CIK: 0001697729
申报总市值
—
仅显示前 200 大持股（共 233 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.21% | -5.81% | EXIT | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 3.54% | — | +30.55% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.16% | -4.90% | EXIT | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.86% | -3.94% | EXIT | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.83% | — | -6.01% | |
| 6 | T | At&t INC | 股票-通信服务 | 2.24% | — | -11.79% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.24% | — | +40.39% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.90% | -0.39% | EXIT | |
| 9 | DSL | Doubleline Income Solutions | 股票-其他 | 1.64% | — | -1.39% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.62% | — | -29.19% | |
| 11 | ABBV | Abbvie INC | 股票-医疗保健 | 1.47% | -0.73% | EXIT | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.38% | — | -2.82% | |
| 13 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 1.27% | -4.68% | EXIT | |
| 14 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.18% | — | -3.93% | |
| 15 | SIZE | Ishares Msci USA Size Factor | ETF-其他 | 1.17% | — | — | |
| 16 | 1JFD | Pimco Dynamic Credit And Mor | 股票-其他 | 1.14% | — | -0.51% | |
| 17 | MA | Mastercard INC - A | 股票-金融 | 1.12% | -1.08% | EXIT | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.09% | -0.87% | EXIT | |
| 19 | ENB | Enbridge INC | 股票-能源 | 1.08% | — | -0.52% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.08% | -0.99% | EXIT | |
| 21 | MBB | Ishares Mbs ETF | ETF-其他 | 1.07% | -1.21% | EXIT | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.06% | -0.64% | EXIT | |
| 23 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.04% | — | -1.74% | |
| 24 | UTXZ | United Tech CORP | 股票-其他 | 0.97% | — | -2.00% | |
| 25 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.95% | -0.51% | EXIT | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.93% | -1.71% | EXIT | |
| 27 | CSCO | Cisco Systems INC | 股票-科技 | 0.90% | — | -11.08% | |
| 28 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.88% | -0.40% | EXIT | |
| 29 | KEY | Keycorp | 股票-金融 | 0.88% | — | -0.72% | |
| 30 | MET | Metlife INC | 股票-金融 | 0.85% | — | — | |
| 31 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.84% | — | -6.44% | |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.84% | — | -0.29% | |
| 33 | CNA | Cna Financial CORP | 股票-其他 | 0.82% | — | +15.33% | |
| 34 | AVB | Avalonbay Communities INC | 股票-房地产 | 0.80% | — | +0.96% | |
| 35 | TD | Toronto-dominion Bank | 股票-金融 | 0.80% | — | +7.06% | |
| 36 | VZ | Verizon Communications INC | 股票-通信服务 | 0.80% | — | +5.01% | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.78% | — | +10.24% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.78% | — | +6.83% | |
| 39 | PSBUSD | Ps Business Parks Inc/ca | 股票-其他 | 0.76% | — | -2.02% | |
| 40 | OGE | Oge Energy CORP | 股票-公用事业 | 0.70% | — | +7.75% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.69% | — | +3.39% | |
| 42 | JGH | Nuveen Global High Income | 股票-其他 | 0.68% | -0.40% | EXIT | |
| 43 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.65% | — | +3.82% | |
| 44 | BYLD | Ishares Yield Optimized Bond | ETF-其他 | 0.64% | — | +4.05% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | -1.16% | EXIT | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | — | +0.28% | |
| 47 | INTF | Ishares International Equity | ETF-其他 | 0.59% | — | +8.88% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | — | +3.49% | |
| 49 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.55% | — | +7.14% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.52% | -0.39% | EXIT |