CIK: 0001694435
申报总市值
US$19.8亿
仅显示前 200 大持股（共 292 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 | 3.63% | — | +6.88% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.68% | +0.26% | -5.41% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.11% | — | -3.99% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.98% | — | -3.22% | |
| 5 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.81% | -0.62% | +17.07% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.79% | +0.61% | -4.29% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.47% | — | +4.14% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.40% | — | +4.06% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.34% | — | -4.19% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.33% | — | +1.38% | |
| 11 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.27% | — | +0.32% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.25% | — | +4.41% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.23% | +0.40% | -4.86% | |
| 14 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.18% | — | +7.92% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.16% | — | +8.75% | |
| 16 | BR | Broadridge Financial Solutio | 股票-科技 | 1.13% | — | -3.37% | |
| 17 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.12% | — | +16.61% | |
| 18 | PNQI | Invesco Nasdaq Internet ETF | ETF-科技型 | 1.09% | — | -4.87% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.07% | — | -13.65% | |
| 20 | DHR | Danaher CORP | 股票-医疗保健 | 1.06% | — | -5.98% | |
| 21 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 1.06% | — | +0.71% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.06% | — | +6.39% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | -0.32% | EXIT | |
| 24 | ACN | Accenture plc | 股票-科技 | 0.98% | — | -2.80% | |
| 25 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 0.98% | — | -3.03% | |
| 26 | ROP | Roper Technologies INC | 股票-科技 | 0.97% | — | -4.19% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.95% | — | -21.92% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.82% | -0.33% | +9.20% | |
| 29 | AKX | Ansys INC | 股票-其他 | 0.82% | — | -4.67% | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.75% | — | -5.71% | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.74% | — | +5.87% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.73% | — | -6.66% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | — | -8.92% | |
| 34 | PSCH | Invesco S&p Smallcap Health | ETF-其他 | 0.72% | — | — | |
| 35 | HON | Honeywell International INC | 股票-工业 | 0.70% | -0.17% | EXIT | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.69% | — | -3.27% | |
| 37 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.65% | — | -2.63% | |
| 38 | GAIN | Gladstone Investment CORP | 股票-其他 | 0.63% | — | -18.45% | |
| 39 | PFLT | Pennantpark Floating Rate Ca | 股票-其他 | 0.59% | — | -1.51% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.58% | -0.24% | -3.49% | |
| 41 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.56% | — | -4.39% | |
| 42 | FISV | Fiserv INC | 股票-其他 | 0.55% | — | -2.21% | |
| 43 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.54% | — | -3.02% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.54% | — | +1.45% | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.54% | — | -16.36% | |
| 46 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.52% | — | -4.25% | |
| 47 | HRSEUR | L3harris Technologies INC | 股票-其他 | 0.52% | — | -4.44% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | — | -6.04% | |
| 49 | XLF | Ss Financial Select Sector | ETF-其他 | 0.52% | — | -5.76% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.51% | — | -1.43% |