CIK: 0001766156
申报总市值
US$11.2亿
仅显示前 200 大持股（共 215 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 | 15.39% | -0.57% | -0.97% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 10.79% | -0.08% | -1.07% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 7.80% | -0.06% | -2.23% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 6.64% | -0.20% | -2.34% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 5.37% | -0.01% | -0.98% | |
| 6 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 5.33% | -0.05% | -1.79% | |
| 7 | PEY | Invesco High Yield Equity Di | ETF-非投资级债 | 4.08% | — | -1.57% | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 3.85% | -0.15% | -0.61% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.83% | — | -2.30% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 3.43% | -0.02% | -2.94% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 3.38% | — | -2.24% | |
| 12 | XLF | Ss Financial Select Sector | ETF-其他 | 3.17% | -0.12% | -0.77% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.85% | -0.01% | +4.06% | |
| 14 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 2.61% | +0.03% | -2.56% | |
| 15 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 2.57% | — | -3.34% | |
| 16 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-其他 | 2.39% | — | -2.36% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.36% | -0.04% | -0.44% | |
| 18 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 2.30% | — | -1.97% | |
| 19 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 2.26% | — | -2.27% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 2.20% | +0.04% | -2.27% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.79% | — | -0.77% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.02% | -0.10% | +133.71% | |
| 23 | XLE | Ss Energy Select Sector | ETF-其他 | 0.96% | +0.08% | -6.51% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.43% | — | +81.12% | |
| 25 | PRAA | Pra Group INC | 股票-其他 | 0.26% | — | +8.12% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.16% | — | — | |
| 27 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 0.15% | — | +1.15% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.13% | — | — | |
| 29 | TOWN | Towne Bank | 股票-其他 | 0.12% | — | -32.42% | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.12% | -0.06% | — | |
| 31 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.09% | — | +1.04% | |
| 32 | PDP | Invesco Dorsey Wright Moment | ETF-其他 | 0.09% | — | +1.20% | |
| 33 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.09% | — | +1.23% | |
| 34 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股与成长 | 0.08% | — | +1.06% | |
| 35 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.08% | — | +1.06% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.07% | — | — | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.05% | +0.03% | +11.67% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.05% | — | -3.59% | |
| 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 | MSFT | Microsoft CORP | 股票-科技 | 0.05% | -0.55% | — | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.05% | -0.14% | — | |
| 43 | D | Dominion Energy INC | 股票-公用事业 | 0.04% | +0.03% | -12.73% | |
| 44 | NEE | Nextera Energy INC | 股票-公用事业 | 0.04% | — | — | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.04% | — | — | |
| 46 | BX | Blackstone INC | 股票-金融 | 0.04% | — | — | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.03% | — | — | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.03% | — | — | |
| 49 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 0.03% | — | — | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.03% | — | +2.22% |