CIK: 0001728321
申报总市值
US$18.7亿
仅显示前 200 大持股（共 227 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 | 7.35% | -0.41% | +1.65% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.94% | -0.18% | +9.81% | |
| 3 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 3.41% | — | — | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.75% | — | -9.40% | |
| 5 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 2.09% | — | +0.53% | |
| 6 | VIDI | Vident Intl Eqty Strat ETF | ETF-其他 | 1.83% | — | +3.85% | |
| 7 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 1.73% | — | -25.73% | |
| 8 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.64% | — | +162.99% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.63% | — | +0.78% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.54% | — | +6.12% | |
| 11 | VBND | Vident US Bond Strat ETF | ETF-其他 | 1.46% | — | +4.85% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.39% | — | -7.67% | |
| 13 | WMT | Walmart INC | 股票-非周期性消费 | 1.31% | — | -8.75% | |
| 14 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.25% | — | -0.90% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.23% | — | +72.29% | |
| 16 | VZ | Verizon Communications INC | 股票-通信服务 | 1.10% | — | +0.08% | |
| 17 | T | At&t INC | 股票-通信服务 | 1.07% | — | +5.52% | |
| 18 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 1.06% | — | +43.97% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.05% | — | +11.75% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.00% | -0.70% | +25.18% | |
| 21 | VUSE | Vident US Eqty Strat ETF | ETF-其他 | 0.98% | — | +4.08% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.98% | — | -6.15% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.94% | — | -30.22% | |
| 24 | IYF | Ishares US Financials ETF | ETF-其他 | 0.93% | — | -22.91% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.90% | — | +10.12% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.83% | +0.22% | -3.02% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.81% | — | -20.95% | |
| 28 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.80% | — | +2.55% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.80% | -0.44% | +77.30% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.74% | — | +20.39% | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.73% | — | -8.97% | |
| 32 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 0.69% | — | +48.99% | |
| 33 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.68% | — | +12.67% | |
| 34 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 0.66% | — | +1.69% | |
| 35 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 0.63% | — | -0.59% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | -0.43% | +104.09% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | — | +16.56% | |
| 38 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.58% | — | -21.72% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.58% | +0.13% | +0.70% | |
| 40 | GSK | GSK plc ADRhedged | 股票-医疗保健 | 0.58% | — | -4.63% | |
| 41 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.58% | — | -25.41% | |
| 42 | BA | Boeing Co/the | 股票-工业 | 0.57% | — | +111.99% | |
| 43 | AMGN | Amgen INC | 股票-医疗保健 | 0.57% | — | +58.04% | |
| 44 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.56% | — | — | |
| 45 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.55% | — | — | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.53% | — | -30.25% | |
| 47 | MAT | Mattel INC | 股票-周期性消费 | 0.53% | — | -42.92% | |
| 48 | NFLX | Netflix INC | 股票-通信服务 | 0.53% | — | +2.26% | |
| 49 | OHI | Omega Healthcare Investors | 股票-房地产 | 0.53% | — | +0.78% | |
| 50 | MO | Altria Group INC | 股票-非周期性消费 | 0.51% | — | +0.78% |