CIK: 0001650300
申报总市值
US$3.0亿
仅显示前 200 大持股（共 337 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 | 11.97% | -0.52% | -0.09% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 8.42% | +0.49% | -2.08% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 8.25% | — | -0.98% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.89% | -0.08% | +6.73% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.62% | — | +1.27% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.11% | — | +10.73% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 2.63% | -0.02% | -3.35% | |
| 8 | PFF | Ishares Preferred & Income S | ETF-其他 | 2.59% | -0.02% | +0.25% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.46% | — | -0.48% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.26% | -0.65% | +5.90% | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.97% | +0.13% | -6.70% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.96% | -0.10% | -6.71% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.88% | -0.13% | +46.41% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.77% | -0.06% | +0.36% | |
| 15 | ABBV | Abbvie INC | 股票-医疗保健 | 1.66% | -0.13% | +0.61% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.54% | -0.05% | -5.77% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.20% | -0.07% | +2.31% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.19% | +0.17% | +1.20% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.11% | -0.02% | +0.11% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.97% | — | +2810.00% | |
| 21 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.82% | +0.05% | -0.63% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.80% | — | +1.68% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.77% | -0.04% | -3.36% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.76% | — | +17.58% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.69% | +0.06% | +0.95% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.67% | -0.05% | +28.46% | |
| 27 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.66% | — | +2.38% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.65% | +0.07% | +0.32% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.61% | -0.03% | +0.47% | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.57% | — | +4.32% | |
| 31 | T | At&t INC | 股票-通信服务 | 0.56% | +0.04% | -6.55% | |
| 32 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.52% | -0.06% | +1.29% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.51% | — | +0.45% | |
| 34 | XLF | Ss Financial Select Sector | ETF-其他 | 0.48% | +0.03% | -2.43% | |
| 35 | EMR | Emerson Electric Co | 股票-工业 | 0.47% | — | +0.10% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | -0.02% | — | |
| 37 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.43% | +0.03% | +0.57% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.42% | — | -28.10% | |
| 39 | CSX | Csx CORP | 股票-工业 | 0.40% | — | +0.15% | |
| 40 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.40% | — | +0.31% | |
| 41 | WMT | Walmart INC | 股票-非周期性消费 | 0.40% | +0.10% | +0.04% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.40% | — | -0.19% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.36% | — | — | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.34% | -0.03% | +94.66% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.34% | -0.05% | +46.91% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.32% | -0.19% | +7.38% | |
| 47 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.32% | — | +1.12% | |
| 48 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.29% | — | +0.51% | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.29% | -0.04% | +0.24% | |
| 50 | DE | Deere & Co | 股票-工业 | 0.29% | +0.07% | — |