CIK: 0001650300
申报总市值
US$3.0亿
仅显示前 200 大持股（共 392 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 | 13.03% | -0.52% | -0.84% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 9.44% | +0.49% | +9.53% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 9.04% | — | -0.92% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.45% | -0.08% | -0.76% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.04% | — | -2.36% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.03% | -0.65% | -0.89% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 2.75% | -0.02% | +10.04% | |
| 8 | ABBV | Abbvie INC | 股票-医疗保健 | 2.31% | -0.13% | -0.27% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.05% | — | -1.16% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.01% | +0.13% | -2.35% | |
| 11 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.92% | -0.02% | -0.67% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.82% | -0.11% | -0.15% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.74% | — | +1.67% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.58% | -0.06% | -1.08% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.51% | -0.10% | -3.26% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.43% | -0.05% | -3.51% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.43% | -0.07% | -0.28% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.36% | -0.13% | -0.86% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.05% | — | -1.81% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.96% | -0.19% | +0.13% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.93% | +0.17% | +0.08% | |
| 22 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.92% | +0.05% | -1.27% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.85% | -0.03% | -0.06% | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.84% | — | +0.46% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.80% | +0.06% | +0.43% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | +0.19% | +0.32% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | -0.02% | — | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.62% | +0.03% | +0.46% | |
| 29 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.61% | +0.06% | +0.55% | |
| 30 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.58% | -0.02% | -0.17% | |
| 31 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.57% | -0.04% | -7.11% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.55% | +0.07% | +0.22% | |
| 33 | EMR | Emerson Electric Co | 股票-工业 | 0.54% | — | +0.08% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.52% | — | — | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.50% | -0.05% | +0.11% | |
| 36 | XLF | Ss Financial Select Sector | ETF-其他 | 0.49% | +0.03% | -1.46% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.48% | — | +15.57% | |
| 38 | PEP | Pepsico INC | 股票-非周期性消费 | 0.42% | — | -0.87% | |
| 39 | WMT | Walmart INC | 股票-非周期性消费 | 0.41% | +0.10% | +193.93% | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.41% | -0.06% | +0.10% | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.40% | -0.04% | +0.11% | |
| 42 | PGX | Invesco Preferred ETF | ETF-其他 | 0.40% | — | +0.50% | |
| 43 | CSX | Csx CORP | 股票-工业 | 0.37% | — | +0.13% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.36% | -0.06% | -9.25% | |
| 45 | DE | Deere & Co | 股票-工业 | 0.35% | +0.07% | — | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.34% | — | -4.97% | |
| 47 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.34% | — | -0.27% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.33% | +0.09% | +0.60% | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.33% | — | +0.02% | |
| 50 | VTV | Vanguard Value ETF | ETF-其他 | 0.33% | — | +1.19% |