CIK: 0001667074
申报总市值
US$10.5亿
仅显示前 200 大持股（共 215 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 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 11.05% | +2.38% | -8.71% | |
| 2 | AGZ | Ishares Agency Bond ETF | ETF-其他 | 9.90% | — | +113.29% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 6.77% | — | -4.66% | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 5.16% | — | -25.75% | |
| 5 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 4.88% | +0.28% | -6.36% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.56% | -0.35% | -18.24% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.72% | — | -3.87% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.58% | +0.07% | +3.53% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.42% | — | +4.15% | |
| 10 | AAPL | Apple INC | 股票-科技 | 3.29% | -0.46% | -20.87% | |
| 11 | SMIZ | Zacks Small/mid Cap ETF | ETF-其他 | 2.30% | +0.18% | +34.31% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.82% | -0.44% | -18.58% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.11% | — | -12.78% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.03% | +0.20% | +1350.84% | |
| 15 | CLOI | Vaneck Clo ETF | ETF-其他 | 1.00% | +0.29% | +229.43% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.98% | +0.10% | +160.68% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.97% | -0.31% | -39.57% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.92% | — | -22.58% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.92% | +0.09% | -17.18% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.92% | -0.35% | -2.83% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.88% | — | -30.12% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.84% | — | +9.81% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | — | -4.51% | |
| 24 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.80% | — | +1.25% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.72% | -0.17% | -18.23% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | — | -3.89% | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.69% | — | -1.09% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.61% | +0.13% | -3.49% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.60% | — | -3.45% | |
| 30 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.60% | — | +159.67% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | +0.16% | -8.09% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.57% | — | -29.95% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.57% | +0.18% | -15.99% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.56% | — | -84.09% | |
| 35 | GS | Goldman Sachs Group INC | 股票-金融 | 0.56% | — | +0.81% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.56% | -0.55% | +7.96% | |
| 37 | URI | United Rentals INC | 股票-工业 | 0.55% | — | -6.78% | |
| 38 | PEP | Pepsico INC | 股票-非周期性消费 | 0.52% | -0.24% | -10.05% | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.52% | -0.35% | EXIT | |
| 40 | NVDL | Granitesh 2x Lng Nvda ETF | ETF-其他 | 0.52% | — | +3.53% | |
| 41 | EMR | Emerson Electric Co | 股票-工业 | 0.49% | — | +1.51% | |
| 42 | MMM | 3m Co | 股票-工业 | 0.48% | — | -4.11% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.44% | — | -49.81% | |
| 44 | VTV | Vanguard Value ETF | ETF-其他 | 0.44% | — | -2.18% | |
| 45 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.42% | — | +71.73% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.42% | — | -0.19% | |
| 47 | USB | US Bancorp | 股票-金融 | 0.42% | — | -4.71% | |
| 48 | ARKK | Ark Innovation ETF | ETF-其他 | 0.38% | -0.24% | -2.60% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.37% | — | -2.98% | |
| 50 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.35% | — | -36.72% |