CIK: 0001742569
申报总市值
US$4.7亿
仅显示前 200 大持股（共 441 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 | 12.72% | +0.36% | +3.25% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 10.95% | -0.45% | +2.12% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 8.22% | -0.69% | +2.21% | |
| 4 | FTXN | First Trust Nasdaq Oil & Gas | ETF-科技型 | 6.24% | — | +5.02% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.05% | -0.22% | -0.72% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.95% | +0.26% | +5.61% | |
| 7 | FXN | First Trust Energy Alphadex | ETF-其他 | 5.53% | — | +6.54% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.48% | -0.17% | -2.33% | |
| 9 | FTXG | First Trust Nasdaq Food & Be | ETF-科技型 | 5.05% | — | +10.37% | |
| 10 | FXR | First Trust Indst/producers | ETF-其他 | 4.81% | -0.36% | +10.25% | |
| 11 | AAPL | Apple INC | 股票-科技 | 4.77% | -0.25% | +0.34% | |
| 12 | FXZ | First Trust Materials Alphad | ETF-其他 | 4.65% | — | +13.25% | |
| 13 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 3.21% | — | +1.69% | |
| 14 | WTMF | Wisdomtree Mgd Futures Strat | ETF-其他 | 1.65% | -0.14% | +0.98% | |
| 15 | PECO | Phillips Edison & Company In | 股票-房地产 | 1.02% | -0.13% | -3.61% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | +0.20% | +1.37% | |
| 17 | HD | Home Depot INC | 股票-周期性消费 | 0.60% | — | +0.43% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.40% | +0.19% | +2.86% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | — | -2.63% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.36% | — | +0.05% | |
| 21 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.32% | -0.04% | +73.15% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.28% | -0.05% | -3.55% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.28% | — | +24.98% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.27% | — | -1.63% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.27% | — | +0.30% | |
| 26 | XCEM | Columbia Em Core Ex-china | ETF-新兴市场 | 0.26% | +0.06% | -8.97% | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.26% | -0.95% | -1.60% | |
| 28 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.25% | — | +4.74% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.25% | — | -31.92% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.23% | — | -0.15% | |
| 31 | COP | Conocophillips | 股票-能源 | 0.21% | — | -21.49% | |
| 32 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.21% | — | +0.13% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.20% | — | -8.65% | |
| 34 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.20% | -5.33% | EXIT | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.19% | +1.36% | +3.90% | |
| 36 | FXD | First Trust Consumer Discret | ETF-其他 | 0.18% | — | -20.73% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.17% | +0.60% | NEW | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.16% | — | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.16% | — | +0.06% | |
| 40 | IHDG | Wisdomtree International Hed | ETF-其他 | 0.15% | -0.14% | — | |
| 41 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.15% | +0.02% | — | |
| 42 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.14% | — | -3.51% | |
| 43 | MMM | 3m Co | 股票-工业 | 0.14% | — | -7.92% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.14% | — | — | |
| 45 | KR | Kroger Co | 股票-非周期性消费 | 0.14% | — | +0.22% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.13% | — | +73.97% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.11% | — | — | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.11% | — | -26.00% | |
| 49 | PYPL | Paypal Holdings INC | 股票-金融 | 0.10% | — | +5.31% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.10% | — | +0.12% |