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 | 10.32% | +0.45% | +0.21% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 9.89% | -0.42% | -0.55% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 7.23% | — | -0.00% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 6.86% | +0.18% | +1.31% | |
| 5 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 4.86% | +0.31% | -0.36% | |
| 6 | XLI | Ss Industrial Select Sector | ETF-其他 | 3.65% | +0.20% | -0.01% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-其他 | 3.42% | +0.31% | +0.41% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-其他 | 3.33% | — | +1.04% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.19% | — | +0.06% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.98% | -0.14% | -16.92% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.42% | -0.12% | -0.73% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.18% | — | -5.22% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.58% | -0.37% | -0.40% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.57% | — | -1.50% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.32% | — | -1.67% | |
| 16 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 1.13% | — | +7.13% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.10% | — | +11.85% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.99% | — | -0.22% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.80% | — | -0.14% | |
| 20 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.77% | — | -0.95% | |
| 21 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.77% | — | +0.01% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | +0.24% | +0.33% | |
| 23 | ITT | Itt INC | 股票-工业 | 0.75% | — | +0.32% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.72% | — | -0.07% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.70% | -0.18% | +0.63% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.65% | — | — | |
| 27 | PEP | Pepsico INC | 股票-非周期性消费 | 0.62% | — | — | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.61% | — | +0.02% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.57% | — | +0.61% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.54% | — | +0.03% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.54% | — | -2.60% | |
| 32 | VTV | Vanguard Value ETF | ETF-其他 | 0.54% | — | +0.43% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.51% | +0.13% | -0.16% | |
| 34 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.51% | — | +2.21% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.49% | — | -4.60% | |
| 36 | EPD | Enterprise Products Partners | 股票-能源 | 0.49% | — | — | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | — | — | |
| 38 | TSLA | Tesla INC | 股票-周期性消费 | 0.48% | — | -0.64% | |
| 39 | PFE | Pfizer INC | 股票-医疗保健 | 0.46% | — | — | |
| 40 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.45% | — | +1.01% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.42% | — | +0.54% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.41% | — | -0.82% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.40% | -0.52% | -0.35% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.39% | — | +0.13% | |
| 45 | XSD | Ss Spdr S&p Semiconductor | ETF-其他 | 0.37% | — | +1.86% | |
| 46 | IGA | Voya Global Advan & Prem Opp | 股票-其他 | 0.37% | — | +1.40% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.36% | — | +0.04% | |
| 48 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.36% | — | — | |
| 49 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.34% | — | +2.47% | |
| 50 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.33% | — | — |