CIK: 0001765690
申报总市值
US$12.9亿
仅显示前 200 大持股（共 379 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 | AAPL | Apple INC | 股票-科技 | 3.77% | -0.19% | +8.27% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 3.20% | -0.22% | +46.78% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.70% | -0.09% | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.54% | -0.47% | +37.61% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.22% | — | -1.55% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.97% | — | +4.46% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.85% | +0.14% | -1.52% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.67% | — | -4.87% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.55% | — | +51.17% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.54% | — | -4.41% | |
| 11 | XSVM | Invesco S&p Smallcap Value W | ETF-其他 | 1.49% | — | +0.57% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.42% | +0.12% | +63.46% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.34% | -0.33% | +143.01% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.16% | — | -0.16% | |
| 15 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 1.15% | — | +20.15% | |
| 16 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 1.13% | -0.17% | +6.54% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.05% | — | -0.19% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.04% | — | +342.38% | |
| 19 | JPLD | Jpmorgan LTD Duration ETF | ETF-其他 | 1.02% | — | -4.75% | |
| 20 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.91% | +0.07% | -3.16% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.89% | — | +19.62% | |
| 22 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股与成长 | 0.88% | +0.07% | +4.75% | |
| 23 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.87% | — | +127.76% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.86% | — | +164.74% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.80% | — | — | |
| 26 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.77% | — | +3.36% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.77% | — | — | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.74% | — | +922.14% | |
| 29 | EPI | Wisdomtree India Earnings | ETF-其他 | 0.73% | — | — | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.68% | — | -2.23% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.67% | — | +90.34% | |
| 32 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.66% | — | — | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.66% | — | -1.71% | |
| 34 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.66% | -0.29% | EXIT | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.65% | — | +51.03% | |
| 36 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.64% | — | -15.84% | |
| 37 | IIPR | Innovative Industrial Proper | 股票-房地产 | 0.61% | — | — | |
| 38 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.57% | — | +15.57% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.55% | — | +387.29% | |
| 40 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.54% | — | +25.84% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.54% | — | +388.66% | |
| 42 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.52% | — | +46.38% | |
| 43 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.52% | +0.16% | +6.48% | |
| 44 | ILF | Ishares Latin America 40 ETF | ETF-其他 | 0.51% | — | — | |
| 45 | ADBE | Adobe INC | 股票-科技 | 0.51% | — | +659.35% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.09% | +108.49% | |
| 47 | DUK | Duke Energy CORP | 股票-公用事业 | 0.49% | — | +483.58% | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.49% | — | -8.82% | |
| 49 | MO | Altria Group INC | 股票-非周期性消费 | 0.49% | — | +446.87% | |
| 50 | CCI | Crown Castle INC | 股票-房地产 | 0.48% | — | — |