CIK: 0001666788
申报总市值
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仅显示前 200 大持股（共 201 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 | AVGO | Broadcom Inc. | 股票-科技 | 2.75% | — | -0.81% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.54% | — | +112.24% | |
| 3 | EHC | Encompass Health CORP | 股票-医疗保健 | 2.46% | — | -0.06% | |
| 4 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 2.30% | — | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.25% | — | +0.47% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.18% | — | — | |
| 7 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 2.14% | — | — | |
| 8 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 2.13% | — | — | |
| 9 | ARCPEUR | Vereit INC | 股票-其他 | 2.11% | — | +2.20% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.08% | — | — | |
| 11 | INTC | Intel CORP | 股票-科技 | 2.02% | — | -2.74% | |
| 12 | IYM | Ishares U.s. Basic Materials | ETF-其他 | 1.92% | — | — | |
| 13 | CMRE | Costamare Inc. | 股票-其他 | 1.75% | — | -2.09% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.61% | — | — | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.53% | — | — | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.48% | — | -4.99% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.47% | — | +91.70% | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.47% | — | — | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.42% | — | +3.73% | |
| 20 | O | Realty Income CORP | 股票-房地产 | 1.41% | — | +0.71% | |
| 21 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.41% | — | — | |
| 22 | FSICUSD | Fs Kkr Capital CORP | 股票-其他 | 1.39% | — | -0.38% | |
| 23 | STAYUSD | Extended Stay America INC | 股票-其他 | 1.38% | — | — | |
| 24 | JPM 6.7 PERP +T | Jpmorgan Chase & Co | 股票-金融 | 1.31% | — | -0.89% | |
| 25 | TD | Toronto-dominion Bank | 股票-金融 | 1.29% | — | -0.67% | |
| 26 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 1.28% | — | -0.48% | |
| 27 | TX | Ternium Sa-sponsored Adr | 股票-其他 | 1.27% | — | -1.18% | |
| 28 | TXN | Texas Instruments INC | 股票-科技 | 1.22% | — | +0.64% | |
| 29 | BBTUSD | Bb&t CORP | 股票-其他 | 1.15% | — | — | |
| 30 | TRTN-PA | Triton International Limited | 股票-其他 | 1.09% | — | — | |
| 31 | KLAC | Kla CORP | 股票-科技 | 1.05% | — | +0.23% | |
| 32 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 1.03% | — | — | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.01% | — | — | |
| 34 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.00% | — | +6.09% | |
| 35 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 0.91% | — | — | |
| 36 | KEY | Keycorp | 股票-金融 | 0.88% | — | — | |
| 37 | EQMUSD | Eqm Midstream Partners LP | 股票-其他 | 0.83% | — | — | |
| 38 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.79% | — | +0.95% | |
| 39 | MDC1USD | Mdc Holdings INC | 股票-其他 | 0.79% | — | — | |
| 40 | IEUS | Ishares Msci Europe Small-ca | ETF-其他 | 0.78% | — | +1.02% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.75% | — | -1.35% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.71% | — | +1.71% | |
| 43 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.71% | — | +2.12% | |
| 44 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.65% | — | — | |
| 45 | ✓ | Corporate Capital Trust | 股票-其他 | 0.64% | — | -2.21% | |
| 46 | GNL | Global Net Lease INC | 股票-房地产 | 0.61% | — | -3.48% | |
| 47 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.59% | — | — | |
| 48 | ✓ | Colony Northstar Cr Real Estate INC Cl A | 股票-其他 | 0.59% | — | — | |
| 49 | EWX | State Street Spdr S&p Emergi | ETF-其他 | 0.57% | — | +0.37% | |
| 50 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.56% | — | — |