CIK: 0001574010
申报总市值
US$2.7亿
仅显示前 200 大持股（共 351 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 | 30.89% | +0.25% | -1.32% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 9.97% | -1.16% | -5.88% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 8.93% | +0.78% | -2.11% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 6.34% | -0.33% | -1.60% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 5.48% | — | -0.89% | |
| 6 | IAU | Ishares Gold Trust | ETF-避险与商品 | 5.32% | +0.20% | -2.05% | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 5.20% | -0.45% | -0.87% | |
| 8 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 3.31% | +0.03% | +2.74% | |
| 9 | SH1USD | Proshares Short S&p500 | ETF-其他 | 2.20% | — | +4.39% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.13% | -0.36% | +7.53% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.99% | +0.01% | +3.86% | |
| 12 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 1.99% | -0.03% | -2.99% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.40% | — | +47.76% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.92% | -0.04% | +0.40% | |
| 15 | QLTA | Ishares Aaa - A Rated Corpor | ETF-其他 | 0.64% | — | -12.82% | |
| 16 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.64% | -0.15% | +0.01% | |
| 17 | XLE | Ss Energy Select Sector | ETF-其他 | 0.62% | -0.50% | -8.47% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.60% | -0.02% | -3.64% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.44% | +0.08% | -2.07% | |
| 20 | JSCP | Jpmorgan Short Duration Core | ETF-其他 | 0.44% | — | +18.56% | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.37% | -0.01% | -10.62% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.36% | — | -4.76% | |
| 23 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.32% | +0.02% | -13.19% | |
| 24 | EPI | Wisdomtree India Earnings | ETF-其他 | 0.31% | — | -7.21% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | — | -9.55% | |
| 26 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 0.31% | +0.02% | +27.87% | |
| 27 | GNR | State Street Spdr S&p Global | ETF-其他 | 0.29% | — | -27.64% | |
| 28 | IVOL | Quadratic Int Rte Vol Infl H | ETF-其他 | 0.27% | — | -14.27% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.27% | — | +4.86% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.26% | — | +11.29% | |
| 31 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.25% | +0.45% | +866.67% | |
| 32 | COPX | Global X Copper Miners ETF | ETF-其他 | 0.25% | +0.35% | +15.90% | |
| 33 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.25% | -0.17% | — | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.22% | +0.02% | -1.85% | |
| 35 | AEE | Ameren Corporation | 股票-公用事业 | 0.19% | — | — | |
| 36 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 0.19% | +0.03% | +231.93% | |
| 37 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.17% | — | -0.52% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.17% | +0.01% | — | |
| 39 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.16% | — | — | |
| 40 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.15% | +0.01% | -20.45% | |
| 41 | ADP | Automatic Data Processing | 股票-科技 | 0.15% | — | — | |
| 42 | VZ | Verizon Communications INC | 股票-通信服务 | 0.14% | — | -71.42% | |
| 43 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.13% | — | +5.49% | |
| 44 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.13% | — | +0.11% | |
| 45 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 0.12% | — | — | |
| 46 | PPL | Ppl CORP | 股票-公用事业 | 0.12% | — | +2.80% | |
| 47 | BMI | Badger Meter INC | 股票-科技 | 0.10% | — | — | |
| 48 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.10% | -0.41% | -4.76% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工业 | 0.09% | — | -1.33% | |
| 50 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.09% | — | — |