CIK: 0001800465
申报总市值
US$12.4亿
仅显示前 200 大持股（共 356 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 | 3.95% | -0.17% | +310.54% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.01% | -0.20% | +1.04% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.99% | -0.66% | +0.41% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.86% | +0.26% | +211.60% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.83% | +0.38% | +6.99% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.64% | -0.17% | +7.56% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | -0.50% | +2.10% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.22% | — | -1.92% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.96% | -0.16% | +5.18% | |
| 10 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 1.92% | -0.13% | +3.82% | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 1.83% | — | +0.08% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.67% | — | +7.13% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.63% | -0.37% | +9.59% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.60% | -0.11% | +3.43% | |
| 15 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.50% | — | -0.09% | |
| 16 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 1.45% | — | +2.71% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.18% | -0.29% | +0.38% | |
| 18 | IYF | Ishares US Financials ETF | ETF-其他 | 1.14% | -0.10% | +1.13% | |
| 19 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.14% | — | +1.59% | |
| 20 | QCOM | Qualcomm INC | 股票-科技 | 1.08% | -0.23% | +0.50% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.08% | -0.13% | +1.33% | |
| 22 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 1.07% | +0.08% | -0.35% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | -0.14% | -3.62% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 1.00% | -0.13% | -1.64% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.96% | — | +214.89% | |
| 26 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.95% | +0.19% | +6.15% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.92% | +0.17% | +0.61% | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.92% | — | +0.64% | |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.92% | +0.07% | +14.33% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.88% | — | -2.27% | |
| 31 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.81% | — | +1.63% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.79% | — | +1.58% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.77% | — | +7.10% | |
| 34 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 0.77% | +0.12% | +0.19% | |
| 35 | KMI | Kinder Morgan INC | 股票-能源 | 0.76% | +0.09% | -1.47% | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.74% | — | +39.16% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.73% | — | +1.55% | |
| 38 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.71% | +0.07% | +5.54% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.71% | — | +6.47% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.70% | — | -4.23% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.69% | -0.12% | -1.08% | |
| 42 | UL | Unilever PLC | 股票-非周期性消费 | 0.68% | — | -4.80% | |
| 43 | RTX | Rtx CORP | 股票-工业 | 0.63% | — | -0.57% | |
| 44 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-其他 | 0.62% | +0.17% | — | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.62% | — | +8.80% | |
| 46 | GPIQ | Gs Nasdaq-100 Pr INC Etf-usd | ETF-科技型 | 0.61% | — | +799.48% | |
| 47 | GOOD | Gladstone Commercial CORP | 股票-其他 | 0.60% | — | -0.22% | |
| 48 | VZ | Verizon Communications INC | 股票-通信服务 | 0.60% | +0.06% | -0.65% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.60% | +0.07% | +0.56% | |
| 50 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.59% | — | +1.60% |