CIK: 0001800465
申报总市值
US$12.4亿
仅显示前 200 大持股（共 337 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 | 3.72% | -0.17% | -7.97% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.95% | -0.66% | +1.05% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.80% | -0.50% | -4.80% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.78% | -0.20% | -2.51% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.77% | +0.26% | +2.32% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.61% | +0.38% | +3.17% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.47% | -0.17% | +0.94% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.22% | — | -1.02% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.12% | -0.16% | +1.85% | |
| 10 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 1.89% | -0.13% | +10.62% | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 1.61% | — | +9.68% | |
| 12 | QCOM | Qualcomm INC | 股票-科技 | 1.56% | -0.23% | -6.05% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.50% | — | +15.64% | |
| 14 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 1.48% | — | +7.36% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.48% | -0.37% | -9.42% | |
| 16 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.46% | — | +3.59% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | -0.11% | -0.95% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.17% | -0.29% | +1.37% | |
| 19 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.14% | — | -1.44% | |
| 20 | PSEC | Prospect Capital CORP | 股票-其他 | 1.05% | — | +10.41% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.03% | -0.13% | -4.16% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.02% | -0.13% | +3.04% | |
| 23 | IYF | Ishares US Financials ETF | ETF-其他 | 1.02% | -0.10% | +3.25% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | -0.14% | -3.36% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.00% | +0.17% | -0.61% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.92% | — | +2.68% | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.87% | — | +6.34% | |
| 28 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.87% | +0.08% | -16.34% | |
| 29 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.84% | +0.19% | +2.70% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.82% | — | -3.89% | |
| 31 | UL | Unilever PLC | 股票-非周期性消费 | 0.80% | — | -8.01% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.80% | — | -3.86% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.78% | — | -0.59% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.77% | — | +57.47% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.74% | +0.06% | -5.82% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.74% | — | +1.43% | |
| 37 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.73% | +0.07% | +0.01% | |
| 38 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 0.72% | +0.12% | +5.03% | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.71% | +0.07% | +30.41% | |
| 40 | AMGN | Amgen INC | 股票-医疗保健 | 0.70% | — | -2.02% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.67% | +0.07% | +0.62% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.66% | — | +949.81% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.65% | — | +2.72% | |
| 44 | KMI | Kinder Morgan INC | 股票-能源 | 0.63% | +0.09% | -3.22% | |
| 45 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.61% | — | +7.77% | |
| 46 | RTX | Rtx CORP | 股票-工业 | 0.61% | — | -4.88% | |
| 47 | GOOD | Gladstone Commercial CORP | 股票-其他 | 0.60% | — | -8.39% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | -0.12% | -4.39% | |
| 49 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.59% | — | -1.42% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.56% | — | +3.49% |