CIK: 0001715740
申报总市值
US$26.0亿
仅显示前 200 大持股（共 1146 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 | XOM | Exxon Mobil CORP | 股票-能源 | 7.05% | +1.26% | +0.83% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.06% | -0.43% | -1.75% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 5.21% | — | -0.03% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 5.03% | -0.40% | -18.49% | |
| 5 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 3.95% | +0.33% | +0.65% | |
| 6 | IQLT | Ishares Msci International Q | ETF-其他 | 2.98% | — | -23.87% | |
| 7 | UITB | Victoryshares Core Intermedi | ETF-其他 | 2.92% | -0.05% | +1.57% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.91% | — | -25.30% | |
| 9 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 2.83% | +0.06% | +92.97% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.51% | — | +1.32% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.46% | -0.21% | +9522.23% | |
| 12 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 2.31% | -0.06% | +2.06% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.21% | — | -34.31% | |
| 14 | CGDV | Cap Group Dividend Value | ETF-其他 | 2.13% | — | +1.10% | |
| 15 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 2.03% | -0.02% | +3.47% | |
| 16 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 1.93% | — | +3.10% | |
| 17 | FLQM | Franklin U.s. Mid Cap Multif | ETF-其他 | 1.88% | — | +8.81% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.38% | -0.14% | -0.44% | |
| 19 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.32% | -0.24% | +803.76% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.26% | -0.17% | +1.76% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.87% | -0.13% | +54.55% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | -0.34% | +2.11% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 0.75% | +0.36% | +1148.26% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.72% | — | -0.34% | |
| 25 | BLK | Blackrock INC | 股票-金融 | 0.70% | — | — | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.69% | — | +3.26% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 0.69% | +0.11% | -12.78% | |
| 28 | CAT | Caterpillar INC | 股票-工业 | 0.69% | — | -6.72% | |
| 29 | CME | Cme Group INC | 股票-金融 | 0.68% | — | +10.74% | |
| 30 | PCAR | Paccar INC | 股票-工业 | 0.65% | -0.18% | +21.66% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.65% | -0.11% | +0.54% | |
| 32 | NFLX | Netflix INC | 股票-通信服务 | 0.64% | +0.07% | +1.07% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.61% | — | -1.53% | |
| 34 | CRM | Salesforce INC | 股票-科技 | 0.61% | — | +1.54% | |
| 35 | PANW | Palo Alto Networks INC | 股票-科技 | 0.60% | — | +0.92% | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.57% | — | +2.55% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工业 | 0.54% | -0.15% | -11.60% | |
| 38 | T | At&t INC | 股票-通信服务 | 0.54% | — | -0.92% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.53% | — | +15.15% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.52% | — | +10.36% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | -0.14% | -0.54% | |
| 42 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.52% | +0.07% | -0.78% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.52% | — | +3.50% | |
| 44 | DUK | Duke Energy CORP | 股票-公用事业 | 0.52% | — | -11.80% | |
| 45 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.51% | — | -0.60% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.51% | — | +0.10% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.49% | — | -9.48% | |
| 48 | PNC | Pnc Financial Services Group | 股票-金融 | 0.49% | — | -19.62% | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.47% | — | +0.46% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.47% | — | -0.45% |