CIK: 0001721242
申报总市值
US$27.4亿
仅显示前 200 大持股（共 1221 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 | 5.45% | -0.07% | +4.99% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.87% | — | -5.30% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.83% | -0.41% | +13.59% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.51% | +0.16% | +14.25% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.12% | — | +32.91% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.53% | — | -13.83% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | -0.17% | +7.26% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.16% | — | +6943.74% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.05% | -0.17% | +9.39% | |
| 10 | RDFI | Rareview Dynamic Fixed Incom | ETF-其他 | 0.99% | — | -5.92% | |
| 11 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.88% | — | +85.88% | |
| 12 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.88% | — | +38.72% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.85% | — | -12.79% | |
| 14 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.84% | — | +228.40% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 0.84% | -0.12% | +1.38% | |
| 16 | OZ | Belpointe Prep Llc- Class A | 股票-其他 | 0.79% | — | +16.78% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | — | +17.88% | |
| 18 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.75% | — | +0.92% | |
| 19 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.74% | — | +6.74% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.72% | — | +83.60% | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.69% | — | +28.87% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.64% | — | +2.78% | |
| 23 | XLE | Ss Energy Select Sector | ETF-其他 | 0.58% | +0.11% | -8.42% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.56% | — | +121.02% | |
| 25 | ABBV | Abbvie INC | 股票-医疗保健 | 0.55% | — | -17.25% | |
| 26 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.55% | — | +43.95% | |
| 27 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.54% | — | +21.59% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.53% | +0.11% | +97.41% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | +0.13% | -3.96% | |
| 30 | TSLX | Sixth Street Specialty Lendi | 股票-其他 | 0.50% | — | +165.93% | |
| 31 | BMI | Badger Meter INC | 股票-科技 | 0.50% | -0.13% | — | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.49% | -0.16% | +11.80% | |
| 33 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.49% | -0.13% | -23.51% | |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.47% | — | +39.22% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.47% | +0.16% | +32.45% | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.45% | -0.19% | -9.35% | |
| 37 | XLF | Ss Financial Select Sector | ETF-其他 | 0.44% | — | +63.63% | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.42% | — | +19.99% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | — | +21.08% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.39% | +0.18% | +40.34% | |
| 41 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.39% | — | -1.14% | |
| 42 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.39% | — | +166.25% | |
| 43 | VZ | Verizon Communications INC | 股票-通信服务 | 0.38% | — | +8.57% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.37% | — | -6.94% | |
| 45 | AVGO | Broadcom INC | 股票-科技 | 0.37% | — | +17.00% | |
| 46 | FTCS | First Trust Capital Strength | ETF-其他 | 0.35% | — | +11.56% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.35% | — | +279.05% | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.35% | — | +2.49% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.34% | — | +14.22% | |
| 50 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.34% | — | -54.65% |