CIK: 0001721242
申报总市值
US$27.4亿
仅显示前 200 大持股（共 982 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 | NOW | Servicenow INC | 股票-科技 | 5.97% | -4.64% | -0.13% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.73% | -0.17% | +2.33% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.70% | — | +11.94% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.51% | -0.41% | +14.14% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.41% | -0.07% | -1.38% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.22% | -0.20% | +5.56% | |
| 7 | NDOW | Anydrus Advantage ETF | ETF-其他 | 1.93% | +0.11% | +8.11% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.66% | -0.17% | -3.21% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.50% | — | -1.10% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.44% | -0.17% | +4.10% | |
| 11 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.31% | -0.16% | +5.05% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.24% | — | -2.81% | |
| 13 | BMI | Badger Meter INC | 股票-科技 | 1.22% | -0.13% | +0.08% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.18% | -0.12% | +7.86% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.18% | +0.16% | +4.86% | |
| 16 | RSEE | Rareview Systematic Equity | ETF-其他 | 1.15% | — | -1.10% | |
| 17 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 1.09% | — | +459.36% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.08% | — | +12.62% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.02% | -0.16% | +4.75% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.97% | +0.18% | -13.90% | |
| 21 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.93% | — | +20.17% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.77% | — | +13.05% | |
| 23 | TSLA | Tesla INC | 股票-周期性消费 | 0.76% | -0.19% | -6.28% | |
| 24 | OZ | Belpointe Prep Llc- Class A | 股票-其他 | 0.75% | — | -0.28% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.74% | +0.15% | +3.96% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.73% | +0.15% | -53.43% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.67% | — | +5.43% | |
| 28 | RTRE | Rareview Total Return Bd ETF | ETF-其他 | 0.66% | +0.23% | -10.67% | |
| 29 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.62% | — | +12.98% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.62% | — | +21.49% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | +4.36% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.59% | — | +30.47% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.57% | — | +20.44% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | — | -3.99% | |
| 35 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.56% | — | -1.28% | |
| 36 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 0.55% | — | +26.80% | |
| 37 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.53% | -0.13% | +2.48% | |
| 38 | GE | General Electric | 股票-工业 | 0.51% | — | -3.23% | |
| 39 | NFLX | Netflix INC | 股票-通信服务 | 0.51% | — | +0.67% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.50% | — | +3.57% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | +0.14% | +4.03% | |
| 42 | GHTA | Goose Hollow Tactical Alloc | ETF-其他 | 0.48% | — | +1.58% | |
| 43 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.47% | — | +22.04% | |
| 44 | CLIP | Global X 1-3 Month T-bill | ETF-其他 | 0.46% | — | +17.11% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.44% | — | -1.71% | |
| 46 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.43% | +0.16% | +3.63% | |
| 47 | RDFI | Rareview Dynamic Fixed Incom | ETF-其他 | 0.43% | — | -10.14% | |
| 48 | SNTH | Mrp Synthequity ETF | ETF-其他 | 0.41% | +0.11% | +2760.18% | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.41% | — | +1.38% | |
| 50 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.39% | -0.13% | -70.19% |