CIK: 0001742569
申报总市值
US$4.7亿
仅显示前 200 大持股（共 545 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 12.08% | +0.36% | +1.36% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 9.37% | -0.45% | +0.55% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 7.57% | -0.69% | +1.80% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.75% | -0.22% | -1.86% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 6.49% | -0.17% | +2.90% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.83% | +0.26% | -0.16% | |
| 7 | AAPL | Apple INC | 股票-科技 | 5.36% | -0.25% | -4.33% | |
| 8 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 4.91% | -5.33% | EXIT | |
| 9 | FXL | First Trust Technology Alpha | ETF-科技型 | 4.77% | — | +1.24% | |
| 10 | FTXR | First Trust Nasdaq Transport | ETF-科技型 | 4.54% | — | +2.00% | |
| 11 | FXD | First Trust Consumer Discret | ETF-其他 | 4.53% | — | +2.05% | |
| 12 | FXR | First Trust Indst/producers | ETF-其他 | 4.49% | -0.36% | +1.73% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 3.74% | — | +5.61% | |
| 14 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 3.63% | — | +2.77% | |
| 15 | WTMF | Wisdomtree Mgd Futures Strat | ETF-其他 | 1.25% | -0.14% | +18.11% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | +0.20% | +0.29% | |
| 17 | HD | Home Depot INC | 股票-周期性消费 | 0.73% | — | -1.25% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.52% | +0.19% | +1.89% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.52% | — | +1.69% | |
| 20 | BND | Vanguard Total Bond Market | ETF-其他 | 0.38% | — | +0.77% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.37% | — | -3.89% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.36% | -0.05% | +1.40% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.32% | — | -7.07% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.31% | — | -5.23% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.30% | — | — | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.26% | — | +1.36% | |
| 27 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.26% | — | +3.99% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.26% | — | +2.08% | |
| 29 | VTV | Vanguard Value ETF | ETF-其他 | 0.25% | -0.95% | -14.82% | |
| 30 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.24% | +0.02% | -47.84% | |
| 31 | MMM | 3m Co | 股票-工业 | 0.24% | — | -1.82% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.23% | +0.60% | NEW | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.22% | — | +1.15% | |
| 34 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.21% | — | +1.47% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.18% | +1.36% | +0.29% | |
| 36 | CEQPUSD | Crestwood Equity Partners LP | 股票-其他 | 0.18% | — | — | |
| 37 | KR | Kroger Co | 股票-非周期性消费 | 0.15% | — | +0.18% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.15% | — | -0.50% | |
| 39 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.15% | — | -7.37% | |
| 40 | COP | Conocophillips | 股票-能源 | 0.14% | — | +0.10% | |
| 41 | PYPL | Paypal Holdings INC | 股票-金融 | 0.14% | — | +52.70% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.14% | — | +0.07% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.13% | — | +3.71% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.12% | — | — | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.11% | — | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.11% | — | -15.85% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.11% | — | +27.00% | |
| 48 | BX | Blackstone INC | 股票-金融 | 0.10% | — | -6.86% | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.10% | — | -12.90% | |
| 50 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.10% | — | -0.83% |