CIK: 0001706351
申报总市值
US$6.6亿
仅显示前 200 大持股（共 242 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 12.82% | +0.34% | -1.42% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 6.30% | +0.17% | -1.04% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.99% | +0.14% | -1.19% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.92% | — | +0.01% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.84% | -0.22% | -0.47% | |
| 6 | UPS | United Parcel Service-cl B | 股票-工业 | 4.41% | +0.25% | -0.10% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.14% | -0.77% | -3.26% | |
| 8 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 2.33% | — | -2.11% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.18% | +0.05% | -2.72% | |
| 10 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 2.10% | -0.24% | — | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.01% | -0.14% | +0.83% | |
| 12 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 2.00% | — | -0.52% | |
| 13 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 1.81% | — | +2.11% | |
| 14 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-其他 | 1.65% | +0.18% | +0.77% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.60% | — | -2.06% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.44% | -0.15% | -1.46% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.32% | -0.15% | +0.49% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.29% | -0.14% | +1.23% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.26% | +0.03% | +0.02% | |
| 20 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.26% | — | -4.92% | |
| 21 | HD | Home Depot INC | 股票-周期性消费 | 1.24% | -0.01% | -1.48% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.21% | -0.16% | -2.87% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.17% | — | -7.34% | |
| 24 | DAR | Darling Ingredients INC | 股票-非周期性消费 | 1.08% | +0.74% | -1.00% | |
| 25 | MA | Mastercard INC - A | 股票-金融 | 1.07% | -0.11% | +0.02% | |
| 26 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.07% | -0.01% | -4.15% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.97% | — | -4.75% | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 0.94% | +0.14% | -65.96% | |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.86% | — | -8.70% | |
| 30 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 0.84% | — | -4.52% | |
| 31 | WM | Waste Management INC | 股票-工业 | 0.83% | — | -0.14% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.78% | -0.09% | +1.76% | |
| 33 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.74% | — | -4.46% | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.68% | — | -5.62% | |
| 35 | AVGO | Broadcom INC | 股票-科技 | 0.65% | -0.10% | +21.02% | |
| 36 | APP | Applovin Corp-class A | 股票-科技 | 0.61% | -0.24% | -11.75% | |
| 37 | VPLS | Vanguard Core-plus Bond ETF | ETF-其他 | 0.59% | — | -3.52% | |
| 38 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 0.58% | — | -4.54% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.54% | — | -2.05% | |
| 40 | CSX | Csx CORP | 股票-工业 | 0.49% | +0.10% | +0.05% | |
| 41 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.48% | — | -5.69% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | +0.21% | -1.86% | |
| 43 | TSLA | Tesla INC | 股票-周期性消费 | 0.45% | -0.09% | +1.63% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | -0.11% | +0.46% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.43% | — | — | |
| 46 | BLK | Blackrock INC | 股票-金融 | 0.42% | -0.02% | -0.22% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.37% | — | -0.42% | |
| 48 | LII | Lennox International INC | 股票-工业 | 0.36% | -0.10% | +52.34% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.35% | — | -3.87% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | -0.06% | -26.19% |