CIK: 0001780055
申报总市值
US$4.2亿
仅显示前 200 大持股（共 1006 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 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 7.72% | — | +0.11% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 5.84% | -0.37% | +2.48% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 5.82% | — | +0.34% | |
| 4 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 4.30% | — | +0.57% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.27% | — | -2.26% | |
| 6 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 3.19% | — | -5.59% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.09% | — | -0.66% | |
| 8 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 2.37% | — | -1.74% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.24% | — | -15.19% | |
| 10 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 2.17% | — | -17.88% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.05% | +0.01% | -22.61% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.57% | -0.27% | +4.88% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | -0.45% | +1.72% | |
| 14 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.49% | — | -15.36% | |
| 15 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.39% | +0.05% | +2.64% | |
| 16 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.37% | -0.09% | +194.28% | |
| 17 | WPC | Wp Carey INC | 股票-房地产 | 1.29% | — | -0.42% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.26% | -0.09% | +1.24% | |
| 19 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 1.22% | — | +13.96% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.15% | — | -17.22% | |
| 21 | POCT | Innovator U.s. Equity Power | ETF-其他 | 1.09% | — | — | |
| 22 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.96% | — | -1.47% | |
| 23 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.95% | +0.14% | -1.42% | |
| 24 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.84% | — | +58.69% | |
| 25 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 0.83% | — | -43.08% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.81% | — | -0.40% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.79% | -0.15% | -3.69% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.74% | — | -1.59% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.68% | — | +0.61% | |
| 30 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.66% | — | +0.89% | |
| 31 | BA | Boeing Co/the | 股票-工业 | 0.64% | -0.11% | +19.80% | |
| 32 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.63% | — | -4.91% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.61% | — | -5.28% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.60% | +0.04% | — | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.59% | — | +0.02% | |
| 36 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.59% | — | — | |
| 37 | UJUL | Innovator U.s. Equity Ultra | ETF-其他 | 0.57% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | — | +13.04% | |
| 39 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.53% | — | -2.91% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.52% | — | -15.53% | |
| 41 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.51% | — | — | |
| 42 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.49% | — | -4.59% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.48% | — | -4.14% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.47% | — | +8.00% | |
| 45 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 0.47% | +0.05% | — | |
| 46 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.44% | +0.13% | NEW | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.43% | — | -36.61% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.41% | — | +4.40% | |
| 49 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 0.41% | — | -5.28% | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.40% | — | +3.92% |