CIK: 0001650300
申报总市值
US$3.0亿
仅显示前 200 大持股（共 216 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 | 11.92% | -0.52% | -1.79% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 10.10% | +0.49% | -4.16% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 8.07% | — | -1.01% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.48% | -0.08% | -2.53% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.07% | — | -1.03% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.73% | — | +0.39% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 3.54% | -0.02% | -11.49% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-其他 | 3.14% | +0.13% | -17.64% | |
| 9 | PFF | Ishares Preferred & Income S | ETF-其他 | 2.98% | -0.02% | -10.50% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.94% | — | -2.21% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.22% | -0.65% | -5.37% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.92% | -0.05% | +2.51% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.91% | -0.10% | -1.32% | |
| 14 | ABBV | Abbvie INC | 股票-医疗保健 | 1.76% | -0.13% | -1.00% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.74% | -0.06% | -3.42% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.44% | +0.17% | -4.18% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.17% | -0.07% | +3.94% | |
| 18 | T | At&t INC | 股票-通信服务 | 0.95% | +0.04% | -2.01% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.94% | -0.02% | +0.27% | |
| 20 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.92% | — | +0.39% | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.91% | -0.13% | -11.11% | |
| 22 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.84% | +0.05% | -5.53% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.79% | — | +8.76% | |
| 24 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.79% | -0.04% | -4.31% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.78% | +0.07% | -3.38% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.68% | — | -8.28% | |
| 27 | XLF | Ss Financial Select Sector | ETF-其他 | 0.62% | +0.03% | +2.69% | |
| 28 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.60% | — | +23.46% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.58% | -0.03% | — | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.57% | +0.03% | +0.51% | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.56% | -0.06% | -0.25% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.56% | +0.06% | -2.75% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | -0.02% | -15.65% | |
| 34 | WMT | Walmart INC | 股票-非周期性消费 | 0.47% | +0.10% | +0.09% | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.47% | -0.05% | — | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.46% | — | -9.72% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.43% | — | +0.91% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.42% | — | +0.39% | |
| 39 | EMR | Emerson Electric Co | 股票-工业 | 0.41% | — | +0.79% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | +0.19% | -0.54% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.40% | — | — | |
| 42 | AMGN | Amgen INC | 股票-医疗保健 | 0.38% | — | -0.27% | |
| 43 | CSX | Csx CORP | 股票-工业 | 0.36% | — | +0.21% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.35% | -0.19% | +0.55% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.35% | -0.06% | -1.79% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.35% | — | -13.76% | |
| 47 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.34% | — | +1.43% | |
| 48 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.32% | — | -0.27% | |
| 49 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.30% | — | +12.77% | |
| 50 | VZ | Verizon Communications INC | 股票-通信服务 | 0.29% | — | +0.31% |