CIK: 0001801720
申报总市值
US$5.6亿
仅显示前 200 大持股（共 948 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 | AAPL | Apple INC | 股票-科技 | 6.65% | — | -0.94% | |
| 2 | DIS | Walt Disney Co/the | 股票-通信服务 | 4.51% | — | -0.21% | |
| 3 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 4.13% | +0.06% | +2.31% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.77% | -0.56% | -0.37% | |
| 5 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 3.76% | +0.04% | +10.04% | |
| 6 | INCY | Incyte CORP | 股票-医疗保健 | 2.55% | — | — | |
| 7 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 2.33% | — | +1.61% | |
| 8 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 2.11% | +0.03% | +6.50% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.95% | +0.12% | +11.00% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.85% | +0.23% | +0.01% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.81% | — | +10.46% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.78% | — | +2.02% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.63% | -0.11% | -0.22% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.49% | +0.38% | -0.18% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.19% | -0.11% | -18.12% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.13% | — | +11.28% | |
| 17 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 1.12% | — | -0.28% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.11% | — | -0.35% | |
| 19 | DWM | Wisdomtree International Equ | ETF-其他 | 1.11% | +0.03% | +3.84% | |
| 20 | STBA | S & T Bancorp INC | 股票-其他 | 1.06% | — | — | |
| 21 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.03% | — | +0.00% | |
| 22 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.99% | +0.06% | +1.85% | |
| 23 | HD | Home Depot INC | 股票-周期性消费 | 0.95% | — | — | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.91% | — | -4.27% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 0.85% | — | +5.43% | |
| 26 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.78% | — | +23.35% | |
| 27 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-其他 | 0.73% | — | +18.50% | |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.64% | — | — | |
| 29 | NEE | Nextera Energy INC | 股票-公用事业 | 0.62% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.59% | -0.08% | — | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.55% | -0.08% | — | |
| 32 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.55% | — | +11.26% | |
| 33 | FISV | Fiserv INC | 股票-其他 | 0.55% | — | — | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.55% | — | — | |
| 35 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.53% | — | — | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.50% | -0.15% | +0.39% | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.49% | — | +0.31% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.47% | — | — | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.46% | — | -0.88% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.45% | — | — | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.44% | — | — | |
| 42 | VZ | Verizon Communications INC | 股票-通信服务 | 0.43% | +0.05% | +3.82% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.43% | — | — | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.42% | — | -1.21% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.42% | — | +0.21% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | — | |
| 47 | GIS | General Mills INC | 股票-非周期性消费 | 0.40% | — | — | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.40% | — | — | |
| 49 | MCO | Moody's CORP | 股票-金融 | 0.40% | — | — | |
| 50 | CRM | Salesforce INC | 股票-科技 | 0.38% | -0.07% | +0.45% |