CIK: 0001650300
申报总市值
US$3.0亿
仅显示前 200 大持股（共 243 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 11.75% | -0.52% | +1.83% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 11.34% | +0.49% | -0.44% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 9.10% | — | -0.29% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.60% | -0.08% | +0.09% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.28% | — | -1.68% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-其他 | 4.25% | +0.13% | +1.97% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 3.97% | -0.02% | -0.88% | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.34% | -0.10% | -4.49% | |
| 9 | ABBV | Abbvie INC | 股票-医疗保健 | 2.30% | -0.13% | -0.32% | |
| 10 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 2.12% | — | +17.18% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.07% | -0.05% | -1.63% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.89% | -0.02% | +2.56% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.88% | — | -1.24% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.80% | -0.06% | -2.62% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.48% | -0.65% | +1.21% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.46% | +0.17% | +0.91% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.16% | -0.07% | +0.90% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.03% | -0.02% | +0.34% | |
| 19 | XLF | Ss Financial Select Sector | ETF-其他 | 1.00% | +0.03% | -7.63% | |
| 20 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.96% | — | +1.58% | |
| 21 | T | At&t INC | 股票-通信服务 | 0.92% | +0.04% | -15.29% | |
| 22 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.88% | +0.05% | +97.69% | |
| 23 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.85% | +0.07% | +1.78% | |
| 24 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.82% | -0.04% | -4.23% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | +0.19% | +3.45% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | -0.02% | +3.38% | |
| 27 | AAPL | Apple INC | 股票-科技 | 0.69% | -0.13% | +5.61% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.63% | — | -2.65% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.62% | +0.06% | -2.57% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.55% | -0.03% | +0.07% | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.54% | -0.06% | +3.27% | |
| 32 | PEP | Pepsico INC | 股票-非周期性消费 | 0.54% | — | +3.29% | |
| 33 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.52% | +0.03% | +2.70% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.51% | — | -1.82% | |
| 35 | EMR | Emerson Electric Co | 股票-工业 | 0.47% | — | +0.63% | |
| 36 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.46% | +0.06% | +1.71% | |
| 37 | VUG | Vanguard Growth ETF | ETF-其他 | 0.44% | -0.05% | +4.32% | |
| 38 | PFE | Pfizer INC | 股票-医疗保健 | 0.44% | — | +5.58% | |
| 39 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.41% | — | -1.46% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.41% | +0.10% | +5.33% | |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.39% | — | -0.67% | |
| 42 | CSX | Csx CORP | 股票-工业 | 0.37% | — | +0.17% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.36% | — | +1.09% | |
| 44 | AMGN | Amgen INC | 股票-医疗保健 | 0.35% | — | +0.35% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.32% | — | +4.78% | |
| 46 | MO | Altria Group INC | 股票-非周期性消费 | 0.30% | — | +10.38% | |
| 47 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.30% | — | +0.61% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.30% | — | +5.42% | |
| 49 | BDJ | Blackrock Enhanced Eqty Dvd | 股票-其他 | 0.29% | — | -5.45% | |
| 50 | VZ | Verizon Communications INC | 股票-通信服务 | 0.29% | — | +4.04% |