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 | 12.65% | -0.52% | -0.50% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 8.85% | +0.49% | -6.08% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 8.32% | — | -1.28% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.93% | -0.08% | +2.80% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.58% | — | +0.70% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.44% | — | +16.19% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 3.06% | -0.02% | -2.42% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.91% | — | -2.28% | |
| 9 | PFF | Ishares Preferred & Income S | ETF-其他 | 2.88% | -0.02% | -2.27% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.38% | -0.65% | -1.31% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.27% | -0.10% | -0.66% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.11% | +0.13% | -18.24% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.86% | -0.06% | +0.39% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.79% | -0.05% | +0.37% | |
| 15 | ABBV | Abbvie INC | 股票-医疗保健 | 1.59% | -0.13% | -0.96% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.32% | -0.13% | +300.51% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.31% | +0.17% | -2.18% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.24% | -0.07% | +0.46% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.01% | -0.02% | -4.45% | |
| 20 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.95% | — | +0.53% | |
| 21 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.84% | -0.04% | +0.21% | |
| 22 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.79% | +0.05% | — | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.75% | — | +12.28% | |
| 24 | T | At&t INC | 股票-通信服务 | 0.70% | +0.04% | -2.60% | |
| 25 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.69% | — | +1.46% | |
| 26 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.68% | +0.07% | -1.24% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.66% | — | +0.44% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | -0.03% | +0.05% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.61% | +0.06% | +6.54% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.60% | -0.06% | -4.72% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.57% | — | +0.50% | |
| 32 | VUG | Vanguard Growth ETF | ETF-其他 | 0.55% | -0.05% | +0.37% | |
| 33 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.51% | +0.03% | +0.59% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | -0.02% | — | |
| 35 | XLF | Ss Financial Select Sector | ETF-其他 | 0.48% | +0.03% | -11.00% | |
| 36 | EMR | Emerson Electric Co | 股票-工业 | 0.46% | — | -0.76% | |
| 37 | WMT | Walmart INC | 股票-非周期性消费 | 0.45% | +0.10% | +0.06% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.44% | — | — | |
| 39 | PEP | Pepsico INC | 股票-非周期性消费 | 0.44% | — | +0.63% | |
| 40 | CSX | Csx CORP | 股票-工业 | 0.41% | — | +0.16% | |
| 41 | AMGN | Amgen INC | 股票-医疗保健 | 0.39% | — | +0.08% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.38% | — | — | |
| 43 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.36% | — | +0.35% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.31% | -0.19% | +0.37% | |
| 45 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.31% | — | -6.04% | |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.31% | -0.04% | +0.23% | |
| 47 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.31% | — | +0.58% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.30% | -0.06% | -5.57% | |
| 49 | DE | Deere & Co | 股票-工业 | 0.28% | +0.07% | — | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.27% | +0.19% | -4.63% |