CIK: 0001694435
申报总市值
US$19.8亿
仅显示前 200 大持股（共 594 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 | 2.79% | — | -20.60% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 2.28% | +0.40% | -0.80% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.28% | +0.61% | -6.78% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.13% | — | -45.36% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.56% | — | +8.67% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.54% | — | +32.73% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.46% | -0.33% | +2.77% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.46% | — | -21.22% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.38% | — | +6.46% | |
| 10 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.15% | -0.74% | +2.32% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.09% | +0.26% | +1.69% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.01% | — | -9.55% | |
| 13 | FTCS | First Trust Capital Strength | ETF-其他 | 0.98% | — | -16.08% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.97% | -0.24% | +114.42% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.97% | — | +4.37% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.95% | -0.37% | +113.96% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.94% | +0.22% | -16.70% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.82% | — | -5.56% | |
| 19 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.82% | +0.44% | +11.46% | |
| 20 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.81% | — | -5.44% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.78% | — | -16.74% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.78% | — | -6.64% | |
| 23 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型股与成长 | 0.78% | — | -8.86% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.77% | — | -25.02% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.76% | — | -29.88% | |
| 26 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.76% | — | +16.32% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | — | -26.84% | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.73% | -0.26% | +800.72% | |
| 29 | USDU | Wisdomtree Bbg Usd Bullish | ETF-其他 | 0.73% | — | +18.82% | |
| 30 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.73% | — | +16.46% | |
| 31 | XLE | Ss Energy Select Sector | ETF-其他 | 0.72% | -0.65% | +19.12% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.71% | — | +17.58% | |
| 33 | BND | Vanguard Total Bond Market | ETF-其他 | 0.68% | +0.20% | -9.36% | |
| 34 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.67% | — | -32.64% | |
| 35 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.67% | — | +11.51% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.66% | +0.25% | -19.24% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.63% | — | -0.19% | |
| 38 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.62% | — | +6.82% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.60% | — | -6.64% | |
| 40 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.59% | — | +25.04% | |
| 41 | DHR | Danaher CORP | 股票-医疗保健 | 0.58% | — | +0.34% | |
| 42 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.57% | — | +25.50% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.57% | — | -13.64% | |
| 44 | XES | Ss Spdr S&p Og Eqp & Serv | ETF-其他 | 0.56% | — | — | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.56% | — | -0.01% | |
| 46 | IMTB | Ishares Core 5-10 Year Usd | ETF-其他 | 0.54% | -0.21% | — | |
| 47 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.51% | — | — | |
| 48 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.50% | — | +17.13% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | -0.32% | EXIT | |
| 50 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.49% | — | +1533.00% |