CIK: 0001742569
申报总市值
US$4.7亿
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 12.87% | -0.22% | +4.42% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 12.50% | -0.45% | +3.94% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 12.43% | -0.17% | +2.84% | |
| 4 | FDN | First Trust Dj Internet Ind | ETF-其他 | 7.21% | +0.02% | -1.36% | |
| 5 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 6.97% | -5.33% | EXIT | |
| 6 | FXR | First Trust Indst/producers | ETF-其他 | 6.62% | -0.36% | +4.45% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 6.61% | — | +4.51% | |
| 8 | FTXO | First Trust Nasdaq Bank ETF | ETF-科技型 | 6.39% | — | +9.04% | |
| 9 | FXU | First Trust Utilities Alphad | ETF-其他 | 6.07% | -0.70% | +5.26% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.58% | +0.26% | +1.75% | |
| 11 | AAPL | Apple INC | 股票-科技 | 4.16% | -0.25% | +0.60% | |
| 12 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 3.22% | — | +6.83% | |
| 13 | CELG | Celgene CORP | 股票-其他 | 1.48% | — | -3.40% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.28% | +0.20% | -2.24% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.15% | — | +1.17% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.13% | -0.95% | -0.36% | |
| 17 | HD | Home Depot INC | 股票-周期性消费 | 0.91% | — | -0.32% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.57% | — | -14.72% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | -13.36% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | — | +6.34% | |
| 21 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.30% | — | -1.03% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.27% | — | +0.45% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.24% | — | +0.26% | |
| 24 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.22% | — | -4.66% | |
| 25 | TSLA | Tesla INC | 股票-周期性消费 | 0.22% | — | -10.39% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.20% | +0.19% | +5.84% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.20% | — | -5.78% | |
| 28 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.19% | — | +6.58% | |
| 29 | BKNG | Booking Hldgs INC | 股票-周期性消费 | 0.19% | — | — | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.17% | — | -8.89% | |
| 31 | ✓ | Powershares ETF Trust | ETF-其他 | 0.17% | — | — | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.17% | — | -0.35% | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.16% | — | — | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.16% | — | — | |
| 35 | ✓ | Alaunos Therapeutics INC | 股票-其他 | 0.05% | — | — | |
| 36 | NOG1EUR | Northern Oil And Gas INC | 股票-其他 | 0.01% | — | — |