CIK: 0001671716
申报总市值
US$12.0亿
仅显示前 200 大持股（共 256 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 | 9.87% | -0.27% | +0.56% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.06% | — | +0.19% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.64% | +1.32% | +2.39% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.61% | — | -7.24% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.77% | +0.74% | +0.89% | |
| 6 | ARKK | Ark Innovation ETF | ETF-其他 | 2.71% | — | — | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.47% | +0.43% | -0.82% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.39% | +0.36% | +2.07% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 2.25% | — | -23.68% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.25% | +0.23% | -6.20% | |
| 11 | GSST | Goldman Sachs Ultra Short Bo | ETF-避险与商品 | 1.89% | — | -10.61% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.83% | -0.64% | +3.97% | |
| 13 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.82% | +0.23% | +10.15% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.81% | +0.58% | +5.08% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.80% | -0.12% | -12.53% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.60% | -0.16% | -5.78% | |
| 17 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.52% | -0.17% | — | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.48% | — | -1.93% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.44% | +0.20% | -1.34% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.43% | — | -0.29% | |
| 21 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.26% | -1.61% | +282.63% | |
| 22 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.18% | -0.13% | -2.01% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.17% | +0.53% | +0.47% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.05% | +0.32% | +2.33% | |
| 25 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.03% | +0.50% | +4.36% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.98% | -0.76% | +89.40% | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 0.94% | +0.31% | -3.03% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | — | -0.10% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.78% | — | -0.79% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.78% | — | +0.14% | |
| 31 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.76% | -0.20% | -1.64% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | — | -1.43% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.72% | — | -1.37% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | +1.39% | +1.35% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | — | -0.43% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.67% | -0.50% | -0.58% | |
| 37 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.62% | -0.20% | +1.62% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.56% | — | +2.83% | |
| 39 | AMGN | Amgen INC | 股票-医疗保健 | 0.55% | — | -2.08% | |
| 40 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.55% | — | -0.57% | |
| 41 | DHR | Danaher CORP | 股票-医疗保健 | 0.55% | — | -1.31% | |
| 42 | FTNT | Fortinet INC | 股票-科技 | 0.52% | -0.66% | EXIT | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.52% | — | +11.33% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.52% | — | -4.63% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.51% | — | -2.10% | |
| 46 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.49% | — | +49.10% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | — | -0.07% | |
| 48 | PEP | Pepsico INC | 股票-非周期性消费 | 0.47% | — | -0.56% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.45% | -0.33% | +0.28% | |
| 50 | NOC | Northrop Grumman CORP | 股票-工业 | 0.44% | — | -1.09% |