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 | 8.51% | +0.02% | -0.80% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 8.25% | -0.49% | -2.07% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 8.11% | -0.04% | +29.82% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 7.33% | -0.35% | -7.62% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 6.89% | +0.05% | +6.22% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.15% | -0.35% | -7.89% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.13% | -0.22% | -1.44% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 5.43% | +0.31% | +39.90% | |
| 9 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 5.14% | +0.13% | -1.83% | |
| 10 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 4.83% | — | +10.68% | |
| 11 | RDVY | First Trust Rising Dividend | ETF-其他 | 4.77% | +0.04% | +57.64% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 3.66% | +0.19% | +10.57% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.87% | +0.15% | +55.73% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.56% | +0.17% | -49.65% | |
| 15 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 2.53% | +0.09% | +6.80% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.42% | -0.20% | -19.60% | |
| 17 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 1.75% | +0.04% | -16.05% | |
| 18 | SMIZ | Zacks Small/mid Cap ETF | ETF-其他 | 1.65% | +0.05% | +9.65% | |
| 19 | CNEQ | Alger Concentrated Eqty ETF | ETF-其他 | 1.58% | -0.12% | — | |
| 20 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.54% | +0.10% | -44.40% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.36% | +0.28% | +36.31% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.15% | -0.08% | +4.44% | |
| 23 | WTBN | Wisdomtree Bianco Tr Fund | ETF-其他 | 0.92% | +0.03% | — | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | -0.15% | +11.47% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.47% | +0.19% | +88.26% | |
| 26 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.43% | -0.04% | -82.80% | |
| 27 | CSX | Csx CORP | 股票-工业 | 0.38% | +0.06% | +2.88% | |
| 28 | TECH | Bio-techne CORP | 股票-医疗保健 | 0.26% | -0.03% | -1.36% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.25% | -0.01% | -2.99% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.21% | -0.03% | +0.01% | |
| 31 | CAT | Caterpillar INC | 股票-工业 | 0.18% | +0.04% | +0.21% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.17% | — | -19.54% | |
| 33 | LPLA | Lpl Financial Holdings INC | 股票-金融 | 0.13% | -0.02% | +1.30% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.12% | -0.01% | — | |
| 35 | BA | Boeing Co/the | 股票-工业 | 0.10% | — | +101.18% | |
| 36 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.09% | — | +62.63% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.09% | +0.01% | — | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.08% | -0.01% | +0.09% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.08% | +0.01% | +0.64% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.08% | — | +3.30% | |
| 41 | ADP | Automatic Data Processing | 股票-科技 | 0.07% | -0.01% | +0.53% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.07% | — | — | |
| 43 | ETN | Eaton Corporation plc | 股票-工业 | 0.06% | +0.01% | +0.32% | |
| 44 | AMAT | Applied Materials INC | 股票-科技 | 0.06% | +0.02% | — | |
| 45 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.06% | +0.01% | -15.56% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工业 | 0.06% | +0.02% | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.06% | — | — | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.05% | — | -7.49% | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.05% | — | -4.86% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.05% | +0.01% | — |