CIK: 0001723397
申报总市值
US$196.1亿
仅显示前 200 大持股（共 794 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 | AAPL | Apple INC | 股票-科技 | 3.21% | -0.14% | +4.07% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.39% | — | +2.15% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.84% | -0.37% | +1.57% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.67% | — | -0.56% | |
| 5 | GIS | General Mills INC | 股票-非周期性消费 | 1.56% | — | -2.13% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.54% | — | -4.68% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.45% | -0.22% | +52.54% | |
| 8 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.29% | — | +7.98% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.26% | — | +10.94% | |
| 10 | HD | Home Depot INC | 股票-周期性消费 | 1.19% | — | -0.70% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.17% | — | +24.95% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.16% | -0.28% | +60.12% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.15% | +0.05% | -12.61% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.12% | — | +0.15% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.06% | -0.32% | +6.16% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.03% | +0.16% | +4.25% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.02% | — | +2.11% | |
| 18 | DRI | Darden Restaurants INC | 股票-周期性消费 | 0.99% | — | +0.01% | |
| 19 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.96% | — | +865.90% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.95% | — | +0.94% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.95% | — | +7.47% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.92% | -0.40% | +0.46% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | — | -2.64% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.87% | — | +3.20% | |
| 25 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.83% | — | +3.53% | |
| 26 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.83% | — | +23.45% | |
| 27 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.81% | — | -3.80% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.81% | — | -11.54% | |
| 29 | VZ | Verizon Communications INC | 股票-通信服务 | 0.80% | +0.06% | +25.87% | |
| 30 | BA | Boeing Co/the | 股票-工业 | 0.76% | — | +26.23% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.76% | — | -18.71% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | — | +2.29% | |
| 33 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.71% | — | +57.44% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.70% | — | -5.10% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | +0.14% | +29.15% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.68% | — | +63.35% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.68% | — | +4.94% | |
| 38 | PFE | Pfizer INC | 股票-医疗保健 | 0.66% | — | +0.76% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.60% | — | +4.29% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.59% | — | +17.81% | |
| 41 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.58% | — | +62.64% | |
| 42 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.57% | — | +8.52% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.57% | +0.14% | +7.45% | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.56% | — | +7.95% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.53% | — | +9.10% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.52% | -0.09% | -0.67% | |
| 47 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.50% | — | +5.05% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | +2.91% | |
| 49 | CRM | Salesforce INC | 股票-科技 | 0.48% | — | +6.68% | |
| 50 | T | At&t INC | 股票-通信服务 | 0.48% | — | +0.93% |