CIK: 0001766156
申报总市值
US$11.2亿
仅显示前 200 大持股（共 222 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 15.46% | -0.57% | +1.43% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 10.66% | -0.08% | +2.17% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 8.03% | -0.06% | -5.54% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 6.58% | -0.20% | -1.47% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 5.48% | -0.01% | +2.03% | |
| 6 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 5.41% | -0.05% | -2.91% | |
| 7 | PEY | Invesco High Yield Equity Di | ETF-非投资级债 | 4.10% | — | -0.47% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.85% | — | -0.51% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 3.82% | -0.15% | -2.92% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 3.70% | -0.02% | -6.70% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 3.53% | — | -2.20% | |
| 12 | XLF | Ss Financial Select Sector | ETF-其他 | 3.14% | -0.12% | -2.74% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.81% | -0.01% | -0.37% | |
| 14 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 2.64% | +0.03% | -0.80% | |
| 15 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 2.63% | — | -5.05% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.44% | -0.04% | -0.89% | |
| 17 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-其他 | 2.40% | — | -0.78% | |
| 18 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 2.34% | — | -0.47% | |
| 19 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 2.29% | — | -0.65% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 2.12% | +0.04% | -1.72% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.79% | — | -1.13% | |
| 22 | XLE | Ss Energy Select Sector | ETF-其他 | 1.11% | +0.08% | -2.10% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.43% | -0.10% | +17604.88% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.23% | — | +516.40% | |
| 25 | PRAA | Pra Group INC | 股票-其他 | 0.20% | — | -0.59% | |
| 26 | TOWN | Towne Bank | 股票-其他 | 0.18% | — | — | |
| 27 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.15% | — | — | |
| 28 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 0.15% | — | +12.37% | |
| 29 | AAPL | Apple INC | 股票-科技 | 0.10% | -0.06% | +2.27% | |
| 30 | PDP | Invesco Dorsey Wright Moment | ETF-其他 | 0.09% | — | +11.97% | |
| 31 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.09% | — | +11.99% | |
| 32 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.09% | — | +12.09% | |
| 33 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股与成长 | 0.08% | — | +12.13% | |
| 34 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.08% | — | +12.07% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.07% | — | — | |
| 36 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.06% | — | +301.95% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.05% | — | +3.73% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.05% | +0.03% | +1.35% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.05% | -0.01% | — | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.05% | -0.02% | — | |
| 41 | VUG | Vanguard Growth ETF | ETF-其他 | 0.04% | -0.14% | — | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.04% | -0.55% | +43.32% | |
| 43 | D | Dominion Energy INC | 股票-公用事业 | 0.04% | +0.03% | +356.27% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.04% | — | +25.74% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.04% | — | +101.25% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.03% | — | — | |
| 47 | NEE | Nextera Energy INC | 股票-公用事业 | 0.03% | — | -22.66% | |
| 48 | BX | Blackstone INC | 股票-金融 | 0.03% | — | — | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.03% | — | +1.42% | |
| 50 | QCOM | Qualcomm INC | 股票-科技 | 0.03% | — | -1.33% |