CIK: 0001800465
申报总市值
US$12.4亿
仅显示前 200 大持股（共 330 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 | 2.55% | -0.20% | +1.46% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.51% | +0.38% | +3.15% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.50% | — | +0.83% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.31% | -0.50% | -0.39% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.18% | +0.26% | -4.13% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.09% | -0.17% | +4.65% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.96% | -0.17% | +4.11% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.93% | -0.33% | +15.45% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.45% | -0.37% | -0.63% | |
| 10 | LVHD | Franklin U.s. Low Volatility | ETF-其他 | 1.40% | — | +0.22% | |
| 11 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.40% | — | +3.26% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.38% | -0.11% | +10.93% | |
| 13 | QCOM | Qualcomm INC | 股票-科技 | 1.35% | -0.23% | +0.54% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 1.34% | -0.13% | +0.77% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.26% | -0.66% | +6.61% | |
| 16 | GOOD | Gladstone Commercial CORP | 股票-其他 | 1.24% | — | +2.20% | |
| 17 | UL | Unilever PLC | 股票-非周期性消费 | 1.23% | — | +0.14% | |
| 18 | CSCO | Cisco Systems INC | 股票-科技 | 1.21% | — | +2.48% | |
| 19 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.20% | — | +0.83% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.18% | -0.29% | +2.12% | |
| 21 | PFE | Pfizer INC | 股票-医疗保健 | 1.16% | — | -0.53% | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.11% | — | +2.48% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.03% | — | -2.73% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 1.03% | — | +0.33% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.02% | — | +1.28% | |
| 26 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.02% | — | -0.49% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | -0.14% | +1.98% | |
| 28 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.01% | — | -3.22% | |
| 29 | VZ | Verizon Communications INC | 股票-通信服务 | 1.01% | +0.06% | -10.43% | |
| 30 | UPS | United Parcel Service-cl B | 股票-工业 | 1.01% | — | +9.09% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.97% | +0.17% | +1.85% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.96% | — | +2.86% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.93% | -0.16% | +1.66% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 0.91% | — | +0.72% | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.89% | — | -0.35% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.89% | — | +2.30% | |
| 37 | IYF | Ishares US Financials ETF | ETF-其他 | 0.87% | -0.10% | -4.17% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.87% | +0.07% | -41.38% | |
| 39 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 0.83% | -0.13% | +457.43% | |
| 40 | PSEC | Prospect Capital CORP | 股票-其他 | 0.82% | — | +165.84% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.82% | — | -10.64% | |
| 42 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.81% | — | +22.85% | |
| 43 | AMGN | Amgen INC | 股票-医疗保健 | 0.78% | — | -0.76% | |
| 44 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 0.76% | — | -29.94% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.74% | -0.12% | +2.15% | |
| 46 | DOW | Dow INC | 股票-原材料 | 0.69% | — | +3.76% | |
| 47 | TFC | Truist Financial CORP | 股票-金融 | 0.69% | — | +6.16% | |
| 48 | KMI | Kinder Morgan INC | 股票-能源 | 0.67% | +0.09% | +6.27% | |
| 49 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.67% | — | +1.31% | |
| 50 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 0.66% | — | +0.29% |