CIK: 0001671716
申报总市值
US$12.0亿
仅显示前 200 大持股（共 277 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 | 11.27% | -0.27% | -2.59% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.89% | — | +4.27% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.22% | — | -1.41% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.49% | +1.32% | +1.90% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.48% | -0.12% | +44.97% | |
| 6 | ARKK | Ark Innovation ETF | ETF-其他 | 3.13% | — | — | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.01% | +0.74% | -1.36% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 2.66% | — | +44.78% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.41% | +0.43% | +2.98% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.35% | -0.64% | -2.36% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.23% | +0.36% | -2.80% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.10% | +0.23% | -0.59% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.70% | +1.39% | -0.07% | |
| 14 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.46% | -0.17% | — | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.44% | -0.16% | -6.67% | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.35% | +0.50% | +0.78% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.34% | +0.53% | -2.33% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.29% | — | -0.63% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.28% | — | +1.36% | |
| 20 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.25% | +0.23% | -15.12% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.25% | +0.20% | +0.18% | |
| 22 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.05% | -1.61% | +51.46% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.05% | +0.32% | +0.48% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 1.01% | +0.31% | -1.16% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.94% | -0.76% | +0.38% | |
| 26 | PCAR | Paccar INC | 股票-工业 | 0.89% | — | +0.08% | |
| 27 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.87% | -0.13% | -1.90% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.87% | — | -10.66% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.77% | +0.58% | -25.08% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.76% | -0.50% | +0.95% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | — | -2.94% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.67% | — | -3.21% | |
| 33 | FTNT | Fortinet INC | 股票-科技 | 0.66% | -0.66% | EXIT | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.65% | — | +0.18% | |
| 35 | GSST | Goldman Sachs Ultra Short Bo | ETF-避险与商品 | 0.64% | — | -27.57% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | — | -1.53% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.60% | — | -4.16% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | — | -1.39% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.56% | — | -2.28% | |
| 40 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.55% | -0.20% | -2.00% | |
| 41 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.55% | -0.20% | -2.29% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.51% | -0.33% | -1.04% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.46% | — | +3.76% | |
| 44 | ADBE | Adobe INC | 股票-科技 | 0.43% | -0.19% | -0.66% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | — | +0.93% | |
| 46 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.41% | — | -2.14% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.40% | — | -9.63% | |
| 48 | AMGN | Amgen INC | 股票-医疗保健 | 0.39% | — | -4.84% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.38% | — | -3.64% | |
| 50 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.37% | — | +0.53% |