CIK: 0001694435
申报总市值
US$19.8亿
仅显示前 200 大持股（共 355 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 | AAPL | Apple INC | 股票-科技 | 2.96% | — | +312.67% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.35% | +0.61% | -7.97% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.34% | — | -11.17% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.23% | — | -1.94% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 2.21% | +0.40% | +13.88% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.06% | — | +5.15% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.84% | — | +4.17% | |
| 8 | ARKK | Ark Innovation ETF | ETF-其他 | 1.82% | — | +17.49% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.45% | — | +47.35% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.43% | +0.26% | -16.13% | |
| 11 | FTCS | First Trust Capital Strength | ETF-其他 | 1.38% | — | +41.58% | |
| 12 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.34% | -0.62% | -7.69% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.15% | — | +19.73% | |
| 14 | DHR | Danaher CORP | 股票-医疗保健 | 1.13% | — | -7.33% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.10% | — | -2.52% | |
| 16 | PNQI | Invesco Nasdaq Internet ETF | ETF-科技型 | 1.08% | — | +0.20% | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.03% | — | -16.54% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.98% | — | +12.38% | |
| 19 | BND | Vanguard Total Bond Market | ETF-其他 | 0.96% | +0.20% | +104.64% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.92% | +0.24% | +29.19% | |
| 21 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.89% | — | -14.93% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.86% | +0.22% | +49.37% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | -0.32% | EXIT | |
| 24 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.84% | — | +4.22% | |
| 25 | ACN | Accenture plc | 股票-科技 | 0.83% | — | -4.68% | |
| 26 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.82% | — | +8.48% | |
| 27 | AKX | Ansys INC | 股票-其他 | 0.80% | — | -5.85% | |
| 28 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.79% | -0.74% | +39.12% | |
| 29 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.79% | — | -3.24% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.78% | -0.33% | +4.43% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.76% | — | +103.18% | |
| 32 | ROP | Roper Technologies INC | 股票-科技 | 0.75% | — | -5.02% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.70% | — | -1.84% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.69% | — | +5.59% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.66% | — | +3.11% | |
| 36 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.66% | — | +10.67% | |
| 37 | HON | Honeywell International INC | 股票-工业 | 0.64% | -0.17% | EXIT | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.62% | — | +1.18% | |
| 39 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.61% | — | +1.47% | |
| 40 | MBB | Ishares Mbs ETF | ETF-其他 | 0.61% | — | +29.55% | |
| 41 | FBT | First Trust Nyse Arca Biotec | ETF-其他 | 0.58% | — | +20.24% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.57% | -0.24% | +22.83% | |
| 43 | BR | Broadridge Financial Solutio | 股票-科技 | 0.54% | — | -1.90% | |
| 44 | IHS | Ihs Markit LTD | 股票-其他 | 0.54% | — | +0.85% | |
| 45 | AMGN | Amgen INC | 股票-医疗保健 | 0.54% | — | -1.71% | |
| 46 | VRSK | Verisk Analytics INC | 股票-工业 | 0.54% | — | +1.21% | |
| 47 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.52% | — | +10.51% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.51% | — | +46.16% | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.50% | — | -0.58% | |
| 50 | SYK | Stryker CORP | 股票-医疗保健 | 0.50% | — | -2.64% |