CIK: 0001650300
申报总市值
US$3.0亿
仅显示前 200 大持股（共 364 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 | 11.43% | -0.52% | -0.07% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 8.48% | +0.49% | +0.14% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 8.31% | — | +0.64% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.52% | -0.08% | +0.78% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.49% | — | +1.15% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.79% | — | +7.96% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-其他 | 2.63% | -0.02% | +12.77% | |
| 8 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 2.41% | -0.02% | -1.69% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.27% | -0.65% | +4.77% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.16% | — | +0.07% | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.07% | +0.13% | -1.35% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.85% | -0.10% | +0.13% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.68% | -0.13% | +7.10% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.66% | -0.06% | -2.02% | |
| 15 | ABBV | Abbvie INC | 股票-医疗保健 | 1.52% | -0.13% | +0.74% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.43% | -0.05% | +0.27% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.24% | — | +49.48% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.15% | -0.07% | +0.28% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.14% | +0.17% | +1.98% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.11% | -0.03% | +90.83% | |
| 21 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.05% | -0.02% | +0.08% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.82% | — | +16384.92% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.75% | — | -0.76% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.74% | +0.06% | +6.40% | |
| 25 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.73% | +0.05% | +2.59% | |
| 26 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.71% | — | +9.21% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.69% | -0.04% | -3.11% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.68% | — | +0.59% | |
| 29 | VUG | Vanguard Growth ETF | ETF-其他 | 0.66% | -0.05% | +7.96% | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.55% | +0.07% | -1.23% | |
| 31 | T | At&t INC | 股票-通信服务 | 0.55% | +0.04% | +2.82% | |
| 32 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.53% | — | +0.24% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.51% | -0.06% | +0.08% | |
| 34 | XLF | Ss Financial Select Sector | ETF-其他 | 0.50% | +0.03% | +0.32% | |
| 35 | EMR | Emerson Electric Co | 股票-工业 | 0.48% | — | +0.09% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.45% | — | -4.59% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | -0.02% | +1.07% | |
| 38 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.44% | — | -0.41% | |
| 39 | CSX | Csx CORP | 股票-工业 | 0.40% | — | +3.30% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.40% | — | +137.50% | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.39% | — | +0.34% | |
| 42 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.38% | +0.03% | +5.17% | |
| 43 | DE | Deere & Co | 股票-工业 | 0.36% | +0.07% | — | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.35% | — | — | |
| 45 | WMT | Walmart INC | 股票-非周期性消费 | 0.35% | +0.10% | +5.41% | |
| 46 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.35% | -0.05% | +10.34% | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.34% | — | +0.98% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | +0.19% | -1.70% | |
| 49 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.32% | -0.19% | +0.29% | |
| 50 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.32% | — | +0.08% |