CIK: 0001694435
申报总市值
US$19.8亿
仅显示前 200 大持股（共 449 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 | MSFT | Microsoft CORP | 股票-科技 | 3.57% | — | +128.66% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.26% | — | +54.69% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.10% | +0.61% | +36.10% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.04% | — | +28.33% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 1.87% | +0.40% | +5.54% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.82% | — | +7.57% | |
| 7 | ARKK | Ark Innovation ETF | ETF-其他 | 1.65% | — | +3.33% | |
| 8 | FTCS | First Trust Capital Strength | ETF-其他 | 1.38% | — | +13.96% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.31% | — | -10.79% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.16% | — | +1.51% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.14% | +0.26% | -2.01% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.13% | +0.22% | +19.53% | |
| 13 | VZ | Verizon Communications INC | 股票-通信服务 | 1.07% | — | +159.73% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.98% | -0.33% | +19.77% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.96% | — | +92.58% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.92% | — | +81.21% | |
| 17 | TSLA | Tesla INC | 股票-周期性消费 | 0.85% | — | -36.33% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.81% | — | +2.24% | |
| 19 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.80% | — | +20.43% | |
| 20 | PNQI | Invesco Nasdaq Internet ETF | ETF-科技型 | 0.80% | — | +2.91% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.80% | — | +76.19% | |
| 22 | DHR | Danaher CORP | 股票-医疗保健 | 0.76% | — | +0.48% | |
| 23 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.73% | +0.24% | +10.88% | |
| 24 | ACN | Accenture plc | 股票-科技 | 0.71% | — | +3.56% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | — | +70.55% | |
| 26 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.69% | -0.62% | -20.59% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.67% | -0.32% | EXIT | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.66% | — | +13.43% | |
| 29 | BND | Vanguard Total Bond Market | ETF-其他 | 0.66% | +0.20% | +18.27% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.65% | — | -14.52% | |
| 31 | HON | Honeywell International INC | 股票-工业 | 0.63% | -0.17% | EXIT | |
| 32 | CLX | Clorox Company | 股票-非周期性消费 | 0.62% | — | +167.98% | |
| 33 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.61% | — | -0.21% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.59% | — | +0.49% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.58% | -0.20% | +471.80% | |
| 36 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.57% | — | -10.19% | |
| 37 | ROP | Roper Technologies INC | 股票-科技 | 0.56% | — | +12.35% | |
| 38 | AKX | Ansys INC | 股票-其他 | 0.55% | — | +0.86% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.53% | — | +48.48% | |
| 40 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.53% | — | +4.67% | |
| 41 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.53% | — | +23.17% | |
| 42 | ARKG | Ark Genomic Revolution ETF | ETF-其他 | 0.51% | — | +46.12% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.51% | — | -7.88% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.48% | — | +9.82% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.47% | — | +1211.69% | |
| 46 | MMM | 3m Co | 股票-工业 | 0.46% | — | +93.07% | |
| 47 | WM | Waste Management INC | 股票-工业 | 0.46% | — | — | |
| 48 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.46% | -0.74% | +12.86% | |
| 49 | MBB | Ishares Mbs ETF | ETF-其他 | 0.45% | — | +13.52% | |
| 50 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.44% | — | +24.80% |