CIK: 0001766156
申报总市值
US$11.2亿
仅显示前 200 大持股（共 239 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 | 15.48% | -0.57% | -4.68% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 10.98% | -0.08% | -4.99% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 7.81% | -0.06% | -4.19% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 7.06% | -0.20% | -4.81% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 5.28% | -0.01% | -5.68% | |
| 6 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 5.27% | -0.05% | -5.50% | |
| 7 | PEY | Invesco High Yield Equity Di | ETF-非投资级债 | 3.87% | — | -6.59% | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 3.75% | -0.15% | -4.47% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.67% | — | -6.80% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 3.49% | -0.02% | -5.45% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 3.42% | — | -4.88% | |
| 12 | XLF | Ss Financial Select Sector | ETF-其他 | 3.18% | -0.12% | -6.98% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.96% | -0.01% | -3.11% | |
| 14 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 2.54% | — | -6.02% | |
| 15 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 2.49% | +0.03% | -7.35% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.49% | -0.04% | -5.07% | |
| 17 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-其他 | 2.31% | — | -6.94% | |
| 18 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 2.20% | — | -7.24% | |
| 19 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 2.15% | — | -7.70% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 2.07% | +0.04% | -6.17% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.75% | — | -5.01% | |
| 22 | XLE | Ss Energy Select Sector | ETF-其他 | 0.89% | +0.08% | -7.64% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.73% | -0.10% | -33.01% | |
| 24 | PRAA | Pra Group INC | 股票-其他 | 0.28% | — | — | |
| 25 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.24% | — | +82.52% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.17% | — | — | |
| 27 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 0.17% | — | +3.68% | |
| 28 | AAPL | Apple INC | 股票-科技 | 0.15% | -0.06% | -2.98% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.13% | -0.03% | +491.80% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.13% | -0.55% | +149.48% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.10% | +0.03% | +68.16% | |
| 32 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.10% | — | +3.62% | |
| 33 | PDP | Invesco Dorsey Wright Moment | ETF-其他 | 0.10% | — | +3.61% | |
| 34 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.09% | — | +3.63% | |
| 35 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.09% | — | +3.65% | |
| 36 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股与成长 | 0.09% | — | +3.68% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.07% | — | — | |
| 38 | TOWN | Towne Bank | 股票-其他 | 0.06% | — | -49.99% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.06% | — | +199.37% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.06% | — | +74.92% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.06% | -0.01% | +9.51% | |
| 42 | HD | Home Depot INC | 股票-周期性消费 | 0.06% | — | +314.74% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.06% | — | +70.03% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.06% | -0.10% | +73.18% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.05% | -0.02% | — | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.05% | — | — | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.05% | — | -89.57% | |
| 48 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.05% | — | — | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.05% | -0.14% | — | |
| 50 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.04% | — | +74.77% |