CIK: 0001671716
申报总市值
US$12.0亿
仅显示前 200 大持股（共 241 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 | MSFT | Microsoft CORP | 股票-科技 | 10.37% | -0.27% | +0.39% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.30% | — | +214.48% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.14% | — | +10.25% | |
| 4 | ARKK | Ark Innovation ETF | ETF-其他 | 3.48% | — | +157.25% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.46% | +1.32% | +1.38% | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 3.35% | — | — | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.85% | +0.74% | +4.13% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.52% | +0.43% | -1.92% | |
| 9 | GSST | Goldman Sachs Ultra Short Bo | ETF-避险与商品 | 2.28% | — | +4.28% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.26% | +0.23% | +106.53% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.21% | -0.64% | +2233.48% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.19% | +0.36% | +5.27% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.13% | -0.12% | +5615.50% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.79% | -0.16% | +14.40% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.73% | +0.58% | +9.21% | |
| 16 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.48% | +0.23% | +17.18% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.44% | — | +4.58% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.43% | +0.53% | +11.83% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.42% | — | +1.84% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.40% | +0.20% | +1.13% | |
| 21 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.16% | -0.13% | +0.91% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 1.06% | +0.31% | +2.40% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.02% | +0.50% | +28.04% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.98% | +0.32% | +3.52% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.83% | -0.50% | +0.99% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.77% | -0.76% | +0.32% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | — | +7.31% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.76% | — | +9.18% | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.74% | -0.20% | +6.75% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | +7.94% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | — | +8.58% | |
| 32 | PCAR | Paccar INC | 股票-工业 | 0.70% | — | +7.52% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.69% | — | +0.09% | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.69% | — | -7.29% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.69% | — | +9.23% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.66% | +1.39% | +58.04% | |
| 37 | FTNT | Fortinet INC | 股票-科技 | 0.61% | -0.66% | EXIT | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.59% | — | +9.86% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | — | +6.64% | |
| 40 | DHR | Danaher CORP | 股票-医疗保健 | 0.53% | — | +13.34% | |
| 41 | AMGN | Amgen INC | 股票-医疗保健 | 0.53% | — | +16.02% | |
| 42 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.51% | — | +8.03% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.49% | — | -1.99% | |
| 44 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.47% | -0.20% | +3.31% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.47% | -0.33% | +0.24% | |
| 46 | PEP | Pepsico INC | 股票-非周期性消费 | 0.44% | — | -0.40% | |
| 47 | CTAS | Cintas CORP | 股票-工业 | 0.42% | — | +2.43% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.41% | — | +14.17% | |
| 49 | NOC | Northrop Grumman CORP | 股票-工业 | 0.40% | — | +8.77% | |
| 50 | ADBE | Adobe INC | 股票-科技 | 0.40% | -0.19% | +9.29% |