CIK: 0001780055
申报总市值
US$4.2亿
仅显示前 200 大持股（共 884 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 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 9.57% | — | -20.69% | |
| 2 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 6.56% | — | +0.82% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 5.25% | — | +2.09% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.78% | -0.37% | -0.84% | |
| 5 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 3.74% | — | +0.37% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.82% | — | -2.52% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.73% | — | +2.25% | |
| 8 | HDV | Ishares Core High Dividend E | ETF-其他 | 2.65% | — | -4.06% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.39% | +0.01% | -0.01% | |
| 10 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 2.17% | — | +2.81% | |
| 11 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 2.17% | +0.05% | -3.39% | |
| 12 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 2.14% | — | +144.48% | |
| 13 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.90% | — | -17.22% | |
| 14 | WPC | Wp Carey INC | 股票-房地产 | 1.55% | — | -0.57% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.44% | — | +12.64% | |
| 16 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 1.39% | — | +1.07% | |
| 17 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.34% | -0.09% | +4.17% | |
| 18 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.33% | — | — | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.10% | — | -47.48% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.06% | -0.09% | -0.12% | |
| 21 | BA | Boeing Co/the | 股票-工业 | 1.05% | -0.11% | +0.17% | |
| 22 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 1.04% | -0.51% | -25.46% | |
| 23 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.04% | +0.05% | +0.11% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.04% | — | +0.01% | |
| 25 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 1.02% | +0.14% | +7.82% | |
| 26 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 1.00% | — | +1.98% | |
| 27 | POCT | Innovator U.s. Equity Power | ETF-其他 | 0.99% | — | -12.21% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.93% | -0.45% | +0.22% | |
| 29 | MBB | Ishares Mbs ETF | ETF-其他 | 0.80% | — | — | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.78% | -0.15% | +2.57% | |
| 31 | AAPL | Apple INC | 股票-科技 | 0.76% | -0.27% | +10.94% | |
| 32 | UJUL | Innovator U.s. Equity Ultra | ETF-其他 | 0.75% | — | -3.60% | |
| 33 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.68% | — | -21.84% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.66% | — | — | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.60% | +0.04% | — | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.54% | — | +0.53% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.53% | — | +3.40% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | -2.90% | |
| 39 | BND | Vanguard Total Bond Market | ETF-其他 | 0.50% | — | -0.34% | |
| 40 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.47% | — | -16.75% | |
| 41 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.47% | — | -3.90% | |
| 42 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.45% | -0.07% | -22.84% | |
| 43 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 0.44% | — | -5.70% | |
| 44 | T | At&t INC | 股票-通信服务 | 0.43% | — | +10.11% | |
| 45 | VZ | Verizon Communications INC | 股票-通信服务 | 0.41% | — | +14.95% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.41% | — | +1.73% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.40% | — | +2.30% | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.39% | — | +4.35% | |
| 49 | IDU | Ishares US Utilities ETF | ETF-其他 | 0.37% | — | -17.10% | |
| 50 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.37% | — | — |