CIK: 0001720777
申报总市值
US$14.4亿
仅显示前 200 大持股（共 768 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 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 7.29% | — | +23.73% | |
| 2 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 4.92% | — | +79.93% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.71% | -0.13% | -14.36% | |
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.69% | — | +147632.26% | |
| 5 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 2.67% | — | +15.79% | |
| 6 | BWX | State Street Spdr Bloomberg | ETF-其他 | 2.42% | — | +66.94% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.64% | — | +30.60% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.60% | — | +20.12% | |
| 9 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.59% | — | +25.35% | |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.55% | — | +48.18% | |
| 11 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 1.35% | — | +26.09% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.30% | — | -35.21% | |
| 13 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.25% | — | +31230.00% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.21% | — | -31.71% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.12% | — | -32.08% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.08% | — | -2.93% | |
| 17 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 1.07% | — | — | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.95% | — | +15.19% | |
| 19 | AMGN | Amgen INC | 股票-医疗保健 | 0.94% | — | -30.29% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.90% | — | -23.52% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.89% | — | -12.89% | |
| 22 | PFE | Pfizer INC | 股票-医疗保健 | 0.87% | — | -32.41% | |
| 23 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 0.85% | — | +754.07% | |
| 24 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.82% | — | -10.64% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | +0.18% | -7.12% | |
| 26 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.79% | — | -19.73% | |
| 27 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.78% | — | +13.83% | |
| 28 | CSCO | Cisco Systems INC | 股票-科技 | 0.76% | — | -10.18% | |
| 29 | GWX | State Street Spdr S&p Intern | ETF-其他 | 0.75% | — | +34.12% | |
| 30 | AXP | American Express Co | 股票-金融 | 0.74% | +0.15% | -9.00% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.74% | — | -26.41% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.72% | — | -11.26% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.72% | — | +3.55% | |
| 34 | UNP | Union Pacific CORP | 股票-工业 | 0.72% | — | -9.09% | |
| 35 | ELD | Wisdomtree Emrg Mkts Debt | ETF-其他 | 0.69% | — | -63.64% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.68% | — | -1.18% | |
| 37 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.67% | — | +30.48% | |
| 38 | GD | General Dynamics CORP | 股票-工业 | 0.66% | — | -19.96% | |
| 39 | DRI | Darden Restaurants INC | 股票-周期性消费 | 0.65% | — | +36231.03% | |
| 40 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.65% | — | +3.06% | |
| 41 | JPIN | JPM Diversified Ret Intl Eq | ETF-其他 | 0.63% | — | -59.69% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.63% | — | -3.35% | |
| 43 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.62% | — | -1.66% | |
| 44 | SLB | Slb LTD | 股票-能源 | 0.62% | — | +11.54% | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.61% | — | +17.51% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.60% | — | -28.08% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.59% | — | -2.16% | |
| 48 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.59% | — | -6.41% | |
| 49 | DGX | Quest Diagnostics INC | 股票-医疗保健 | 0.59% | — | +10.93% | |
| 50 | WMT | Walmart INC | 股票-非周期性消费 | 0.59% | — | +12.01% |