CIK: 0001910381
申报总市值
US$2.1亿
| # | 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 13.12% | +0.14% | +61.14% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-其他 | 10.91% | -0.01% | +65.94% | |
| 3 | XLK | Ss Technology Select Sector | ETF-科技型 | 7.72% | +0.05% | +493.47% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 6.73% | -0.31% | -71.43% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 5.57% | -0.23% | +16.92% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.29% | — | -1.15% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.84% | +0.46% | +0.09% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-其他 | 4.07% | — | +3.96% | |
| 9 | XLF | Ss Financial Select Sector | ETF-其他 | 3.34% | — | +517.40% | |
| 10 | IYC | Ishares US Consumer Discreti | ETF-其他 | 3.08% | — | +671.91% | |
| 11 | VIS | Vanguard Industrials ETF | ETF-其他 | 2.51% | — | +515.67% | |
| 12 | VOX | Vanguard Communication Servi | ETF-其他 | 2.15% | — | +608.90% | |
| 13 | AAPL | Apple INC | 股票-科技 | 2.04% | -0.06% | -5.24% | |
| 14 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.80% | — | +533.50% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.73% | -0.02% | +4.33% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.25% | — | — | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.18% | +0.12% | +35.72% | |
| 18 | XLE | Ss Energy Select Sector | ETF-其他 | 0.99% | — | +356.88% | |
| 19 | IYM | Ishares U.s. Basic Materials | ETF-其他 | 0.89% | — | — | |
| 20 | IPKW | Invesco International Buybac | ETF-其他 | 0.80% | -0.86% | +0.74% | |
| 21 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.77% | — | -80.14% | |
| 22 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.77% | — | — | |
| 23 | DUK | Duke Energy CORP | 股票-公用事业 | 0.75% | — | -0.65% | |
| 24 | ORI | Old Republic Intl CORP | 股票-金融 | 0.73% | — | +0.84% | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.73% | +0.08% | +5.68% | |
| 26 | IDU | Ishares US Utilities ETF | ETF-其他 | 0.71% | — | — | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.66% | -0.01% | -2.35% | |
| 28 | DIVB | Ishares Core Dividend ETF | ETF-其他 | 0.62% | +0.03% | +4.13% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.59% | — | +5.38% | |
| 30 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.58% | — | +0.46% | |
| 31 | IYF | Ishares US Financials ETF | ETF-其他 | 0.50% | — | +101.05% | |
| 32 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.49% | — | +19.29% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.48% | — | — | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | -0.28% | -1.73% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.47% | — | -93.22% | |
| 36 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.45% | — | +4.95% | |
| 37 | USB | US Bancorp | 股票-金融 | 0.45% | — | +0.17% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.44% | — | — | |
| 39 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 0.41% | — | +150.06% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.41% | — | — | |
| 41 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.38% | — | — | |
| 42 | CTAS | Cintas CORP | 股票-工业 | 0.37% | — | +8.78% | |
| 43 | TSLA | Tesla INC | 股票-周期性消费 | 0.36% | — | -17.51% | |
| 44 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.29% | — | — | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.29% | — | -41.86% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.28% | +0.13% | +45.45% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.27% | +0.09% | +15.75% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.27% | +0.06% | +3.98% | |
| 49 | IYZ | Ishares US Telecommunication | ETF-其他 | 0.26% | — | — | |
| 50 | ENB | Enbridge INC | 股票-能源 | 0.26% | — | +20.41% |