CIK: 0001534843
申报总市值
US$4.6亿
仅显示前 200 大持股（共 224 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 12.42% | — | -3.89% | |
| 2 | XLK | Ss Technology Select Sector | ETF-科技型 | 6.56% | — | -3.42% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.26% | — | +7.36% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 3.92% | — | +32.94% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.44% | — | +5.07% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.40% | — | +3.92% | |
| 7 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.20% | — | -0.11% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 2.01% | — | -13.98% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.01% | — | -4.92% | |
| 10 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 1.95% | — | +25.57% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.87% | — | +3.74% | |
| 12 | TGT | Target CORP | 股票-周期性消费 | 1.73% | — | +3.72% | |
| 13 | HD | Home Depot INC | 股票-周期性消费 | 1.62% | — | +3.27% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.56% | — | -12.29% | |
| 15 | BLKCHF | Blackrock INC | 股票-其他 | 1.43% | — | +3.89% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.40% | — | +5.26% | |
| 17 | NEE | Nextera Energy INC | 股票-公用事业 | 1.36% | — | +437.22% | |
| 18 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.12% | — | +6.38% | |
| 19 | WHR | Whirlpool CORP | 股票-周期性消费 | 1.08% | — | +44.86% | |
| 20 | ACN | Accenture plc | 股票-科技 | 1.07% | — | +35.51% | |
| 21 | TROW | T Rowe Price Group INC | 股票-金融 | 1.06% | — | +0.34% | |
| 22 | VZ | Verizon Communications INC | 股票-通信服务 | 1.06% | — | +4.17% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.06% | — | +222.81% | |
| 24 | CMI | Cummins INC | 股票-工业 | 1.04% | — | +4.56% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.04% | — | -24.69% | |
| 26 | PEP | Pepsico INC | 股票-非周期性消费 | 1.00% | — | +0.94% | |
| 27 | PAYX | Paychex INC | 股票-科技 | 0.99% | — | +1.43% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.99% | — | +210.05% | |
| 29 | ADBE | Adobe INC | 股票-科技 | 0.99% | — | +6.16% | |
| 30 | BX | Blackstone INC | 股票-金融 | 0.99% | — | +126.48% | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.98% | — | +24.10% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | — | +201077.78% | |
| 33 | BBY | Best Buy Co INC | 股票-周期性消费 | 0.96% | — | +2.31% | |
| 34 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.96% | — | +5.30% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.95% | — | +2.78% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.86% | — | -21.56% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.84% | — | -31.80% | |
| 38 | WMT | Walmart INC | 股票-非周期性消费 | 0.83% | — | +2.60% | |
| 39 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.81% | — | -11.69% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.81% | — | -0.54% | |
| 41 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.80% | — | +80.78% | |
| 42 | MBB | Ishares Mbs ETF | ETF-其他 | 0.79% | — | +27054.76% | |
| 43 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.78% | — | -10.10% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.77% | — | — | |
| 45 | ITW | Illinois Tool Works | 股票-工业 | 0.77% | — | — | |
| 46 | UPS | United Parcel Service-cl B | 股票-工业 | 0.77% | — | +217040.00% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.76% | — | -10.12% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | — | +1.94% | |
| 49 | TXN | Texas Instruments INC | 股票-科技 | 0.76% | — | +16.35% | |
| 50 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.75% | — | — |