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 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 12.16% | -0.45% | +1.68% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 11.68% | -0.17% | +4.43% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 11.57% | -0.22% | -0.52% | |
| 4 | FDN | First Trust Dj Internet Ind | ETF-其他 | 6.58% | +0.02% | -1.82% | |
| 5 | FXL | First Trust Technology Alpha | ETF-科技型 | 6.47% | — | +0.28% | |
| 6 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 6.43% | -5.33% | EXIT | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 5.78% | — | +4.60% | |
| 8 | FXU | First Trust Utilities Alphad | ETF-其他 | 5.37% | -0.70% | — | |
| 9 | FBT | First Trust Nyse Arca Biotec | ETF-其他 | 5.13% | — | +6.63% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.69% | +0.26% | +0.83% | |
| 11 | AAPL | Apple INC | 股票-科技 | 3.58% | -0.25% | -0.86% | |
| 12 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 3.13% | — | +7.56% | |
| 13 | WTMF | Wisdomtree Mgd Futures Strat | ETF-其他 | 3.11% | -0.14% | +2.86% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.20% | -0.05% | -0.85% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.16% | — | -0.33% | |
| 16 | BND | Vanguard Total Bond Market | ETF-其他 | 1.08% | — | +54.24% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | +0.20% | -4.64% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.94% | — | +8.20% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 0.85% | -0.95% | -20.49% | |
| 20 | HD | Home Depot INC | 股票-周期性消费 | 0.78% | — | -3.58% | |
| 21 | CELG | Celgene CORP | 股票-其他 | 0.65% | — | — | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.64% | +0.19% | -0.71% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.52% | — | -11.59% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.44% | — | -3.07% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.36% | — | +63.88% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.36% | — | +1.83% | |
| 27 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.33% | — | -11.12% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | — | — | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.33% | — | +16.98% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.31% | — | +21.58% | |
| 31 | AFINUSD | Necessity Retail Reit Inc/th | 股票-其他 | 0.30% | — | -4.64% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.23% | +0.60% | NEW | |
| 33 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.21% | — | +0.46% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.20% | — | +0.03% | |
| 35 | AEP | American Electric Power | 股票-公用事业 | 0.20% | — | — | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.19% | +1.36% | -22.91% | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.18% | — | +8.58% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.18% | — | — | |
| 39 | BA | Boeing Co/the | 股票-工业 | 0.16% | — | +0.55% | |
| 40 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.16% | — | +0.35% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.16% | — | +0.06% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.15% | — | — | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.15% | — | -42.10% | |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.15% | — | — | |
| 45 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.14% | — | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.14% | — | — | |
| 47 | FISV | Fiserv INC | 股票-其他 | 0.14% | — | — | |
| 48 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.14% | -0.04% | +8.29% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.14% | — | — | |
| 50 | AMGN | Amgen INC | 股票-医疗保健 | 0.14% | — | +14.62% |