CIK: 0001767313
申报总市值
US$5.0亿
| # | 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 | 7.29% | +0.20% | -2.06% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 5.86% | -0.12% | +8.20% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.98% | -0.01% | -0.19% | |
| 4 | BTT | Blackrock 2030 Muni Trgt Trm | 股票-其他 | 4.18% | — | -1.15% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.18% | -0.56% | +0.39% | |
| 6 | AAPL | Apple INC | 股票-科技 | 4.12% | +0.18% | -1.42% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.56% | +0.54% | -5.70% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.24% | -0.03% | +0.31% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.97% | -0.16% | +2.40% | |
| 10 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 1.66% | +0.25% | +1.40% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.65% | — | +5.30% | |
| 12 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 1.61% | +0.30% | +0.45% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.57% | -0.08% | +0.98% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.56% | +0.05% | -1.36% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.46% | +0.01% | -6.42% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.44% | — | +0.51% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.40% | +0.20% | -2.28% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.37% | — | -2.85% | |
| 19 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.28% | -0.23% | EXIT | |
| 20 | EMR | Emerson Electric Co | 股票-工业 | 1.27% | -0.06% | -0.04% | |
| 21 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.15% | -0.56% | +1.25% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.13% | +0.03% | -0.57% | |
| 23 | TSLA | Tesla INC | 股票-周期性消费 | 1.11% | — | -4.00% | |
| 24 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.01% | — | -0.01% | |
| 25 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.93% | — | -0.09% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.88% | +0.03% | +2.77% | |
| 27 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.88% | — | -3.85% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.85% | — | +5.59% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | — | -0.78% | |
| 30 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-其他 | 0.79% | — | +0.36% | |
| 31 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-其他 | 0.79% | +0.06% | +0.54% | |
| 32 | PEP | Pepsico INC | 股票-非周期性消费 | 0.75% | — | -0.09% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.74% | — | +1.56% | |
| 34 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.74% | — | +4.25% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.67% | — | +2.42% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.66% | — | +0.03% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.66% | — | +5.77% | |
| 38 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.65% | — | +1.36% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.62% | +0.01% | -5.36% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.60% | — | -30.28% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.59% | — | +0.02% | |
| 42 | FTCS | First Trust Capital Strength | ETF-其他 | 0.58% | — | +2.24% | |
| 43 | SDS | ProShares UltraShort S&P500 | 股票-其他 | 0.55% | — | +39.64% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.53% | — | -1.85% | |
| 45 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.49% | — | +1.56% | |
| 46 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.49% | — | +7.18% | |
| 47 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.49% | — | +2.25% | |
| 48 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.49% | — | +96.25% | |
| 49 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 0.47% | +0.12% | -6.87% | |
| 50 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.46% | — | -12.96% |