CIK: 0001728321
申报总市值
US$18.7亿
仅显示前 200 大持股（共 211 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 | 7.37% | -0.41% | +5.02% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.71% | -0.18% | -18.31% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.17% | — | +3.18% | |
| 4 | FPX | First Trust US Equity Opport | ETF-其他 | 2.65% | — | +6.11% | |
| 5 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 2.40% | — | -1.01% | |
| 6 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 2.25% | — | +1.21% | |
| 7 | VIDI | Vident Intl Eqty Strat ETF | ETF-其他 | 1.77% | — | — | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.63% | — | -2.13% | |
| 9 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 1.55% | — | +3.81% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.53% | — | -3.23% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.52% | — | -14.41% | |
| 12 | VBND | Vident US Bond Strat ETF | ETF-其他 | 1.43% | — | — | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.42% | — | +9.00% | |
| 14 | WMT | Walmart INC | 股票-非周期性消费 | 1.35% | — | +3.45% | |
| 15 | IYF | Ishares US Financials ETF | ETF-其他 | 1.32% | — | +0.18% | |
| 16 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.30% | — | +9.45% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.10% | — | -3.05% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.07% | — | +9.72% | |
| 19 | VZ | Verizon Communications INC | 股票-通信服务 | 0.99% | — | +10.49% | |
| 20 | VUSE | Vident US Eqty Strat ETF | ETF-其他 | 0.98% | — | — | |
| 21 | T | At&t INC | 股票-通信服务 | 0.94% | — | +12.90% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.93% | — | -34.17% | |
| 23 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.89% | — | -1.29% | |
| 24 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.87% | — | +17.43% | |
| 25 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.87% | — | -1.07% | |
| 26 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.86% | — | +19.29% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.84% | +0.22% | +39.08% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.83% | — | +1.71% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.82% | — | -5.96% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.80% | — | -3.62% | |
| 31 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 0.79% | — | +0.28% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.78% | -0.70% | +3.27% | |
| 33 | MAT | Mattel INC | 股票-周期性消费 | 0.77% | — | +0.71% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.73% | — | +10.71% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.69% | — | +101.54% | |
| 36 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.67% | — | +18.50% | |
| 37 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 0.66% | — | -24.84% | |
| 38 | GSK | GSK plc ADRhedged | 股票-医疗保健 | 0.64% | — | +0.19% | |
| 39 | NFLX | Netflix INC | 股票-通信服务 | 0.61% | — | +22.99% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.60% | +0.13% | +18.46% | |
| 41 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.59% | — | -6.67% | |
| 42 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.59% | — | — | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.58% | — | -9.55% | |
| 44 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.58% | — | +138.32% | |
| 45 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.57% | — | -0.28% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | — | +33.59% | |
| 47 | DOC | Healthpeak Properties, Inc. | 股票-房地产 | 0.56% | — | -0.04% | |
| 48 | OHI | Omega Healthcare Investors | 股票-房地产 | 0.54% | — | +0.76% | |
| 49 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.54% | -0.44% | +34.66% | |
| 50 | ✓ | Powershares ETF Trust | ETF-其他 | 0.51% | — | +0.47% |