% | |
| 18 | PSX | Phillips 66 | 股票-能源 | 1.31% | — | +43.62% | |
| 19 | SO | Southern Co/the | 股票-公用事业 | 1.26% | — | +0.19% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.18% | — | -12.68% | |
| 21 | ACI | Albertsons Cos INC - Class A | 股票-非周期性消费 | 1.12% | +0.31% | NEW | |
| 22 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 1.11% | -0.77% | EXIT | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.09% | — | -15.52% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.08% | — | -1.05% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.02% | — | — | |
| 26 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 1.01% | -0.51% | -2.87% | |
| 27 | CFG | Citizens Financial Group | 股票-金融 | 0.94% | — | — | |
| 28 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.93% | — | — | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.88% | — | -2.25% | |
| 30 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.85% | — | +15.08% | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.85% | — | -1.71% | |
| 32 | COR | Cencora INC | 股票-医疗保健 | 0.84% | -0.62% | — | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.84% | — | — | |
| 34 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.83% | +0.28% | — | |
| 35 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.82% | -0.01% | — | |
| 36 | LHX | L3harris Technologies INC | 股票-工业 | 0.79% | — | — | |
| 37 | HTLFEUR | Heartland Financial USA INC | 股票-其他 | 0.78% | — | — | |
| 38 | FLTB | Fidelity LTD Trm Bnd ETF | ETF-其他 | 0.73% | — | -4.43% | |
| 39 | IVOL | Quadratic Int Rte Vol Infl H | ETF-其他 | 0.72% | — | -3.48% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.71% | — | — | |
| 41 | CI | THE Cigna Group | 股票-医疗保健 | 0.66% | — | — | |
| 42 | MA | Mastercard INC - A | 股票-金融 | 0.61% | — | — | |
| 43 | MCO | Moody's CORP | 股票-金融 | 0.60% | — | -8.74% | |
| 44 | FTNT | Fortinet INC | 股票-科技 | 0.54% | — | — | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.53% | — | -11.62% | |
| 46 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.53% | — | -10.72% | |
| 47 | PATK | Patrick Industries INC | 股票-周期性消费 | 0.52% | — | +24.73% | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.52% | — | — | |
| 49 | CCS | Century Communities INC | 股票-其他 | 0.52% | — | +31.02% | |
| 50 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.51% | — | -1.33% |