CIK: 0001715740
申报总市值
US$26.0亿
仅显示前 200 大持股（共 1411 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 | 7.39% | +1.26% | -1.15% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.90% | -0.43% | +0.18% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 5.10% | -0.40% | +0.99% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.81% | — | -0.36% | |
| 5 | UITB | Victoryshares Core Intermedi | ETF-其他 | 3.99% | -0.05% | +2.35% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-其他 | 3.91% | — | +89.28% | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 3.76% | +0.33% | -0.85% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 3.68% | -0.24% | +0.91% | |
| 9 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 3.07% | -0.02% | +46.06% | |
| 10 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 2.56% | +0.06% | -5.10% | |
| 11 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 2.35% | -0.06% | -4.52% | |
| 12 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 2.27% | -0.25% | +17727.94% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.14% | — | -0.28% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.07% | — | -30.52% | |
| 15 | FLQM | Franklin U.s. Mid Cap Multif | ETF-其他 | 1.78% | — | +0.88% | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.64% | -0.21% | +1.26% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.33% | -0.14% | -0.93% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.26% | -0.17% | +8.43% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.96% | — | +54.56% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.92% | -0.13% | +0.32% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.90% | -0.34% | -8.05% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.75% | — | +0.93% | |
| 23 | CME | Cme Group INC | 股票-金融 | 0.72% | — | -10.95% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.72% | — | +23.17% | |
| 25 | BLK | Blackrock INC | 股票-金融 | 0.70% | — | +1.54% | |
| 26 | NFLX | Netflix INC | 股票-通信服务 | 0.67% | +0.07% | +1.52% | |
| 27 | TFC | Truist Financial CORP | 股票-金融 | 0.66% | — | +1.71% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.65% | — | +9.64% | |
| 29 | PCAR | Paccar INC | 股票-工业 | 0.65% | -0.18% | +1.70% | |
| 30 | RSG | Republic Services INC | 股票-工业 | 0.61% | — | +58.54% | |
| 31 | AVGO | Broadcom INC | 股票-科技 | 0.60% | +0.36% | +75.69% | |
| 32 | SPGI | S&p Global INC | 股票-金融 | 0.60% | -0.15% | +36.97% | |
| 33 | CRM | Salesforce INC | 股票-科技 | 0.59% | — | +10.54% | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.59% | — | +0.09% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.58% | +0.11% | +1.20% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事业 | 0.57% | — | +3.07% | |
| 37 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.57% | — | +0.21% | |
| 38 | PANW | Palo Alto Networks INC | 股票-科技 | 0.57% | — | -6.03% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.56% | -0.11% | -16.67% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工业 | 0.55% | -0.15% | +32.22% | |
| 41 | KMI | Kinder Morgan INC | 股票-能源 | 0.55% | +0.10% | +8358.68% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | — | +6.86% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | -0.14% | +3.56% | |
| 44 | PNC | Pnc Financial Services Group | 股票-金融 | 0.53% | — | +14.77% | |
| 45 | PRU | Prudential Financial INC | 股票-金融 | 0.53% | -0.47% | +67.90% | |
| 46 | MA | Mastercard INC - A | 股票-金融 | 0.51% | — | +1.26% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.51% | — | +3.50% | |
| 48 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.50% | — | +0.88% | |
| 49 | DOW | Dow INC | 股票-原材料 | 0.49% | — | +12605.40% | |
| 50 | PODD | Insulet CORP | 股票-医疗保健 | 0.48% | -0.18% | +64.26% |