CIK: 0001667163
申报总市值
US$1.7亿
仅显示前 200 大持股（共 530 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 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.94% | — | +5.68% | |
| 2 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 4.44% | — | -2.32% | |
| 3 | GLD | Spdr Gold Shares | ETF-避险与商品 | 3.76% | — | +2.48% | |
| 4 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 3.70% | — | +2.97% | |
| 5 | XLF | Ss Financial Select Sector | ETF-其他 | 3.38% | — | +11.39% | |
| 6 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 3.26% | — | +2.90% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.24% | — | +7.20% | |
| 8 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 3.19% | — | -2.79% | |
| 9 | ✓ | Ishares | 股票-其他 | 2.88% | — | -24.91% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.49% | — | +0.35% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.37% | — | -8.24% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.25% | — | +8.26% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.11% | — | +6.20% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.04% | — | +5.48% | |
| 15 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 2.03% | — | +3.59% | |
| 16 | LMT | Lockheed Martin CORP | 股票-工业 | 1.66% | — | -16.13% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.50% | — | -3.82% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.45% | — | +2217.41% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.33% | — | +1.84% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.15% | — | +1.31% | |
| 21 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 1.13% | — | +2.58% | |
| 22 | T | At&t INC | 股票-通信服务 | 1.11% | — | +5.81% | |
| 23 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.10% | — | +0.96% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.10% | — | -0.16% | |
| 25 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.06% | — | +13.23% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.05% | — | +4.36% | |
| 27 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.99% | — | +9.83% | |
| 28 | XLE | Ss Energy Select Sector | ETF-其他 | 0.97% | — | +10.02% | |
| 29 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.94% | — | +9.26% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.93% | — | +15.07% | |
| 31 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.88% | — | -13.93% | |
| 32 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.87% | — | +8.70% | |
| 33 | FDIS | Fidelity Msci Cons Discr Ind | ETF-其他 | 0.84% | — | -0.09% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | — | +5.98% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.79% | — | -7.87% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.78% | — | +64.58% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.77% | — | -0.21% | |
| 38 | MA | Mastercard INC - A | 股票-金融 | 0.76% | — | +6.77% | |
| 39 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.75% | — | +0.83% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.71% | — | +10.26% | |
| 41 | CRM | Salesforce INC | 股票-科技 | 0.68% | — | +2.65% | |
| 42 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.66% | — | +0.15% | |
| 43 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.64% | — | +5.99% | |
| 44 | PAYAUSD | Paya Holdings INC | 股票-其他 | 0.62% | — | +9.61% | |
| 45 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.61% | — | +7.20% | |
| 46 | GEM | Goldman Sachs Activebeta Em | ETF-避险与商品 | 0.60% | — | +1273.88% | |
| 47 | BA | Boeing Co/the | 股票-工业 | 0.58% | — | -8.78% | |
| 48 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.57% | — | +0.52% | |
| 49 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 0.57% | — | -7.55% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.55% | — | +3.00% |