CIK: 0001694435
申报总市值
US$19.8亿
仅显示前 200 大持股（共 499 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 | 3.67% | — | -1.86% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.29% | — | -1.88% | |
| 3 | VKI | Invesco Adv Muni INC Tr Ii | 股票-其他 | 2.24% | — | — | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.96% | — | +1.68% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 1.92% | +0.40% | +2.69% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.58% | — | -5.93% | |
| 7 | FTCS | First Trust Capital Strength | ETF-其他 | 1.56% | — | +9.28% | |
| 8 | ARKK | Ark Innovation ETF | ETF-其他 | 1.40% | — | +1.04% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.29% | +0.22% | +6.97% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.14% | +0.26% | +2.31% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.09% | -0.33% | +5.45% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.04% | — | -2.43% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.89% | — | -0.41% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.88% | — | +3.11% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.87% | — | -10.70% | |
| 16 | DHR | Danaher CORP | 股票-医疗保健 | 0.83% | — | -8.16% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.82% | — | -1.24% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.80% | — | +16.25% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.79% | +0.24% | +8.33% | |
| 20 | TSLA | Tesla INC | 股票-周期性消费 | 0.78% | — | +3.54% | |
| 21 | PNQI | Invesco Nasdaq Internet ETF | ETF-科技型 | 0.74% | — | -4.85% | |
| 22 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.73% | — | -5.76% | |
| 23 | ACN | Accenture plc | 股票-科技 | 0.69% | — | -5.74% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | — | +2.57% | |
| 25 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.65% | — | +18.61% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.65% | — | -3.00% | |
| 27 | BND | Vanguard Total Bond Market | ETF-其他 | 0.63% | +0.20% | +7.15% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | -0.32% | EXIT | |
| 29 | WFC | Wells Fargo & Co | 股票-金融 | 0.59% | — | +315.89% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.58% | — | +0.78% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.57% | — | +5.84% | |
| 32 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.57% | — | -6.14% | |
| 33 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.55% | — | +5.38% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.53% | -0.20% | +0.18% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.52% | — | +2.40% | |
| 36 | HON | Honeywell International INC | 股票-工业 | 0.51% | -0.17% | EXIT | |
| 37 | ARKG | Ark Genomic Revolution ETF | ETF-其他 | 0.50% | — | +7.02% | |
| 38 | ROP | Roper Technologies INC | 股票-科技 | 0.49% | — | -6.98% | |
| 39 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.49% | -0.62% | -9.92% | |
| 40 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.48% | — | +0.85% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.48% | — | -23.79% | |
| 42 | AKX | Ansys INC | 股票-其他 | 0.46% | — | -5.23% | |
| 43 | WM | Waste Management INC | 股票-工业 | 0.46% | — | -0.31% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.45% | +0.25% | +319.30% | |
| 45 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.44% | — | -0.09% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.44% | — | -0.34% | |
| 47 | IHS | Ihs Markit LTD | 股票-其他 | 0.43% | — | +0.06% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.42% | — | +17.71% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.41% | — | -3.72% | |
| 50 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.40% | — | +0.13% |