CIK: 0001574010
申报总市值
US$2.7亿
仅显示前 200 大持股（共 334 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 30.40% | +0.25% | -0.63% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 10.53% | -1.16% | -0.83% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 8.99% | +0.78% | -7.00% | |
| 4 | IAU | Ishares Gold Trust | ETF-避险与商品 | 8.37% | +0.20% | -0.35% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 6.65% | -0.33% | -0.12% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 5.41% | -0.45% | +0.83% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 5.31% | — | +2.43% | |
| 8 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 2.76% | +0.03% | +7.33% | |
| 9 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 2.08% | -0.03% | -1.70% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.48% | -0.36% | +41.77% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.44% | +0.01% | — | |
| 12 | QLTA | Ishares Aaa - A Rated Corpor | ETF-其他 | 0.88% | — | -38.73% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.87% | -0.04% | -4.69% | |
| 14 | VZ | Verizon Communications INC | 股票-通信服务 | 0.85% | — | +3.22% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.83% | +0.02% | +2.11% | |
| 16 | KRBN | Ks Global Carbon Stratgy ETF | ETF-其他 | 0.71% | — | -16.96% | |
| 17 | IVOL | Quadratic Int Rte Vol Infl H | ETF-其他 | 0.68% | — | -3.62% | |
| 18 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.65% | -0.15% | +0.01% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.59% | -0.02% | -1.00% | |
| 20 | SH1USD | Proshares Short S&p500 | ETF-其他 | 0.59% | — | +1059.71% | |
| 21 | XLE | Ss Energy Select Sector | ETF-其他 | 0.51% | -0.50% | -81.71% | |
| 22 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.41% | +0.02% | -10.37% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.40% | +0.08% | — | |
| 24 | GNR | State Street Spdr S&p Global | ETF-其他 | 0.39% | — | -9.58% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.37% | -0.01% | -2.69% | |
| 26 | EPI | Wisdomtree India Earnings | ETF-其他 | 0.36% | — | -16.71% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.36% | — | -88.93% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.32% | — | +7.64% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.30% | +0.02% | -54.40% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.25% | — | — | |
| 31 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.25% | — | +406.29% | |
| 32 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 0.23% | +0.02% | +19.73% | |
| 33 | AEE | Ameren Corporation | 股票-公用事业 | 0.20% | — | — | |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.19% | — | -5.42% | |
| 35 | MKC-V | Mccormick & Co INC Vtg Com | 股票-其他 | 0.17% | — | — | |
| 36 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.16% | — | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.16% | +0.01% | +15.79% | |
| 38 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 0.15% | — | — | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 0.14% | — | — | |
| 40 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.13% | — | +2.65% | |
| 41 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.13% | +0.01% | -18.76% | |
| 42 | PRU | Prudential Financial INC | 股票-金融 | 0.12% | — | -33.98% | |
| 43 | PPL | Ppl CORP | 股票-公用事业 | 0.12% | — | — | |
| 44 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 0.11% | — | -43.14% | |
| 45 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.11% | — | +0.11% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工业 | 0.11% | — | -18.05% | |
| 47 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.10% | — | — | |
| 48 | NEM | Newmont CORP | 股票-原材料 | 0.09% | — | -12.08% | |
| 49 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.08% | — | +11.49% | |
| 50 | BMI | Badger Meter INC | 股票-科技 | 0.08% | — | — |