CIK: 0001766156
申报总市值
US$11.2亿
仅显示前 200 大持股（共 2154 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 | 6.85% | -0.57% | -4.72% | |
| 2 | SUB | Ishares Short-term National | ETF-其他 | 6.10% | +0.55% | +6.12% | |
| 3 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.73% | -0.20% | +1.59% | |
| 4 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 5.27% | +0.16% | +13.11% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.58% | -0.33% | -3.35% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 4.30% | — | +1.04% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 3.62% | -0.08% | -1.51% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.87% | -0.55% | +5.04% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.56% | -0.10% | -3.46% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.53% | -0.03% | -3.05% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.18% | -0.01% | -0.98% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.17% | +0.25% | -11.86% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.04% | +0.16% | +3.29% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.97% | -0.06% | -5.04% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.91% | +0.28% | -17.86% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.75% | — | -1.28% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.69% | -0.15% | +2.51% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.61% | -0.01% | -1.68% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.60% | -0.06% | +11.32% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.60% | -0.01% | +4.55% | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 1.52% | -0.14% | -3.49% | |
| 22 | XLF | Ss Financial Select Sector | ETF-其他 | 1.33% | -0.12% | +6.87% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.31% | -0.04% | +5.80% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.22% | -0.05% | -1.92% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.17% | +0.15% | +1.59% | |
| 26 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.11% | +0.15% | +1.32% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.09% | -0.02% | -2.46% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.04% | +0.15% | +3.84% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.85% | — | +5.47% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.84% | -0.12% | +2.21% | |
| 31 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.83% | — | -1.80% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.81% | +0.04% | +2.85% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.79% | -0.10% | -2.86% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.75% | -0.03% | -7.17% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.70% | -0.02% | -2.71% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.70% | -0.01% | -1.38% | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.65% | +0.12% | +56.40% | |
| 38 | MO | Altria Group INC | 股票-非周期性消费 | 0.60% | +0.10% | +0.98% | |
| 39 | IXG | Ishares Global Financials Et | ETF-其他 | 0.53% | -0.04% | -0.36% | |
| 40 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.49% | -0.05% | -0.36% | |
| 41 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.46% | — | -2.21% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.45% | — | -3.77% | |
| 43 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.45% | — | +12.16% | |
| 44 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.44% | — | -0.55% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.43% | — | -4.42% | |
| 46 | PEY | Invesco High Yield Equity Di | ETF-非投资级债 | 0.40% | — | -4.89% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.39% | — | -1.41% | |
| 48 | PM | Philip Morris International | 股票-非周期性消费 | 0.38% | — | +1.24% | |
| 49 | D | Dominion Energy INC | 股票-公用事业 | 0.38% | +0.03% | -1.01% | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.37% | — | +1.73% |