CIK: 0001721242
申报总市值
US$27.4亿
仅显示前 200 大持股（共 1159 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 | 5.13% | -0.07% | +5.74% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.12% | -0.41% | -32.48% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.31% | — | -19.33% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.30% | — | -1.23% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.89% | +0.16% | -2.09% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.72% | -0.17% | +2.23% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.65% | — | +1.28% | |
| 8 | OZ | Belpointe Prep Llc- Class A | 股票-其他 | 1.35% | — | +122.50% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.26% | +0.15% | +232.01% | |
| 10 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.04% | — | +159.23% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.93% | — | -9.71% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.86% | — | +1997.29% | |
| 13 | SH1USD | Proshares Short S&p500 | ETF-其他 | 0.85% | — | +26.09% | |
| 14 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-其他 | 0.80% | — | +174.26% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 0.76% | -0.12% | +1.17% | |
| 16 | RSEE | Rareview Systematic Equity | ETF-其他 | 0.76% | — | +195.38% | |
| 17 | TSLA | Tesla INC | 股票-周期性消费 | 0.72% | -0.19% | +218.17% | |
| 18 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.72% | — | +1.56% | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.71% | — | -41.91% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.70% | — | +35.06% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.68% | -0.17% | +3.43% | |
| 22 | RDFI | Rareview Dynamic Fixed Incom | ETF-其他 | 0.68% | — | -17.70% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.68% | — | -1.53% | |
| 24 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.63% | — | -25.60% | |
| 25 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.63% | — | +1108.18% | |
| 26 | ✓ | Proshares Tr | 股票-其他 | 0.59% | — | — | |
| 27 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.58% | — | -39.83% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.58% | — | +1983.04% | |
| 29 | VZ | Verizon Communications INC | 股票-通信服务 | 0.54% | — | +46.43% | |
| 30 | GHTA | Goose Hollow Tactical Alloc | ETF-其他 | 0.53% | — | — | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.52% | — | +22.84% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | +0.13% | -3.79% | |
| 33 | BMI | Badger Meter INC | 股票-科技 | 0.51% | -0.13% | +0.16% | |
| 34 | ABBV | Abbvie INC | 股票-医疗保健 | 0.51% | — | +22.76% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | — | -18.72% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.44% | +0.16% | -6.13% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.43% | — | -9.60% | |
| 38 | PXDEUR | Pioneer Natural Resources Co | 股票-其他 | 0.43% | — | +680.08% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.42% | +0.18% | +14.86% | |
| 40 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.41% | — | +12.16% | |
| 41 | NEE | Nextera Energy INC | 股票-公用事业 | 0.41% | +0.11% | +35.24% | |
| 42 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.40% | — | +688.37% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.39% | — | -13.28% | |
| 44 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.39% | — | +0.55% | |
| 45 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.39% | — | -49.85% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.38% | — | +11.18% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.38% | — | +4.48% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.37% | +0.11% | -24.71% | |
| 49 | GS | Goldman Sachs Group INC | 股票-金融 | 0.37% | — | +1.67% | |
| 50 | XLE | Ss Energy Select Sector | ETF-其他 | 0.37% | +0.11% | -18.63% |