CIK: 0001715740
申报总市值
US$26.0亿
仅显示前 200 大持股（共 1584 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 | 6.69% | +1.26% | +0.45% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.20% | -0.43% | -0.07% | |
| 3 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 5.17% | +0.33% | -0.88% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 4.79% | -0.40% | +3.73% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-其他 | 4.17% | — | +0.03% | |
| 6 | UITB | Victoryshares Core Intermedi | ETF-其他 | 3.78% | -0.05% | +3.26% | |
| 7 | RECS | Columbia Resear Enh Cor ETF | ETF-其他 | 3.67% | -0.24% | +0.76% | |
| 8 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 3.62% | -0.06% | -26.21% | |
| 9 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 2.87% | -0.02% | +3.66% | |
| 10 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 2.68% | +0.06% | +4.55% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.68% | -0.24% | -0.64% | |
| 12 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 2.56% | -0.25% | -0.50% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.19% | — | +0.10% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.96% | — | +3.80% | |
| 15 | AUSF | Global X Adaptive US Factor | ETF-其他 | 1.78% | +0.02% | +3.11% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.46% | -0.14% | -8.63% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.34% | — | — | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.21% | -0.17% | +1.67% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.19% | — | +1.93% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.14% | -0.13% | -23.67% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.94% | -0.34% | +16.69% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.80% | — | +1.65% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.73% | — | -0.83% | |
| 24 | SPGI | S&p Global INC | 股票-金融 | 0.73% | -0.15% | -4.38% | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 0.70% | — | -0.46% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.70% | -0.11% | +20.89% | |
| 27 | PCAR | Paccar INC | 股票-工业 | 0.64% | -0.18% | +0.36% | |
| 28 | CME | Cme Group INC | 股票-金融 | 0.63% | — | -0.28% | |
| 29 | PANW | Palo Alto Networks INC | 股票-科技 | 0.58% | — | +5.77% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.58% | — | -4.60% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.56% | +0.11% | -3.65% | |
| 32 | AMAT | Applied Materials INC | 股票-科技 | 0.56% | -0.11% | -10.75% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.55% | — | +6.50% | |
| 34 | PNC | Pnc Financial Services Group | 股票-金融 | 0.53% | — | -0.97% | |
| 35 | NFLX | Netflix INC | 股票-通信服务 | 0.52% | +0.07% | +1017.45% | |
| 36 | LMT | Lockheed Martin CORP | 股票-工业 | 0.51% | -0.15% | -3.63% | |
| 37 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.51% | — | +0.06% | |
| 38 | TFC | Truist Financial CORP | 股票-金融 | 0.50% | — | -1.28% | |
| 39 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 0.49% | — | +3.93% | |
| 40 | MDT | Medtronic plc | 股票-医疗保健 | 0.49% | — | -0.27% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.49% | — | +4.24% | |
| 42 | PRU | Prudential Financial INC | 股票-金融 | 0.48% | -0.47% | +2.70% | |
| 43 | DUK | Duke Energy CORP | 股票-公用事业 | 0.48% | — | +2.01% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.48% | — | +4.30% | |
| 45 | AVGO | Broadcom INC | 股票-科技 | 0.48% | +0.36% | +18.23% | |
| 46 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.47% | — | +5.56% | |
| 47 | PFE | Pfizer INC | 股票-医疗保健 | 0.47% | +0.06% | -0.52% | |
| 48 | KMI | Kinder Morgan INC | 股票-能源 | 0.46% | +0.10% | +0.98% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.46% | -0.14% | +3.88% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | — | +0.36% |