CIK: 0001994434
申报总市值
US$1.8亿
仅显示前 200 大持股（共 236 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 17.59% | -2.87% | -6.40% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 10.79% | -0.25% | -2.52% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 10.47% | -5.25% | -19.26% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 9.75% | -4.51% | -22.96% | |
| 5 | RWJ | Invesco S&p Smallcap 600 | ETF-其他 | 7.06% | -1.44% | -5.05% | |
| 6 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 6.23% | +0.63% | +1.32% | |
| 7 | BBLU | Ea Bridgeway Blue Chip ETF | ETF-其他 | 4.21% | +4.13% | — | |
| 8 | VFH | Vanguard Financials ETF | ETF-其他 | 4.17% | -0.90% | -4.51% | |
| 9 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 4.08% | -0.42% | -8.60% | |
| 10 | AAPL | Apple INC | 股票-科技 | 3.29% | +1.04% | -3.87% | |
| 11 | T | At&t INC | 股票-通信服务 | 1.84% | -0.09% | -3.37% | |
| 12 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 1.55% | +7.99% | — | |
| 13 | C | Citigroup INC | 股票-金融 | 1.36% | -0.29% | -3.76% | |
| 14 | MMM | 3m Co | 股票-工业 | 1.30% | -1.30% | EXIT | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.06% | +0.82% | +70.59% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.79% | +0.06% | +0.48% | |
| 17 | ABBV | Abbvie INC | 股票-医疗保健 | 0.66% | +0.09% | -0.23% | |
| 18 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.62% | +2.69% | — | |
| 19 | AMAT | Applied Materials INC | 股票-科技 | 0.56% | — | +0.15% | |
| 20 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 0.52% | -0.29% | -18.19% | |
| 21 | VZ | Verizon Communications INC | 股票-通信服务 | 0.50% | +0.10% | +12.48% | |
| 22 | MO | Altria Group INC | 股票-非周期性消费 | 0.45% | +0.34% | +21.57% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.44% | — | -5.13% | |
| 24 | FDX | Fedex CORP | 股票-工业 | 0.36% | — | +0.50% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.33% | -0.02% | +4.62% | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.32% | -0.28% | -49.69% | |
| 27 | UNP | Union Pacific CORP | 股票-工业 | 0.32% | — | — | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.31% | +0.04% | -2.50% | |
| 29 | TGT | Target CORP | 股票-周期性消费 | 0.30% | -0.15% | +8.96% | |
| 30 | SDG | Ish Msci Glob Sust Deve Goal | ETF-其他 | 0.30% | -0.26% | -28.70% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.28% | — | +10.72% | |
| 32 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.28% | — | +0.52% | |
| 33 | NMFC | New Mountain Finance CORP | 股票-其他 | 0.27% | — | -8.26% | |
| 34 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-其他 | 0.27% | -0.03% | +5.70% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.22% | — | +27.00% | |
| 36 | AIZ | Assurant INC | 股票-金融 | 0.22% | — | — | |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.22% | — | +0.29% | |
| 38 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.22% | -0.06% | +0.92% | |
| 39 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.21% | +0.03% | +0.92% | |
| 40 | F | Ford Motor Co | 股票-周期性消费 | 0.18% | -0.02% | +1.99% | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.18% | — | -9.68% | |
| 42 | GNTX | Gentex CORP | 股票-周期性消费 | 0.17% | -0.02% | +0.37% | |
| 43 | GE | General Electric | 股票-工业 | 0.17% | — | -14.92% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.16% | -0.02% | +18.24% | |
| 45 | HON | Honeywell International INC | 股票-工业 | 0.16% | — | +0.53% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.16% | — | +21.01% | |
| 47 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.16% | — | +3.08% | |
| 48 | AVGO | Broadcom INC | 股票-科技 | 0.15% | +0.05% | +0.47% | |
| 49 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.14% | +0.15% | +942.11% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.14% | -0.03% | — |