CIK: 0001926571
申报总市值
US$4.7亿
仅显示前 200 大持股（共 268 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 | MCD | Mcdonald's CORP | 股票-周期性消费 | 9.13% | -1.13% | +0.57% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 8.11% | — | -8.05% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.14% | +0.34% | +25.96% | |
| 4 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 6.02% | -0.26% | — | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 5.50% | — | +43.17% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.65% | +1.96% | +1.75% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.84% | — | +3.45% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.35% | -0.15% | +8.37% | |
| 9 | COMT | Ishares Gsci Commodity Dynam | ETF-避险与商品 | 2.60% | — | -40.05% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.18% | — | -6.87% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 2.17% | — | +20.35% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.97% | — | -28.02% | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.96% | — | -17.02% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.96% | -0.12% | +5.89% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.70% | -0.03% | +0.29% | |
| 16 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.67% | — | +0.48% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.65% | — | +122.43% | |
| 18 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.38% | — | +325.98% | |
| 19 | PPH | Vaneck Pharmaceutical ETF | ETF-其他 | 1.36% | — | +12.71% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.29% | — | +112.04% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.18% | — | — | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.17% | — | -23.56% | |
| 23 | MTZ | Mastec INC | 股票-工业 | 1.10% | — | -23.64% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.09% | +0.20% | -0.89% | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.96% | — | — | |
| 26 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.96% | — | +0.41% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.95% | +0.14% | +403.22% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.89% | — | -0.60% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.84% | — | -0.33% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.80% | — | +0.24% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.77% | — | +24.00% | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.75% | — | +0.74% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.74% | — | +0.14% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.70% | — | +0.64% | |
| 35 | MS | Morgan Stanley | 股票-金融 | 0.66% | +0.04% | +0.87% | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.66% | — | +1.10% | |
| 37 | DWAS | Invesco Dorsey Wright Smallc | ETF-其他 | 0.59% | — | -0.22% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.57% | — | -71.76% | |
| 39 | KKR | Kkr & Co INC | 股票-金融 | 0.55% | — | +146.79% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | — | -0.08% | |
| 41 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.52% | — | +3.22% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.52% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.50% | +0.12% | -1.35% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.42% | +0.45% | +101.82% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | — | +0.64% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.38% | +0.21% | +53.51% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.36% | — | +1.11% | |
| 48 | AMGN | Amgen INC | 股票-医疗保健 | 0.34% | — | -0.33% | |
| 49 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.34% | — | -9.53% | |
| 50 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-其他 | 0.34% | — | -87.34% |