CIK: 0001694435
申报总市值
US$19.8亿
仅显示前 200 大持股（共 394 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 | IAU | Ishares Gold Trust | ETF-避险与商品 | 8.19% | — | -2.14% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-其他 | 6.40% | — | — | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 6.22% | — | — | |
| 4 | RTX | Rtx CORP | 股票-工业 | 4.78% | -0.26% | EXIT | |
| 5 | SCHW | Schwab (charles) CORP | 股票-金融 | 4.00% | — | -0.11% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.76% | — | +0.76% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.74% | — | +0.31% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.45% | — | +14.41% | |
| 9 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型股与成长 | 1.08% | — | +30.38% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.99% | — | +2.73% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.97% | — | -1.40% | |
| 12 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.93% | — | +1.83% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | — | +0.59% | |
| 14 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.73% | +0.44% | +61.85% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.72% | — | +10.66% | |
| 16 | DHR | Danaher CORP | 股票-医疗保健 | 0.70% | — | +0.40% | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.70% | +0.24% | -6.30% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.70% | — | +2112.16% | |
| 19 | ACN | Accenture plc | 股票-科技 | 0.69% | — | -0.17% | |
| 20 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.67% | — | +65.20% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.65% | -0.20% | +13.35% | |
| 22 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.65% | — | +2.76% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.60% | — | +1.80% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | — | +6.43% | |
| 25 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.55% | -0.74% | +5.81% | |
| 26 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.54% | — | -1.10% | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 0.53% | — | +5.82% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | -0.32% | EXIT | |
| 29 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.52% | -0.62% | +6.14% | |
| 30 | UNP | Union Pacific CORP | 股票-工业 | 0.52% | — | +26.24% | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.52% | — | +2.10% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.50% | — | +3.14% | |
| 33 | ROP | Roper Technologies INC | 股票-科技 | 0.47% | — | -3.90% | |
| 34 | WM | Waste Management INC | 股票-工业 | 0.47% | — | -3.01% | |
| 35 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.46% | — | -6.84% | |
| 36 | ADI | Analog Devices INC | 股票-科技 | 0.44% | — | +447.07% | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.44% | — | +3.03% | |
| 38 | PEP | Pepsico INC | 股票-非周期性消费 | 0.44% | — | +1.44% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.43% | — | +9.61% | |
| 40 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.41% | — | +8.63% | |
| 41 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.41% | — | -5.89% | |
| 42 | SPGI | S&p Global INC | 股票-金融 | 0.40% | — | -0.53% | |
| 43 | ARKK | Ark Innovation ETF | ETF-其他 | 0.40% | — | -10.77% | |
| 44 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.40% | — | +6.95% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.39% | -0.63% | -1.38% | |
| 46 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 0.39% | — | -0.15% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.39% | — | +15.02% | |
| 48 | O | Realty Income CORP | 股票-房地产 | 0.38% | — | +4.96% | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.38% | +0.25% | -0.30% | |
| 50 | GD | General Dynamics CORP | 股票-工业 | 0.38% | — | -6.55% |