CIK: 0001994434
申报总市值
US$1.8亿
仅显示前 200 大持股（共 235 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% | -53.74% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 10.80% | -0.25% | +27.61% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 10.47% | -5.25% | +140.66% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 9.75% | -4.51% | +113.91% | |
| 5 | RWJ | Invesco S&p Smallcap 600 | ETF-其他 | 7.07% | -1.44% | +43.49% | |
| 6 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 6.24% | +0.63% | +10.28% | |
| 7 | BBLU | Ea Bridgeway Blue Chip ETF | ETF-其他 | 4.21% | +4.13% | -48.14% | |
| 8 | VFH | Vanguard Financials ETF | ETF-其他 | 4.17% | -0.90% | +52.53% | |
| 9 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 4.08% | -0.42% | +26.19% | |
| 10 | AAPL | Apple INC | 股票-科技 | 3.29% | +1.04% | +12.64% | |
| 11 | T | At&t INC | 股票-通信服务 | 1.84% | -0.09% | +28.12% | |
| 12 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 1.55% | +7.99% | -84.42% | |
| 13 | C | Citigroup INC | 股票-金融 | 1.36% | -0.29% | +14.03% | |
| 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% | -42.12% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.79% | +0.06% | +5.30% | |
| 17 | ABBV | Abbvie INC | 股票-医疗保健 | 0.66% | +0.09% | -1.85% | |
| 18 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.62% | +2.69% | -82.48% | |
| 19 | AMAT | Applied Materials INC | 股票-科技 | 0.56% | — | -0.63% | |
| 20 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 0.52% | -0.29% | +162.48% | |
| 21 | VZ | Verizon Communications INC | 股票-通信服务 | 0.50% | +0.10% | -12.24% | |
| 22 | MO | Altria Group INC | 股票-非周期性消费 | 0.45% | +0.34% | -38.06% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.44% | — | -3.14% | |
| 24 | FDX | Fedex CORP | 股票-工业 | 0.36% | — | -1.40% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.33% | -0.02% | +7.66% | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.32% | -0.28% | +1587.21% | |
| 27 | UNP | Union Pacific CORP | 股票-工业 | 0.32% | — | -2.22% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.31% | +0.04% | -1.79% | |
| 29 | TGT | Target CORP | 股票-周期性消费 | 0.30% | -0.15% | +85.17% | |
| 30 | SDG | Ish Msci Glob Sust Deve Goal | ETF-其他 | 0.30% | -0.26% | +756.03% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.28% | — | +15.78% | |
| 32 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.28% | — | -1.83% | |
| 33 | NMFC | New Mountain Finance CORP | 股票-其他 | 0.27% | — | +820.75% | |
| 34 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-其他 | 0.27% | -0.03% | +21.94% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.22% | — | +23.30% | |
| 36 | AIZ | Assurant INC | 股票-金融 | 0.22% | — | — | |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.22% | — | -1.62% | |
| 38 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.22% | -0.06% | +80.89% | |
| 39 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.21% | +0.03% | -2.59% | |
| 40 | F | Ford Motor Co | 股票-周期性消费 | 0.18% | -0.02% | -8.66% | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.18% | — | +11.62% | |
| 42 | GNTX | Gentex CORP | 股票-周期性消费 | 0.17% | -0.02% | -1.11% | |
| 43 | GE | General Electric | 股票-工业 | 0.17% | — | +105.75% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.16% | -0.02% | +20.96% | |
| 45 | HON | Honeywell International INC | 股票-工业 | 0.16% | — | -1.56% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.16% | — | +5.56% | |
| 47 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.16% | — | +32.41% | |
| 48 | AVGO | Broadcom INC | 股票-科技 | 0.15% | +0.05% | -90.00% | |
| 49 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.14% | +0.15% | -49.87% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.14% | -0.03% | +51.38% |