CIK: 0001650300
申报总市值
US$3.0亿
仅显示前 200 大持股（共 395 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 | 13.42% | -0.52% | -0.93% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 9.86% | — | +2.31% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 8.06% | +0.49% | +0.13% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 7.26% | -0.08% | -1.46% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.87% | — | -0.33% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.93% | -0.65% | +1.69% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 2.63% | -0.02% | +0.56% | |
| 8 | ABBV | Abbvie INC | 股票-医疗保健 | 2.35% | -0.13% | -0.79% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.95% | -0.11% | +0.09% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.89% | -0.13% | +1.54% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.89% | -0.07% | -0.17% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.81% | +0.13% | -4.71% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.71% | — | +5.36% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.48% | -0.06% | -5.57% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.34% | -0.02% | -20.00% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.30% | — | -2.50% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.26% | -0.10% | +96.58% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.23% | -0.05% | +1.17% | |
| 19 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.12% | +0.05% | +0.18% | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.02% | — | -3.33% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.00% | -0.03% | -0.15% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.97% | -0.19% | -1.99% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.95% | +0.17% | +2.17% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.91% | — | +0.93% | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.76% | — | -0.13% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.73% | +0.06% | +0.22% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | +0.19% | +12.80% | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 0.66% | +0.10% | -0.64% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.65% | -0.03% | +5.02% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.02% | — | |
| 31 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.61% | -0.04% | +100.30% | |
| 32 | VUG | Vanguard Growth ETF | ETF-其他 | 0.59% | -0.05% | +0.08% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.54% | +0.07% | -1.91% | |
| 34 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.54% | -0.02% | -4.57% | |
| 35 | EMR | Emerson Electric Co | 股票-工业 | 0.50% | — | +0.06% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.50% | -0.04% | +3.27% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.50% | — | — | |
| 38 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.48% | +0.06% | -13.45% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.47% | +0.03% | +6.30% | |
| 40 | XLF | Ss Financial Select Sector | ETF-其他 | 0.44% | +0.03% | -0.03% | |
| 41 | PGX | Invesco Preferred ETF | ETF-其他 | 0.43% | — | +154.04% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.41% | -0.02% | +0.06% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.41% | — | — | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.35% | -0.06% | +6.03% | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.34% | — | — | |
| 46 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.33% | -0.06% | -3.56% | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.33% | — | +100.72% | |
| 48 | DE | Deere & Co | 股票-工业 | 0.32% | +0.07% | — | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.32% | — | — | |
| 50 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.30% | +0.05% | +19.98% |