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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 15.50% | +0.36% | -1.62% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 10.86% | -0.45% | -3.93% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 9.36% | -0.22% | -4.23% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 9.22% | -0.17% | -5.65% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 7.79% | — | +2.02% | |
| 6 | AAPL | Apple INC | 股票-科技 | 6.50% | -0.25% | +320.44% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 5.91% | -0.69% | +25.63% | |
| 8 | FXL | First Trust Technology Alpha | ETF-科技型 | 4.58% | — | +2.56% | |
| 9 | FDN | First Trust Dj Internet Ind | ETF-其他 | 4.51% | +0.02% | +2.43% | |
| 10 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 4.44% | -5.33% | EXIT | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 4.40% | — | -4.29% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.37% | +0.26% | +5.73% | |
| 13 | FXD | First Trust Consumer Discret | ETF-其他 | 3.67% | — | — | |
| 14 | FTXR | First Trust Nasdaq Transport | ETF-科技型 | 3.23% | — | — | |
| 15 | WTMF | Wisdomtree Mgd Futures Strat | ETF-其他 | 1.87% | -0.14% | -9.00% | |
| 16 | BND | Vanguard Total Bond Market | ETF-其他 | 0.90% | — | +0.53% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | +0.20% | +0.76% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.56% | -0.05% | -14.82% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.43% | — | -14.68% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.33% | — | -8.06% | |
| 21 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.30% | — | -3.08% | |
| 22 | FSKR | Fs Kkr Capital CORP Ii | 股票-其他 | 0.29% | — | — | |
| 23 | CEQPUSD | Crestwood Equity Partners LP | 股票-其他 | 0.13% | — | — |