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 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 10.01% | — | -4.14% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 8.97% | — | -2.60% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 8.78% | — | -9.16% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.50% | — | -20.51% | |
| 5 | AAPL | Apple INC | 股票-科技 | 7.38% | — | -0.87% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 7.20% | — | -2.19% | |
| 7 | SYK | Stryker CORP | 股票-医疗保健 | 6.75% | — | -1.02% | |
| 8 | XMLV | Invesco S&p Midcap Low Volat | ETF-其他 | 2.79% | — | -1.86% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.60% | — | +236.20% | |
| 10 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 2.35% | — | +265.22% | |
| 11 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 2.22% | — | +1.35% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.13% | — | -5.55% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.05% | — | +312.26% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.51% | — | +343.19% | |
| 15 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.51% | — | +332.34% | |
| 16 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.38% | — | -18.32% | |
| 17 | DFIV | Dimensional International Va | ETF-其他 | 1.21% | — | +282.49% | |
| 18 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 1.12% | — | +1.35% | |
| 19 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.92% | — | +0.05% | |
| 20 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.86% | — | -47.84% | |
| 21 | RJF | Raymond James Financial INC | 股票-金融 | 0.78% | — | -1.21% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.77% | — | +6.35% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.75% | — | -1.34% | |
| 24 | MBWM | Mercantile Bank CORP | 股票-其他 | 0.74% | — | — | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.72% | — | +1.80% | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.68% | — | +0.34% | |
| 27 | TSLA | Tesla INC | 股票-周期性消费 | 0.61% | — | +421.25% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.60% | — | +0.41% | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.51% | — | -9.88% | |
| 30 | ZTS | Zoetis INC | 股票-医疗保健 | 0.51% | — | -11.08% | |
| 31 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.50% | — | +79.41% | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.45% | — | +0.91% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | -3.13% | |
| 34 | AMD | Advanced Micro Devices | 股票-科技 | 0.41% | — | +4.62% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.36% | — | -9.83% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.36% | — | -8.48% | |
| 37 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.32% | — | +4.61% | |
| 38 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.32% | — | -2.97% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.31% | — | +73.47% | |
| 40 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.29% | — | +25.04% | |
| 41 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.29% | — | -12.03% | |
| 42 | ISCB | Ishares Morningstar Sm Cap | ETF-其他 | 0.28% | — | -1.38% | |
| 43 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.27% | — | -16.62% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.27% | — | +80.31% | |
| 45 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.27% | — | -0.75% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.26% | — | +15.29% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.25% | — | +29.30% | |
| 48 | BND | Vanguard Total Bond Market | ETF-其他 | 0.25% | — | +122.21% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.25% | — | -8.63% | |
| 50 | LNG | Cheniere Energy INC | 股票-能源 | 0.25% | — | +136.36% |