CIK: 0001729428
申报总市值
US$4.0亿
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 5.30% | — | -2.30% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.25% | — | +37.53% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.27% | — | -10.37% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | -0.90% | +0.11% | |
| 5 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 2.29% | — | +28.97% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.28% | — | — | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.10% | — | — | |
| 8 | SNPS | Synopsys INC | 股票-科技 | 1.88% | — | -2.69% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.81% | — | — | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.68% | — | -2.04% | |
| 11 | PIE | Invesco Dorsey Wright Emergi | ETF-其他 | 1.63% | — | -1.21% | |
| 12 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 1.62% | — | +9.29% | |
| 13 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.56% | — | -1.46% | |
| 14 | CAT | Caterpillar INC | 股票-工业 | 1.50% | +0.40% | +1.08% | |
| 15 | PWR | Quanta Services INC | 股票-工业 | 1.48% | — | -1.46% | |
| 16 | UPS | United Parcel Service-cl B | 股票-工业 | 1.43% | — | -0.08% | |
| 17 | ETN | Eaton Corporation plc | 股票-工业 | 1.38% | — | -1.97% | |
| 18 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.37% | — | +3.41% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.37% | — | +1.32% | |
| 20 | PAYX | Paychex INC | 股票-科技 | 1.34% | — | +2.35% | |
| 21 | WM | Waste Management INC | 股票-工业 | 1.29% | — | +0.33% | |
| 22 | TGT | Target CORP | 股票-周期性消费 | 1.29% | — | -1.78% | |
| 23 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.26% | — | +4.75% | |
| 24 | SCI | Service CORP International | 股票-周期性消费 | 1.25% | — | +1.58% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.25% | — | +3.97% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 1.24% | — | +2.19% | |
| 27 | BLD | Topbuild CORP | 股票-工业 | 1.23% | -0.78% | EXIT | |
| 28 | AAPL | Apple INC | 股票-科技 | 1.22% | — | -0.41% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.21% | — | +3.80% | |
| 30 | WMT | Walmart INC | 股票-非周期性消费 | 1.20% | — | +1.22% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.19% | — | +5.89% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.18% | — | +9.70% | |
| 33 | EA | Electronic Arts INC | 股票-通信服务 | 1.17% | — | +3.64% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.17% | — | +9.64% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.17% | — | +9.96% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.17% | — | +10.47% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.17% | — | +9.66% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.15% | — | -60.58% | |
| 39 | NDAQ | Nasdaq INC | 股票-金融 | 1.15% | — | +2.81% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.15% | — | +2.77% | |
| 41 | PIZ | Invesco Dorsey Wright Develo | ETF-其他 | 1.14% | — | -1.49% | |
| 42 | NUE | Nucor CORP | 股票-原材料 | 1.13% | — | +1.97% | |
| 43 | TROW | T Rowe Price Group INC | 股票-金融 | 1.13% | — | +6.43% | |
| 44 | DG | Dollar General CORP | 股票-非周期性消费 | 1.11% | — | +1.78% | |
| 45 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.11% | — | +2.24% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.09% | — | +8.20% | |
| 47 | JKHY | Jack Henry & Associates INC | 股票-科技 | 1.09% | — | +4.24% | |
| 48 | PFE | Pfizer INC | 股票-医疗保健 | 1.09% | — | +2.81% | |
| 49 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.07% | — | -2.28% | |
| 50 | INTC | Intel CORP | 股票-科技 | 1.05% | — | -0.24% |