CIK: 0001801720
申报总市值
US$5.6亿
仅显示前 200 大持股（共 1118 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 | 8.48% | — | +4.59% | |
| 2 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 4.17% | +0.04% | +8.45% | |
| 3 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 4.06% | +0.06% | +9.55% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.82% | -0.56% | +5.38% | |
| 5 | DIS | Walt Disney Co/the | 股票-通信服务 | 3.20% | — | -0.36% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.41% | — | +7.07% | |
| 7 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-其他 | 2.33% | — | +42.98% | |
| 8 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 2.27% | — | +1.13% | |
| 9 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 2.18% | +0.03% | +9.67% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 2.17% | — | +24.11% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.94% | +0.23% | +5.75% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.58% | +0.38% | -13.12% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.41% | +0.12% | -10.15% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.32% | — | +24.97% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | -0.11% | -7.76% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.09% | — | +1.89% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.05% | -0.11% | — | |
| 18 | PFE | Pfizer INC | 股票-医疗保健 | 1.05% | — | +15.95% | |
| 19 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.02% | — | +12.93% | |
| 20 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.96% | +0.06% | +0.68% | |
| 21 | STBA | S & T Bancorp INC | 股票-其他 | 0.93% | — | — | |
| 22 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.90% | — | +59.14% | |
| 23 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.87% | — | +3.38% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.84% | — | +1.67% | |
| 25 | DWM | Wisdomtree International Equ | ETF-其他 | 0.83% | +0.03% | -19.79% | |
| 26 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.80% | — | -6.93% | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 0.75% | — | -1.51% | |
| 28 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.73% | — | +10.89% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.64% | -0.08% | +13.02% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.61% | -0.15% | +7.28% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.53% | — | — | |
| 32 | ABBV | Abbvie INC | 股票-医疗保健 | 0.52% | — | +7.03% | |
| 33 | INCY | Incyte CORP | 股票-医疗保健 | 0.51% | — | -80.16% | |
| 34 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.51% | -0.08% | +0.09% | |
| 35 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.51% | — | +99.12% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | +2.51% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.47% | — | +1.31% | |
| 38 | WTRG | Essential Utilities INC | 股票-公用事业 | 0.47% | — | +28.65% | |
| 39 | FISV | Fiserv INC | 股票-其他 | 0.45% | — | — | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.43% | — | +4.16% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.43% | — | -3.12% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.43% | — | +3.88% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.41% | — | +0.78% | |
| 44 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.41% | — | -17.95% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.41% | — | — | |
| 46 | CP | Canadian Pacific Kansa F | 股票-工业 | 0.41% | — | -3.43% | |
| 47 | GIS | General Mills INC | 股票-非周期性消费 | 0.40% | — | — | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.39% | — | +1.52% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.37% | — | +24.09% | |
| 50 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.37% | — | -9.88% |