CIK: 0001697740
申报总市值
US$4.6亿
| # | 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 | JHML | John Hancock Multi Fact Lrg | ETF-其他 | 12.55% | +0.02% | +1.09% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 10.16% | -0.49% | -0.34% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 9.84% | — | +0.47% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 9.61% | — | +1.16% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 8.82% | -0.35% | +0.75% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.82% | -0.22% | +0.18% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.63% | -0.35% | +1.18% | |
| 8 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 5.41% | — | +0.87% | |
| 9 | GLD | Spdr Gold Shares | ETF-避险与商品 | 5.23% | +0.01% | -1.91% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 4.79% | -0.04% | +1.39% | |
| 11 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 4.02% | -0.04% | +0.07% | |
| 12 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 3.33% | +0.09% | +1.99% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.69% | — | -0.35% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.22% | +0.04% | +1.52% | |
| 15 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.32% | +0.05% | +1.06% | |
| 16 | TECH | Bio-techne CORP | 股票-医疗保健 | 0.97% | -0.03% | -0.18% | |
| 17 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.93% | — | +2.78% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.76% | -0.20% | +14.97% | |
| 19 | CSX | Csx CORP | 股票-工业 | 0.63% | +0.06% | +0.05% | |
| 20 | AAPL | Apple INC | 股票-科技 | 0.49% | -0.08% | -0.43% | |
| 21 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.45% | -0.03% | +0.40% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.42% | +0.28% | +1.04% | |
| 23 | PGX | Invesco Preferred ETF | ETF-其他 | 0.27% | — | -1.71% | |
| 24 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.26% | — | — | |
| 25 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.20% | +0.01% | — | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.19% | +0.01% | — | |
| 27 | BA | Boeing Co/the | 股票-工业 | 0.18% | — | — | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.16% | +0.01% | +0.62% | |
| 29 | CAT | Caterpillar INC | 股票-工业 | 0.14% | +0.04% | +0.57% | |
| 30 | LPLA | Lpl Financial Holdings INC | 股票-金融 | 0.14% | -0.02% | +0.13% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 0.13% | -0.01% | +0.41% | |
| 32 | UNP | Union Pacific CORP | 股票-工业 | 0.12% | — | — | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.11% | -0.15% | -4.56% |