CIK: 0001800513
申报总市值
US$6.6亿
仅显示前 200 大持股（共 811 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.77% | -0.12% | +1.73% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 6.78% | -0.03% | +5.44% | |
| 3 | BAX | Baxter International INC | 股票-医疗保健 | 6.03% | -0.04% | +2.80% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.64% | -0.23% | +5.45% | |
| 5 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 4.32% | -0.05% | +4.50% | |
| 6 | ✓ | Indexiq ETF Tr | ETF-大型股与成长 | 3.53% | — | +7.80% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.08% | -0.11% | +2.38% | |
| 8 | ABBV | Abbvie INC | 股票-医疗保健 | 3.05% | -0.03% | +33.99% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.71% | -0.04% | -1.97% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.47% | -0.06% | +3.22% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.98% | — | +10.74% | |
| 12 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.97% | -0.42% | +24.79% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.70% | -0.16% | -0.31% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.62% | — | +1.82% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.53% | — | +3.27% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.38% | -0.05% | +9.79% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.32% | — | -5.44% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.29% | — | +1.03% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.04% | -0.05% | +2.29% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.04% | -0.03% | -0.76% | |
| 21 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.98% | -0.10% | +1.88% | |
| 22 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.90% | — | +5.59% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.88% | — | +0.17% | |
| 24 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.82% | — | +0.02% | |
| 25 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.80% | — | -0.36% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.77% | — | -16.47% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.74% | -0.15% | +1.01% | |
| 28 | TAK | Takeda Pharmaceutic-sp Adr | 股票-医疗保健 | 0.69% | — | +0.96% | |
| 29 | XLF | Ss Financial Select Sector | ETF-其他 | 0.63% | — | +1.59% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.61% | — | +0.16% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | — | -3.73% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.56% | — | +5.33% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.56% | — | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.56% | — | -10.86% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.55% | — | +7.85% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.51% | — | +3.71% | |
| 37 | T | At&t INC | 股票-通信服务 | 0.51% | — | -0.43% | |
| 38 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.50% | — | +1.31% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.48% | — | +4.25% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | +0.11% | +0.03% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.45% | — | +81.59% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.45% | — | -11.10% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.45% | — | +2.74% | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.42% | — | +6.98% | |
| 45 | BWX | State Street Spdr Bloomberg | ETF-其他 | 0.39% | — | +5.89% | |
| 46 | CGC | Canopy Growth Corporation | 股票-医疗保健 | 0.38% | — | +6.75% | |
| 47 | EXC | Exelon CORP | 股票-公用事业 | 0.37% | — | +0.02% | |
| 48 | CAH | Cardinal Health INC | 股票-医疗保健 | 0.35% | — | +6.88% | |
| 49 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.35% | — | -3.50% | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.34% | — | -12.77% |