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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.38% | -0.17% | +21.45% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.12% | -0.20% | +0.32% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.81% | -0.50% | -0.44% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.76% | +0.26% | +14.25% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.44% | +0.38% | -0.18% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.32% | — | -2.50% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.23% | -0.17% | -0.80% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 1.75% | — | -3.99% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.68% | -0.16% | +9.51% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.63% | -0.66% | +3.47% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.55% | -0.11% | +1.19% | |
| 12 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 1.51% | -0.13% | +3.06% | |
| 13 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.45% | — | -0.38% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.35% | -0.37% | -2.23% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.34% | +0.17% | +0.36% | |
| 16 | QCOM | Qualcomm INC | 股票-科技 | 1.34% | -0.23% | -1.27% | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 1.29% | — | -0.80% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.17% | -0.29% | +2.82% | |
| 19 | UL | Unilever PLC | 股票-非周期性消费 | 1.14% | — | -0.21% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.12% | — | +4.13% | |
| 21 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 1.10% | +0.12% | +210.81% | |
| 22 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.05% | — | +14.83% | |
| 23 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.05% | — | -1.88% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | -0.14% | +0.42% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 1.04% | -0.13% | -2.59% | |
| 26 | PSEC | Prospect Capital CORP | 股票-其他 | 1.00% | — | +4.49% | |
| 27 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.92% | — | +2.46% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.91% | — | +105.79% | |
| 29 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.89% | — | +0.82% | |
| 30 | IYF | Ishares US Financials ETF | ETF-其他 | 0.89% | -0.10% | -1.37% | |
| 31 | UPS | United Parcel Service-cl B | 股票-工业 | 0.87% | — | -0.70% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.87% | +0.07% | +6.50% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.85% | — | -21.01% | |
| 34 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.84% | +0.08% | +2503.11% | |
| 35 | GOOD | Gladstone Commercial CORP | 股票-其他 | 0.82% | — | -0.32% | |
| 36 | VZ | Verizon Communications INC | 股票-通信服务 | 0.81% | +0.06% | -0.71% | |
| 37 | AMGN | Amgen INC | 股票-医疗保健 | 0.80% | — | -0.08% | |
| 38 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.80% | +0.07% | +43.72% | |
| 39 | ✓ | Innovator Etfs Trust | ETF-其他 | 0.80% | — | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.79% | — | -11.22% | |
| 41 | PFE | Pfizer INC | 股票-医疗保健 | 0.75% | — | +0.50% | |
| 42 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.71% | — | +0.27% | |
| 43 | DOW | Dow INC | 股票-原材料 | 0.71% | — | -0.75% | |
| 44 | KMI | Kinder Morgan INC | 股票-能源 | 0.71% | +0.09% | +1.91% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | -0.12% | -1.70% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.70% | — | +0.50% | |
| 47 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.69% | -0.13% | +5.13% | |
| 48 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.67% | +0.19% | +1.68% | |
| 49 | MMD | Nyli Mackay Dt Muni Oppo Fnd | 股票-其他 | 0.66% | — | -1.41% | |
| 50 | OHI | Omega Healthcare Investors | 股票-房地产 | 0.66% | — | -1.96% |