CIK: 0001694435
申报总市值
US$19.8亿
仅显示前 200 大持股（共 288 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.26% | — | +15.05% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.79% | +0.26% | +423.08% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.12% | — | +451.43% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.97% | — | +86.08% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.74% | +0.61% | +219.81% | |
| 6 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.50% | -0.62% | +161.40% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.42% | — | +7.12% | |
| 8 | WFC | Wells Fargo & Co | 股票-金融 | 1.36% | — | — | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.33% | — | -0.89% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.24% | — | -1.97% | |
| 11 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.23% | — | +58.36% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.22% | — | +683.95% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.22% | +0.40% | +108.55% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.20% | — | +171.88% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.16% | — | +19.48% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | — | +1450.66% | |
| 17 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.09% | — | +95.95% | |
| 18 | PNQI | Invesco Nasdaq Internet ETF | ETF-科技型 | 1.07% | — | — | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.07% | — | +16.82% | |
| 20 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 1.05% | — | +320.98% | |
| 21 | BR | Broadridge Financial Solutio | 股票-科技 | 1.01% | — | — | |
| 22 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 1.01% | — | — | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.00% | — | +15.62% | |
| 24 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.98% | — | +68.45% | |
| 25 | DHR | Danaher CORP | 股票-医疗保健 | 0.98% | — | — | |
| 26 | ✓ | Invesco Exchng Traded Fund Tr | 股票-其他 | 0.94% | — | — | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.93% | -0.32% | EXIT | |
| 28 | ROP | Roper Technologies INC | 股票-科技 | 0.89% | — | — | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.89% | — | — | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.81% | — | -12.16% | |
| 31 | AKX | Ansys INC | 股票-其他 | 0.79% | — | — | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.78% | — | +732.13% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.76% | — | -10.33% | |
| 34 | GAIN | Gladstone Investment CORP | 股票-其他 | 0.76% | — | — | |
| 35 | HEPUSD | Holly Energy Partners LP | 股票-其他 | 0.74% | — | — | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.73% | -0.33% | +30.21% | |
| 37 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.71% | — | +9.52% | |
| 38 | HON | Honeywell International INC | 股票-工业 | 0.65% | -0.17% | EXIT | |
| 39 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.63% | — | — | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | — | — | |
| 41 | PFLT | Pennantpark Floating Rate Ca | 股票-其他 | 0.61% | — | — | |
| 42 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.57% | — | +18.44% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.57% | -0.24% | — | |
| 44 | FISV | Fiserv INC | 股票-其他 | 0.56% | — | — | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.56% | — | +309.74% | |
| 46 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.55% | — | +128.86% | |
| 47 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.55% | — | — | |
| 48 | HRSEUR | L3harris Technologies INC | 股票-其他 | 0.54% | — | — | |
| 49 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.53% | — | +79.20% | |
| 50 | XLF | Ss Financial Select Sector | ETF-其他 | 0.53% | — | +549.00% |