CIK: 0001694435
申报总市值
US$19.8亿
仅显示前 200 大持股（共 297 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 | 3.68% | — | +4.82% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.45% | +0.26% | +3.32% | |
| 3 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 2.39% | -0.62% | +2.92% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.17% | — | +0.83% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.13% | — | +2.16% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.99% | — | +1.42% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.67% | +0.61% | -1.36% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.48% | — | +1.63% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.46% | — | +8.55% | |
| 10 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.42% | — | +8.85% | |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.39% | — | +7.77% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 1.38% | +0.40% | +3.26% | |
| 13 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.14% | — | +14.54% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.12% | — | +3.26% | |
| 15 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.09% | — | +1.60% | |
| 16 | DHR | Danaher CORP | 股票-医疗保健 | 1.06% | — | +0.26% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.05% | — | +2.15% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.01% | — | +0.93% | |
| 19 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 1.01% | — | +6.65% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.99% | -0.32% | EXIT | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.99% | -0.33% | +8.25% | |
| 22 | ACN | Accenture plc | 股票-科技 | 0.97% | — | +1.28% | |
| 23 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 0.95% | — | -0.90% | |
| 24 | PNQI | Invesco Nasdaq Internet ETF | ETF-科技型 | 0.94% | — | +0.67% | |
| 25 | AKX | Ansys INC | 股票-其他 | 0.87% | — | -1.90% | |
| 26 | ROP | Roper Technologies INC | 股票-科技 | 0.85% | — | +5.61% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.83% | — | +0.51% | |
| 28 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 股票-其他 | 0.81% | — | +0.02% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | — | +1.19% | |
| 30 | BR | Broadridge Financial Solutio | 股票-科技 | 0.76% | — | -2.14% | |
| 31 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-其他 | 0.74% | — | — | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.70% | — | +3.22% | |
| 33 | FPX | First Trust US Equity Opport | ETF-其他 | 0.69% | — | +382.82% | |
| 34 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.68% | +0.24% | +19.30% | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.67% | — | +5.13% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | — | +12.71% | |
| 37 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.64% | — | +1.19% | |
| 38 | HON | Honeywell International INC | 股票-工业 | 0.62% | -0.17% | EXIT | |
| 39 | FISV | Fiserv INC | 股票-其他 | 0.62% | — | +0.47% | |
| 40 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.61% | — | +23.92% | |
| 41 | MSI | Motorola Solutions INC | 股票-科技 | 0.61% | — | +10.70% | |
| 42 | AMGN | Amgen INC | 股票-医疗保健 | 0.60% | — | -1.36% | |
| 43 | LHX | L3harris Technologies INC | 股票-工业 | 0.59% | — | +1.83% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.59% | — | +67.91% | |
| 45 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.58% | — | +5.94% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.58% | — | -0.81% | |
| 47 | VRSK | Verisk Analytics INC | 股票-工业 | 0.57% | — | +111.00% | |
| 48 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.57% | — | +48.82% | |
| 49 | SYK | Stryker CORP | 股票-医疗保健 | 0.56% | — | +11.42% | |
| 50 | GAIN | Gladstone Investment CORP | 股票-其他 | 0.56% | — | +3.63% |