CIK: 0001846991
申报总市值
US$6.5亿
| # | 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 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 10.85% | +0.45% | +3.70% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 9.15% | -0.42% | +6.47% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 7.33% | — | +3.41% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 7.20% | +0.18% | +3.30% | |
| 5 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 3.89% | +0.31% | +7.84% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-其他 | 3.86% | +0.31% | +3.69% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.47% | -0.14% | -1.47% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-其他 | 3.39% | +0.20% | +4.13% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.16% | — | +5.19% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-其他 | 3.11% | — | +7.41% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.81% | — | -2.17% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.70% | — | +2.42% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.58% | — | +4.71% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.57% | -0.37% | -1.46% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.40% | — | +6.55% | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.15% | -0.12% | +7.90% | |
| 17 | TSLA | Tesla INC | 股票-周期性消费 | 1.08% | — | +187.10% | |
| 18 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.88% | — | -5.13% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.83% | — | -0.31% | |
| 20 | PFE | Pfizer INC | 股票-医疗保健 | 0.78% | — | +22.97% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.78% | — | -1.76% | |
| 22 | PEP | Pepsico INC | 股票-非周期性消费 | 0.72% | — | +10.23% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | +0.24% | +102.90% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.68% | — | +1.29% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 0.67% | — | +0.02% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.65% | -0.18% | +200.57% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.64% | — | -0.30% | |
| 28 | ITT | Itt INC | 股票-工业 | 0.61% | — | — | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.61% | — | -6.94% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.61% | — | -0.28% | |
| 31 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.60% | — | +3.89% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.59% | +0.13% | -2.20% | |
| 33 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.57% | — | +0.79% | |
| 34 | VTV | Vanguard Value ETF | ETF-其他 | 0.55% | — | -5.01% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.53% | — | — | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | — | -13.64% | |
| 37 | EPD | Enterprise Products Partners | 股票-能源 | 0.50% | — | +26.70% | |
| 38 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.47% | — | +224.69% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.44% | — | +21.03% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | — | +30.72% | |
| 41 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.40% | — | +14.50% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.40% | — | +8.09% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.40% | — | +0.04% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.39% | — | — | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.39% | -0.25% | -1.15% | |
| 46 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 0.39% | — | -21.76% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.39% | — | -1.16% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.37% | — | +13.24% | |
| 49 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.37% | — | -0.23% | |
| 50 | IGA | Voya Global Advan & Prem Opp | 股票-其他 | 0.36% | — | — |