CIK: 0001800465
申报总市值
US$12.4亿
仅显示前 200 大持股（共 391 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 | 4.13% | -0.17% | -0.46% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.09% | -0.66% | -0.05% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.89% | +0.26% | +1.32% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.82% | +0.38% | +0.75% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.55% | -0.50% | -1.59% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.53% | -0.20% | -0.83% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.51% | -0.17% | -0.84% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.22% | -0.16% | +1.00% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.92% | — | -2.27% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.85% | — | +0.65% | |
| 11 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 1.81% | -0.13% | +2.05% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.63% | +0.11% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.54% | -0.11% | -3.80% | |
| 14 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 1.46% | — | +8.73% | |
| 15 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 1.39% | — | -2.14% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.25% | -0.37% | -1.05% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.20% | +0.19% | -7.35% | |
| 18 | IYF | Ishares US Financials ETF | ETF-其他 | 1.15% | -0.10% | +0.38% | |
| 19 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.10% | — | -0.99% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | -0.14% | -3.38% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.09% | -0.29% | +0.48% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.04% | +0.17% | -2.26% | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.02% | — | +1.82% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.00% | -0.13% | -0.80% | |
| 25 | QCOM | Qualcomm INC | 股票-科技 | 1.00% | -0.23% | -3.67% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.99% | -0.13% | -3.74% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.96% | — | +8.46% | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.94% | — | -0.39% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.94% | — | +0.06% | |
| 30 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.91% | +0.07% | +1.03% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.85% | — | -4.11% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.83% | — | +1.52% | |
| 33 | FUMB | First Trust Ultra Short Dur | ETF-其他 | 0.83% | +0.07% | +5.32% | |
| 34 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 0.80% | +0.12% | +0.06% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.77% | -0.12% | -2.65% | |
| 36 | RTX | Rtx CORP | 股票-工业 | 0.77% | — | -3.82% | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.76% | — | +0.85% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.73% | — | +0.60% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.70% | — | -0.47% | |
| 40 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-其他 | 0.69% | +0.17% | +4.78% | |
| 41 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.68% | +0.07% | +6.95% | |
| 42 | GPIQ | Gs Nasdaq-100 Pr INC Etf-usd | ETF-科技型 | 0.66% | — | -0.50% | |
| 43 | KMI | Kinder Morgan INC | 股票-能源 | 0.65% | +0.09% | -4.58% | |
| 44 | XRNPX | Cohen & Steers Reit And Pref | 股票-其他 | 0.63% | +0.21% | +10.36% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | — | +2.12% | |
| 46 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.60% | — | +6.16% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.59% | — | +7.04% | |
| 48 | VZ | Verizon Communications INC | 股票-通信服务 | 0.58% | +0.06% | -3.99% | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.57% | — | +0.22% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.57% | +0.07% | -1.26% |