CIK: 0001932496
申报总市值
US$4.2亿
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 11.19% | — | +3552.05% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 10.90% | — | -1.85% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 10.16% | — | -2.72% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 9.41% | — | -0.97% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 7.81% | — | +2.12% | |
| 6 | AAPL | Apple INC | 股票-科技 | 7.29% | — | -0.25% | |
| 7 | SYK | Stryker CORP | 股票-医疗保健 | 6.63% | — | -1.60% | |
| 8 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 3.01% | — | -1.67% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.36% | — | +0.64% | |
| 10 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 2.32% | — | -1.31% | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.86% | — | -3.51% | |
| 12 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 1.65% | — | -48.29% | |
| 13 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 1.20% | — | -1.03% | |
| 14 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.97% | — | +0.07% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.84% | — | +321.61% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.80% | — | -1.00% | |
| 17 | MBWM | Mercantile Bank CORP | 股票-其他 | 0.78% | — | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.76% | — | +6.96% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.74% | — | -0.54% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.72% | — | +3.25% | |
| 21 | RJF | Raymond James Financial INC | 股票-金融 | 0.71% | — | +5.40% | |
| 22 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 0.67% | — | — | |
| 23 | ZTS | Zoetis INC | 股票-医疗保健 | 0.66% | — | +4.40% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.60% | — | +15.48% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.55% | — | +1865.63% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.52% | — | — | |
| 27 | ACN | Accenture plc | 股票-科技 | 0.48% | — | +4.30% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 0.47% | — | +22.69% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | — | +7.67% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.42% | — | -0.94% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.41% | — | -1.16% | |
| 32 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.37% | — | -7.53% | |
| 33 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.36% | — | — | |
| 34 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.36% | — | -6.11% | |
| 35 | DFIV | Dimensional International Va | ETF-其他 | 0.35% | — | — | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.34% | — | — | |
| 37 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.33% | — | -7.74% | |
| 38 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.33% | — | +0.67% | |
| 39 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.32% | — | -5.60% | |
| 40 | ISCB | Ishares Morningstar Sm Cap | ETF-其他 | 0.30% | — | — | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.29% | — | -50.19% | |
| 42 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.29% | — | +9.29% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.29% | — | — | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.29% | — | — | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.28% | — | +153.69% | |
| 46 | PFE | Pfizer INC | 股票-医疗保健 | 0.26% | — | +2.96% | |
| 47 | CSX | Csx CORP | 股票-工业 | 0.24% | — | — | |
| 48 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.23% | — | -2.04% | |
| 49 | SMMV | Ishares Msci USA Small-cap M | ETF-其他 | 0.23% | — | -1.27% | |
| 50 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.23% | — | +25.29% |