CIK: 0001650300
申报总市值
US$3.0亿
仅显示前 200 大持股（共 315 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 | 11.40% | -0.52% | -0.38% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 9.65% | +0.49% | +1.35% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 8.18% | — | -0.12% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.41% | -0.08% | -0.30% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.19% | — | -1.61% | |
| 6 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 2.59% | -0.02% | -0.63% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.36% | — | -1.92% | |
| 8 | ABBV | Abbvie INC | 股票-医疗保健 | 2.36% | -0.13% | +0.48% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.27% | +0.13% | -0.73% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.23% | — | -28.63% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.21% | -0.65% | +0.09% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.88% | -0.11% | +7967.20% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.81% | -0.13% | +0.06% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.67% | -0.02% | -30.30% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.64% | -0.05% | +1.84% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.43% | -0.06% | -0.19% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.32% | -0.10% | -0.69% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.24% | +0.17% | +0.40% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.20% | -0.07% | +1.44% | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.12% | — | +8.27% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.94% | -0.03% | -10.13% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.93% | — | +0.43% | |
| 23 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.85% | +0.05% | +0.31% | |
| 24 | PGX | Invesco Preferred ETF | ETF-其他 | 0.80% | — | +521.42% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | +0.19% | +1.45% | |
| 26 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.70% | +0.06% | +13.30% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.67% | -0.19% | +0.13% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.67% | +0.06% | +0.28% | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.66% | -0.02% | -0.64% | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.65% | +0.07% | +0.23% | |
| 31 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.60% | +0.03% | +0.53% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | -0.02% | — | |
| 33 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.54% | -0.05% | +0.14% | |
| 34 | XLF | Ss Financial Select Sector | ETF-其他 | 0.54% | +0.03% | +1.60% | |
| 35 | EMR | Emerson Electric Co | 股票-工业 | 0.54% | — | +0.09% | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.49% | — | -1.20% | |
| 37 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.48% | -0.04% | +7.08% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.46% | — | -27.16% | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.45% | -0.06% | +0.06% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.45% | — | — | |
| 41 | DE | Deere & Co | 股票-工业 | 0.43% | +0.07% | — | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.42% | — | +0.45% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.41% | — | +0.54% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.41% | +0.09% | +0.17% | |
| 45 | WMT | Walmart INC | 股票-非周期性消费 | 0.38% | +0.10% | +0.04% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.38% | — | — | |
| 47 | VUG | Vanguard Growth ETF | ETF-其他 | 0.36% | -0.05% | -6.74% | |
| 48 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.36% | — | +0.25% | |
| 49 | CSX | Csx CORP | 股票-工业 | 0.36% | — | +0.12% | |
| 50 | VTV | Vanguard Value ETF | ETF-其他 | 0.36% | — | +0.21% |