CIK: 0001650300
申报总市值
US$3.0亿
仅显示前 200 大持股（共 385 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 | 13.78% | -0.52% | +0.33% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 9.86% | — | +1.22% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 8.54% | +0.49% | -1.12% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.64% | -0.08% | +2.79% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.24% | — | +0.42% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.02% | -0.65% | +0.01% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 2.84% | -0.02% | +0.50% | |
| 8 | ABBV | Abbvie INC | 股票-医疗保健 | 2.13% | -0.13% | +0.47% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.00% | +0.13% | +1.23% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.96% | -0.11% | +0.79% | |
| 11 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.85% | -0.02% | -0.39% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.69% | — | -1.14% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.68% | — | +1.97% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.66% | -0.07% | +1.01% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.59% | -0.06% | +0.48% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.57% | -0.13% | -1.66% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.30% | -0.10% | -7.15% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.18% | -0.05% | -0.41% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.12% | — | +3.49% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.02% | -0.03% | -0.58% | |
| 21 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.00% | +0.05% | +0.21% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.80% | -0.19% | -0.21% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.78% | — | +0.41% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.76% | — | +7.08% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | +0.17% | +0.60% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.72% | +0.06% | +0.32% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | -0.02% | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.62% | -0.03% | +0.43% | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.60% | +0.10% | +0.05% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.59% | -0.04% | +0.59% | |
| 31 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.59% | +0.06% | +0.78% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | +0.07% | +0.21% | |
| 33 | EMR | Emerson Electric Co | 股票-工业 | 0.56% | — | +0.06% | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.56% | -0.05% | +25.21% | |
| 35 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.56% | -0.02% | -1.12% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | +0.19% | +0.32% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.54% | — | — | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.48% | -0.04% | +0.18% | |
| 39 | XLF | Ss Financial Select Sector | ETF-其他 | 0.46% | +0.03% | +2.32% | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.41% | -0.06% | +0.07% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.40% | -0.02% | +43.15% | |
| 42 | DE | Deere & Co | 股票-工业 | 0.39% | +0.07% | — | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.39% | — | — | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.35% | +0.03% | +0.54% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.35% | — | +0.34% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.33% | -0.06% | +0.13% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.31% | — | +0.39% | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.31% | — | +0.19% | |
| 49 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.30% | — | +0.23% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.29% | — | +0.11% |