CIK: 0001767151
申报总市值
US$4.1亿
| # | 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 | VTV | Vanguard Value ETF | ETF-其他 | 4.28% | +0.56% | +432.16% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 4.28% | — | -17.96% | |
| 3 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 4.19% | — | — | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.68% | — | -27.14% | |
| 5 | IYE | Ishares U.s. Energy ETF | ETF-其他 | 3.57% | — | -31.84% | |
| 6 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 3.12% | — | +17.15% | |
| 7 | UMAY | Innovator U.s. Equity Ultra | ETF-其他 | 2.80% | — | -2.47% | |
| 8 | STC | Stewart Information Services | 股票-其他 | 2.73% | — | -3.46% | |
| 9 | PSEP | Innovator U.s. Equity Power | ETF-其他 | 2.63% | — | -5.68% | |
| 10 | IXG | Ishares Global Financials Et | ETF-其他 | 2.44% | -1.19% | EXIT | |
| 11 | IXN | Ishares Global Tech ETF | ETF-科技型 | 2.09% | — | +6.75% | |
| 12 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.79% | — | +35.05% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.73% | — | -11.41% | |
| 14 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-其他 | 1.71% | — | +188.69% | |
| 15 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 1.70% | — | -2.33% | |
| 16 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.39% | — | -3.10% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.38% | — | +118.18% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.32% | — | -0.20% | |
| 19 | HYDB | Ishares High Yield Systemati | ETF-非投资级债 | 1.30% | -0.18% | -29.32% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.21% | — | -3.95% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.20% | +0.33% | -3.79% | |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.17% | — | -4.07% | |
| 23 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 1.14% | -0.22% | -1.12% | |
| 24 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.03% | — | -3.77% | |
| 25 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.01% | — | -2.29% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.90% | — | -37.30% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.90% | — | +0.40% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.89% | -0.22% | +21.54% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.83% | — | +0.29% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.82% | -0.31% | -15.90% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.79% | -0.22% | +0.03% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.79% | +0.24% | -0.09% | |
| 33 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 0.75% | — | -2.17% | |
| 34 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.70% | — | -7.07% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.70% | +0.40% | NEW | |
| 36 | BSEP | Innovator U.s. Equity Buffer | ETF-其他 | 0.69% | -0.79% | +7.22% | |
| 37 | USTB | Victoryshares Short-term Bon | ETF-其他 | 0.61% | — | -4.20% | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.60% | — | -2.32% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.59% | -0.67% | -60.95% | |
| 40 | HD | Home Depot INC | 股票-周期性消费 | 0.59% | — | -0.19% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.59% | — | -2.42% | |
| 42 | PMAY | Innovator U.s. Equity Power | ETF-其他 | 0.55% | — | -1.88% | |
| 43 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 0.55% | — | — | |
| 44 | PECO | Phillips Edison & Company In | 股票-房地产 | 0.53% | — | +0.68% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.52% | — | +1900.66% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.51% | — | -2.42% | |
| 47 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.50% | — | -1.26% | |
| 48 | ETV | Eaton Vance T/m Buy-writ Opp | 股票-其他 | 0.49% | — | +0.62% | |
| 49 | DREUSD | Duke Realty CORP | 股票-其他 | 0.48% | — | -0.78% | |
| 50 | AMT | American Tower CORP | 股票-房地产 | 0.46% | +0.16% | NEW |