CIK: 0001731446
申报总市值
US$86.5亿
仅显示前 200 大持股（共 250 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 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 8.71% | — | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.66% | -0.37% | — | |
| 3 | URI | United Rentals INC | 股票-工业 | 3.22% | — | — | |
| 4 | PFF | Ishares Preferred & Income S | ETF-其他 | 3.00% | — | — | |
| 5 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.81% | — | — | |
| 6 | KSS | Kohls CORP | 股票-周期性消费 | 2.65% | — | — | |
| 7 | CVS | Cvs Health CORP | 股票-医疗保健 | 2.54% | — | — | |
| 8 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 2.48% | — | — | |
| 9 | REM | Ishares Mortgage Real Estate | ETF-其他 | 2.41% | — | — | |
| 10 | AMLPUSD | Alerian Mlp ETF | ETF-其他 | 2.39% | — | — | |
| 11 | AAL | American Airlines Group INC | 股票-工业 | 2.35% | — | — | |
| 12 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 2.23% | — | — | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.14% | -1.75% | — | |
| 14 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.03% | — | — | |
| 15 | SF9 | Sanderson Farms INC | 股票-其他 | 1.98% | — | — | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.97% | — | — | |
| 17 | GILD | Gilead Sciences INC | 股票-医疗保健 | 1.95% | — | — | |
| 18 | AA | Alcoa CORP | 股票-原材料 | 1.86% | — | — | |
| 19 | CRM | Salesforce INC | 股票-科技 | 1.80% | — | — | |
| 20 | C | Citigroup INC | 股票-金融 | 1.79% | — | — | |
| 21 | HTZ-WEUR | Hertz Global Holdings INC | 股票-其他 | 1.70% | — | — | |
| 22 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.70% | — | — | |
| 23 | MU | Micron Technology INC | 股票-科技 | 1.44% | — | — | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.26% | — | — | |
| 25 | WDC | Western Digital CORP | 股票-科技 | 1.20% | — | — | |
| 26 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 1.13% | +0.19% | — | |
| 27 | GOF | Guggenheim Strategic Opport | 股票-其他 | 0.99% | — | — | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.96% | -0.56% | — | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.91% | -0.25% | — | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.90% | — | — | |
| 31 | CERNCHF | Cerner CORP | 股票-其他 | 0.88% | — | — | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.85% | — | — | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.82% | -0.13% | — | |
| 34 | MO | Altria Group INC | 股票-非周期性消费 | 0.80% | — | — | |
| 35 | TSLA | Tesla INC | 股票-周期性消费 | 0.80% | — | — | |
| 36 | OILUSD | Ipath S&p Gsci Crude Oil Tr | ETF-其他 | 0.79% | — | — | |
| 37 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 0.77% | — | — | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.76% | — | — | |
| 39 | ✓ | Indexiq ETF Tr Iq Glb | ETF-大型股与成长 | 0.71% | — | — | |
| 40 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.69% | — | — | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.67% | +0.14% | — | |
| 42 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.62% | — | — | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | -0.27% | — | |
| 44 | FLT1EUR | Fleetcor Technologies INC | 股票-其他 | 0.59% | — | — | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.57% | — | — | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.56% | — | — | |
| 47 | TYGEUR | Tortoise Energy Infrastruct | 股票-其他 | 0.54% | — | — | |
| 48 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-其他 | 0.53% | — | — | |
| 49 | OKE | Oneok INC | 股票-能源 | 0.51% | — | — | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.49% | -0.21% | — |