CIK: 0001810099
申报总市值
US$10.5亿
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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.11% | — | +5.64% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.01% | — | +15.26% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.00% | — | +16.60% | |
| 4 | T | At&t INC | 股票-通信服务 | 2.83% | — | -4.16% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.80% | — | +18.71% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.76% | — | +16.62% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 2.70% | — | +18.39% | |
| 8 | DUK | Duke Energy CORP | 股票-公用事业 | 2.52% | — | +10.74% | |
| 9 | RDS-A | Shell Plc-spon Adr-a | 股票-其他 | 2.49% | — | -2.95% | |
| 10 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 2.25% | — | +0.38% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.24% | -0.17% | +4.55% | |
| 12 | USRT | Ishares Core US Reit ETF | ETF-其他 | 2.13% | — | +47.29% | |
| 13 | CSCO | Cisco Systems INC | 股票-科技 | 2.11% | — | +2.71% | |
| 14 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 2.09% | — | -6.73% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 2.04% | — | +1.77% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.90% | — | +17.75% | |
| 17 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.86% | +0.35% | +7.38% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.86% | — | +18.22% | |
| 19 | UFS | Domtar CORP | 股票-其他 | 1.77% | — | — | |
| 20 | PFE | Pfizer INC | 股票-医疗保健 | 1.76% | — | +4.09% | |
| 21 | ABBV | Abbvie INC | 股票-医疗保健 | 1.62% | — | -6.91% | |
| 22 | WMT | Walmart INC | 股票-非周期性消费 | 1.61% | -0.80% | -4.49% | |
| 23 | C | Citigroup INC | 股票-金融 | 1.61% | — | +15.38% | |
| 24 | GM | General Motors Co | 股票-周期性消费 | 1.59% | — | +5.48% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 1.53% | — | +8.93% | |
| 26 | GRMN | Garmin Ltd. | 股票-科技 | 1.44% | — | -49.68% | |
| 27 | DRI | Darden Restaurants INC | 股票-周期性消费 | 1.43% | — | -4.13% | |
| 28 | S76 | Store Capital CORP | 股票-其他 | 1.28% | — | -3.53% | |
| 29 | DLR | Digital Realty Trust INC | 股票-房地产 | 1.27% | — | +15.21% | |
| 30 | AMGN | Amgen INC | 股票-医疗保健 | 1.24% | — | -39.53% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.15% | — | -12.01% | |
| 32 | VZ | Verizon Communications INC | 股票-通信服务 | 1.14% | -0.28% | +31.92% | |
| 33 | BBTUSD | Bb&t CORP | 股票-其他 | 1.07% | — | +8120.47% | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.07% | — | -10.32% | |
| 35 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 1.02% | — | +1.25% | |
| 36 | CF | Cf Industries Holdings INC | 股票-原材料 | 1.01% | — | +8.56% | |
| 37 | VLO | Valero Energy CORP | 股票-能源 | 1.01% | — | +7.86% | |
| 38 | PSX | Phillips 66 | 股票-能源 | 1.00% | — | +0.27% | |
| 39 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 1.00% | — | -13.50% | |
| 40 | WM | Waste Management INC | 股票-工业 | 0.97% | -0.46% | +28.13% | |
| 41 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 0.94% | — | +6.11% | |
| 42 | MO | Altria Group INC | 股票-非周期性消费 | 0.94% | — | -9.44% | |
| 43 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.94% | — | +2.72% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.93% | — | +3.73% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.92% | — | +11.83% | |
| 46 | LGLV | Spdr US Lc Low Vol Idx | ETF-其他 | 0.91% | — | +7.09% | |
| 47 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-其他 | 0.89% | — | +4.76% | |
| 48 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.85% | — | -4.63% | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.85% | — | +0.04% | |
| 50 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.82% | — | — |