CIK: 0001574010
申报总市值
US$2.7亿
仅显示前 200 大持股（共 315 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 | 33.08% | +0.25% | -1.72% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 10.82% | +0.78% | -2.09% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 8.86% | -1.16% | -1.93% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 5.26% | -0.33% | -2.38% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.67% | — | +1.21% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 3.99% | -0.45% | -2.52% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 3.85% | -0.17% | +12.94% | |
| 8 | IAU | Ishares Gold Trust | ETF-避险与商品 | 3.34% | +0.20% | +0.35% | |
| 9 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 3.32% | +0.03% | +4.11% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.52% | -0.36% | +6.51% | |
| 11 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 2.14% | -0.03% | -1.60% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.33% | +0.01% | -15.58% | |
| 13 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.02% | -0.41% | +16.03% | |
| 14 | XLE | Ss Energy Select Sector | ETF-其他 | 0.97% | -0.50% | -2.70% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.93% | -0.04% | -1.29% | |
| 16 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.70% | +0.45% | +11.81% | |
| 17 | COPX | Global X Copper Miners ETF | ETF-其他 | 0.68% | +0.35% | +35.57% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.65% | -0.02% | -4.15% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.55% | +0.08% | -2.18% | |
| 20 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.50% | +0.02% | -4.52% | |
| 21 | YEAR | AB Ultra Short Income ETF | ETF-其他 | 0.49% | — | +7.65% | |
| 22 | JSCP | Jpmorgan Short Duration Core | ETF-其他 | 0.48% | — | -14.35% | |
| 23 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.45% | -0.15% | -2.26% | |
| 24 | EPI | Wisdomtree India Earnings | ETF-其他 | 0.43% | — | -0.01% | |
| 25 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 0.40% | +0.02% | +5.38% | |
| 26 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.39% | — | +11.15% | |
| 27 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 0.36% | +0.03% | +11.32% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.33% | -0.01% | -0.06% | |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.33% | +0.01% | +13.35% | |
| 30 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 0.29% | — | +19.94% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.26% | — | -0.51% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.21% | — | +3179.22% | |
| 33 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.18% | +0.12% | +72.99% | |
| 34 | DVYE | Ishares Emerging Markets Div | ETF-新兴市场 | 0.18% | -0.01% | +42.65% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.16% | +0.01% | +2.83% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.16% | — | -13.74% | |
| 37 | SMOT | Vaneck Morningstar Smid Moat | ETF-其他 | 0.15% | — | +7.33% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.14% | +0.02% | -5.78% | |
| 39 | AEE | Ameren Corporation | 股票-公用事业 | 0.13% | — | — | |
| 40 | ADP | Automatic Data Processing | 股票-科技 | 0.13% | — | — | |
| 41 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.13% | — | -4.48% | |
| 42 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.12% | +0.01% | — | |
| 43 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.11% | +0.01% | — | |
| 44 | PPL | Ppl CORP | 股票-公用事业 | 0.10% | — | — | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.10% | +0.02% | +12.62% | |
| 46 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.10% | — | -4.32% | |
| 47 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.08% | — | +7.02% | |
| 48 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.08% | — | +0.11% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.08% | — | — | |
| 50 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.08% | — | — |