CIK: 0001632549
申报总市值
US$193.5万
仅显示前 200 大持股(共 291 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 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 9.26% | — | -8.05% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 6.41% | — | -4.65% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.53% | +3.41% | +7.99% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 5.46% | — | -4.45% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 5.13% | — | +484.73% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.00% | — | -4.43% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.44% | — | +976326.59% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.53% | — | -6.45% | |
| 9 | PKWUSD | Invesco Buyback Achievers Et | ETF-其他 | 3.30% | — | -2.38% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.12% | — | -2.36% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.88% | — | +20.00% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.24% | +0.83% | NEW | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.23% | — | -3.02% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.23% | — | +16.33% | |
| 15 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 2.13% | — | -0.79% | |
| 16 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.90% | — | +6.81% | |
| 17 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 1.87% | — | — | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.75% | — | +19.79% | |
| 19 | XLF | Ss Financial Select Sector | ETF-其他 | 1.64% | — | -1.36% | |
| 20 | ✓ | Powershares ETF Tr Ii | ETF-其他 | 1.16% | — | +474.75% | |
| 21 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 1.15% | — | +443.90% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.02% | — | -5.42% | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.00% | — | +64.52% | |
| 24 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.94% | — | +15.20% | |
| 25 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.93% | — | -2.34% | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.90% | — | — | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.88% | — | -2.21% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.88% | — | +69.84% | |
| 29 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-其他 | 0.73% | — | — | |
| 30 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-其他 | 0.68% | — | +320.32% | |
| 31 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.64% | — | -3.99% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.61% | — | +2.84% | |
| 33 | ✓ | Corporate Capital Trust | 股票-其他 | 0.60% | — | +885.30% | |
| 34 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-其他 | 0.55% | — | — | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | — | +9.21% | |
| 36 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.55% | — | +35.88% | |
| 37 | AAPL | Apple INC | 股票-科技 | 0.52% | +2.12% | NEW | |
| 38 | FBT | First Trust Nyse Arca Biotec | ETF-其他 | 0.49% | — | -27.03% | |
| 39 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 0.45% | — | +73.97% | |
| 40 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.45% | — | — | |
| 41 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.39% | — | -4.27% | |
| 42 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.37% | — | +5285.16% | |
| 43 | PYPL | Paypal Holdings INC | 股票-金融 | 0.36% | — | — | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.36% | — | — | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.35% | — | -19.63% | |
| 46 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.34% | — | — | |
| 47 | EMLP | First Trust North American E | ETF-其他 | 0.34% | — | +50.07% | |
| 48 | VDE | Vanguard Energy ETF | ETF-其他 | 0.33% | — | — | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.31% | — | — | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.30% | — | +353.77% |