CIK: 0001720969
申报总市值
US$8.5亿
仅显示前 200 大持股（共 393 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 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 12.63% | — | +22.27% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.83% | +0.14% | +21.13% | |
| 3 | CUBI | Customers Bancorp INC | 股票-其他 | 4.07% | — | — | |
| 4 | WTRG | Essential Utilities, Inc. | 股票-公用事业 | 3.73% | — | -22.42% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.68% | +0.09% | NEW | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.58% | — | +34.26% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.33% | — | +31.00% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.32% | -0.01% | +10.06% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.16% | +1.98% | — | |
| 10 | FULT | Fulton Financial CORP | 股票-金融 | 3.15% | — | — | |
| 11 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 2.56% | — | — | |
| 12 | ✓ | Powershares | 股票-其他 | 2.00% | — | +39.12% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.96% | — | +37.39% | |
| 14 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.96% | — | +5760.84% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.55% | -0.09% | +3536.18% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.54% | +0.27% | +582.31% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.48% | -0.02% | -14.37% | |
| 18 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.47% | — | +251.86% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.31% | +0.17% | +39.37% | |
| 20 | RGA | Reinsurance Group Of America | 股票-金融 | 1.29% | — | +8.91% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.28% | +0.04% | +14.30% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.15% | — | +225.24% | |
| 23 | XELBUSD | Xcel Brands INC | 股票-其他 | 1.14% | — | — | |
| 24 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.14% | — | +1086.69% | |
| 25 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.10% | +0.02% | — | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.10% | — | — | |
| 27 | VFC | Vf CORP | 股票-周期性消费 | 1.09% | — | -9.49% | |
| 28 | CNO | Cno Financial Group INC | 股票-金融 | 1.06% | — | — | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.00% | +0.13% | +59.47% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.96% | — | -27.79% | |
| 31 | AAPL | Apple INC | 股票-科技 | 0.90% | -0.05% | +5.41% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.82% | — | +10.03% | |
| 33 | UBS | UBS Group AG | 股票-金融 | 0.70% | — | — | |
| 34 | EFX | Equifax INC | 股票-工业 | 0.67% | — | — | |
| 35 | ✓ | Stonemor Partners LP | 股票-其他 | 0.62% | — | +2164.13% | |
| 36 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.62% | — | — | |
| 37 | BA | Boeing Co/the | 股票-工业 | 0.61% | — | — | |
| 38 | TWXCHF | Time Warner INC | 股票-其他 | 0.55% | — | — | |
| 39 | UPS | United Parcel Service-cl B | 股票-工业 | 0.52% | — | +87.73% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.50% | — | +961.17% | |
| 41 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.49% | — | +9.98% | |
| 42 | VIPS | Vipshop Holdings LTD - Adr | 股票-周期性消费 | 0.48% | — | — | |
| 43 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.47% | -0.04% | — | |
| 44 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.44% | — | +11.58% | |
| 45 | GIL | Gildan Activewear INC | 股票-周期性消费 | 0.38% | — | -50.00% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.37% | — | +5263.86% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.37% | — | — | |
| 48 | NOW | Servicenow INC | 股票-科技 | 0.36% | -0.04% | — | |
| 49 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.35% | — | — | |
| 50 | FSZ | First Trust Switzerland | ETF-其他 | 0.35% | — | — |