CIK: 0001800513
申报总市值
US$6.6亿
仅显示前 200 大持股（共 1066 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 | ABBV | Abbvie INC | 股票-医疗保健 | 8.05% | -0.03% | +3.87% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.74% | -0.12% | -7.08% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.90% | -0.23% | +9.65% | |
| 4 | ABT | Abbott Laboratories | 股票-医疗保健 | 3.99% | -0.42% | +2.76% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-其他 | 3.43% | — | +1.49% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.89% | -0.04% | +19.63% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 2.66% | — | +59.94% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.66% | -0.16% | +0.72% | |
| 9 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 2.58% | -0.05% | +1.11% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.43% | -0.03% | +14.99% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.43% | -0.10% | -2.06% | |
| 12 | BAX | Baxter International INC | 股票-医疗保健 | 2.14% | -0.04% | -0.75% | |
| 13 | XLF | Ss Financial Select Sector | ETF-其他 | 2.01% | — | -0.36% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.70% | -0.05% | +6.77% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.64% | -0.06% | +2.54% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.40% | -0.11% | -2.19% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.36% | — | -1.31% | |
| 18 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.19% | — | -1.84% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.10% | -0.08% | +1139.70% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.08% | -0.03% | +31.50% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | -0.15% | -1.45% | |
| 22 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-其他 | 1.04% | — | — | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.01% | -0.05% | -3.36% | |
| 24 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.99% | — | -3.04% | |
| 25 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.98% | — | +0.71% | |
| 26 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.93% | +1.02% | +2355.04% | |
| 27 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.76% | — | +1.61% | |
| 28 | XLE | Ss Energy Select Sector | ETF-其他 | 0.76% | — | +4.58% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.73% | — | +6.54% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.72% | — | -0.19% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.71% | — | +53.95% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.69% | — | -3.26% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.64% | — | -0.60% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.63% | — | -4.44% | |
| 35 | TSLA | Tesla INC | 股票-周期性消费 | 0.63% | -0.13% | -0.14% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.62% | — | +514.84% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.60% | — | +694.02% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.58% | — | +73.53% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | -0.03% | -9.49% | |
| 40 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.54% | — | +14.25% | |
| 41 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.53% | — | -0.19% | |
| 42 | LGLV | Spdr US Lc Low Vol Idx | ETF-其他 | 0.51% | — | — | |
| 43 | ✓ | Indexiq ETF Tr | ETF-大型股与成长 | 0.51% | — | +0.72% | |
| 44 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.50% | — | +1.07% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.50% | — | -7.39% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.50% | -0.17% | +1290.00% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.50% | — | +43903.70% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | +0.11% | -1.60% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.46% | — | +16.14% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.44% | — | +177.01% |