CIK: 0001800465
申报总市值
US$12.4亿
仅显示前 200 大持股（共 316 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 | AAPL | Apple INC | 股票-科技 | 2.95% | -0.20% | +96.89% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.52% | — | +0.05% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.49% | -0.50% | +294.14% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.40% | +0.38% | +3.41% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.23% | +0.26% | +3.52% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.09% | -0.17% | +3.06% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.07% | -0.17% | -0.15% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.84% | -0.33% | +845.78% | |
| 9 | QCOM | Qualcomm INC | 股票-科技 | 1.52% | -0.23% | +1462.79% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.48% | -0.37% | +1.77% | |
| 11 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.47% | — | +2.47% | |
| 12 | LVHD | Franklin U.s. Low Volatility | ETF-其他 | 1.39% | — | +6.82% | |
| 13 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.35% | — | +2863.35% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 1.34% | -0.13% | +1300.05% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.32% | +0.07% | +68.94% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.28% | -0.66% | +4.79% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.24% | — | +0.46% | |
| 18 | VZ | Verizon Communications INC | 股票-通信服务 | 1.20% | +0.06% | +741.90% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.19% | -0.11% | +325.57% | |
| 20 | UL | Unilever PLC | 股票-非周期性消费 | 1.18% | — | — | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.15% | -0.29% | +2.76% | |
| 22 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 1.14% | — | — | |
| 23 | GOOD | Gladstone Commercial CORP | 股票-其他 | 1.13% | — | — | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.11% | — | +2.40% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 1.10% | — | +547.52% | |
| 26 | CSCO | Cisco Systems INC | 股票-科技 | 1.09% | — | +650.88% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.09% | — | +3.25% | |
| 28 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.08% | — | +2.37% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.99% | — | -0.64% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.98% | — | +14.34% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.98% | — | — | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.98% | +0.17% | +178.58% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.97% | -0.16% | +7.48% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.96% | — | +8.55% | |
| 35 | UPS | United Parcel Service-cl B | 股票-工业 | 0.95% | — | — | |
| 36 | ABBV | Abbvie INC | 股票-医疗保健 | 0.94% | — | +513.47% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.94% | — | +4.24% | |
| 38 | IYF | Ishares US Financials ETF | ETF-其他 | 0.90% | -0.10% | +4.77% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.88% | — | +389.92% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | -0.14% | +181.75% | |
| 41 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.85% | — | — | |
| 42 | RTX | Rtx CORP | 股票-工业 | 0.81% | — | +393.87% | |
| 43 | AMGN | Amgen INC | 股票-医疗保健 | 0.75% | — | +1098.85% | |
| 44 | TFC | Truist Financial CORP | 股票-金融 | 0.73% | — | +2447.96% | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.68% | — | +4.35% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.68% | -0.12% | +2097.70% | |
| 47 | MMD | Nyli Mackay Dt Muni Oppo Fnd | 股票-其他 | 0.67% | — | — | |
| 48 | KMI | Kinder Morgan INC | 股票-能源 | 0.64% | +0.09% | — | |
| 49 | DOW | Dow INC | 股票-原材料 | 0.64% | — | — | |
| 50 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.64% | -0.13% | +66.10% |