CIK: 0001800513
申报总市值
US$6.6亿
仅显示前 200 大持股（共 823 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 | 8.62% | -0.12% | +1.35% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.95% | -0.23% | +33.93% | |
| 3 | BAX | Baxter International INC | 股票-医疗保健 | 5.67% | -0.04% | +0.39% | |
| 4 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 4.86% | -0.05% | -0.81% | |
| 5 | ABBV | Abbvie INC | 股票-医疗保健 | 4.83% | -0.03% | +13.44% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.76% | -0.03% | -36.24% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.02% | -0.11% | +3.23% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.75% | -0.04% | -0.92% | |
| 9 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.75% | -0.42% | +9.83% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.50% | -0.06% | -1.17% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.23% | -0.16% | -0.10% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.62% | — | -2.58% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.46% | — | -0.46% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.29% | -0.05% | +4.34% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.27% | — | -4.74% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.24% | -0.05% | -4.81% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.22% | — | -3.00% | |
| 18 | ✓ | Indexiq ETF Tr | ETF-大型股与成长 | 1.20% | — | -70.14% | |
| 19 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.14% | — | +0.28% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.01% | -0.03% | +1.11% | |
| 21 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.97% | -0.10% | -0.20% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.92% | — | -54.97% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.90% | -0.15% | +3.73% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.85% | — | +6.33% | |
| 25 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 0.79% | — | -1.11% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.79% | — | +3.80% | |
| 27 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.74% | — | -0.92% | |
| 28 | TAK | Takeda Pharmaceutic-sp Adr | 股票-医疗保健 | 0.71% | — | +0.14% | |
| 29 | XLF | Ss Financial Select Sector | ETF-其他 | 0.69% | — | +11.98% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.64% | — | +49.50% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.59% | — | +4.56% | |
| 32 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.57% | — | +3.07% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.57% | — | +1.94% | |
| 34 | T | At&t INC | 股票-通信服务 | 0.55% | — | -1.45% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.55% | — | -7.77% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | — | +0.47% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.51% | — | -14.80% | |
| 38 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.49% | — | -0.73% | |
| 39 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.47% | — | -0.68% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.45% | — | -1.11% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.45% | — | — | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.45% | — | +0.14% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.44% | — | +0.23% | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.42% | — | — | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | +0.11% | +0.04% | |
| 46 | CAH | Cardinal Health INC | 股票-医疗保健 | 0.34% | — | -2.01% | |
| 47 | EXC | Exelon CORP | 股票-公用事业 | 0.33% | — | +0.04% | |
| 48 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.31% | — | -1.93% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.31% | — | -3.20% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.31% | — | — |