CIK: 0001757706
申报总市值
US$4.1亿
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 9.08% | -0.40% | -4.39% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 8.21% | — | -2.86% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 7.68% | -0.14% | -0.53% | |
| 4 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-其他 | 6.55% | — | +18.70% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 5.22% | +0.12% | -1.88% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.82% | +0.03% | +21.89% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.65% | -0.56% | -9.18% | |
| 8 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 3.35% | — | -2.13% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.58% | +0.41% | +22.61% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.57% | +0.18% | -0.34% | |
| 11 | XLF | Ss Financial Select Sector | ETF-其他 | 2.40% | -2.08% | EXIT | |
| 12 | AAPL | Apple INC | 股票-科技 | 2.39% | +0.12% | +2.33% | |
| 13 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 2.29% | -0.02% | +11.48% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.12% | -0.10% | -2.38% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.11% | -0.01% | +0.85% | |
| 16 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 2.09% | -0.57% | +92.53% | |
| 17 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 1.68% | +0.22% | +5.00% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.57% | — | +5.67% | |
| 19 | LVHI | Franklin International Low V | ETF-其他 | 1.45% | +0.13% | +5.61% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.44% | -0.01% | -1.09% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.38% | — | -7.88% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.16% | — | -3.05% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.15% | +0.10% | -1.55% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.14% | -0.03% | -9.35% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.13% | +0.03% | -29.65% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.12% | — | +1.79% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.09% | +0.01% | +0.85% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.91% | +0.05% | +1.88% | |
| 29 | KBE | Ss Spdr S&p Bank ETF | ETF-其他 | 0.87% | — | -2.90% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.70% | — | +1.10% | |
| 31 | AVGO | Broadcom INC | 股票-科技 | 0.60% | +0.03% | -5.47% | |
| 32 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-其他 | 0.56% | +0.32% | +3.26% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | — | +9.63% | |
| 34 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-其他 | 0.50% | +0.16% | — | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.46% | — | -7.58% | |
| 36 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.43% | +0.20% | — | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.41% | — | -0.15% | |
| 38 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.40% | — | -3.88% | |
| 39 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 0.38% | — | +4.95% | |
| 40 | EUSA | Ishares Msci USA Equal Weigh | ETF-其他 | 0.37% | — | +0.54% | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.37% | — | +0.94% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.36% | — | +0.33% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | — | +6.35% | |
| 44 | BX | Blackstone INC | 股票-金融 | 0.34% | — | +0.90% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | — | -1.78% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.33% | — | -6.57% | |
| 47 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.33% | +0.07% | +104.38% | |
| 48 | MO | Altria Group INC | 股票-非周期性消费 | 0.29% | — | +10.71% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.28% | — | +20.26% | |
| 50 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.28% | — | +8.56% |