CIK: 0001592613
申报总市值
US$6.3亿
仅显示前 200 大持股（共 381 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 | AAPL | Apple INC | 股票-科技 | 7.58% | -0.38% | -7.95% | |
| 2 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 5.66% | — | -10.16% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.10% | -0.16% | -0.54% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.44% | -0.64% | -2.45% | |
| 5 | KONG | Formidable Fortress ETF | ETF-其他 | 3.02% | -0.06% | -5.60% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.92% | -0.62% | +7.55% | |
| 7 | FORH | Formidable ETF | ETF-其他 | 2.75% | — | -6.42% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.01% | -0.10% | -3.20% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.98% | -0.28% | -0.57% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.39% | — | -1.11% | |
| 11 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.37% | -0.18% | +23.91% | |
| 12 | TSLA | Tesla INC | 股票-周期性消费 | 1.36% | -0.14% | +1.98% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.34% | -0.05% | +0.17% | |
| 14 | XEXGX | Eaton Vance Tax-managed Glob | 股票-其他 | 1.24% | -0.09% | -7.96% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.24% | -0.08% | -0.78% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.10% | -0.06% | -14.00% | |
| 17 | GGN | Gamco Glbl Gold Ntrl Res INC | 股票-其他 | 1.10% | — | -4.00% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 1.00% | -0.08% | -8.47% | |
| 19 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 0.96% | -0.22% | +4.37% | |
| 20 | CHE | Chemed CORP | 股票-医疗保健 | 0.94% | -0.13% | -13.91% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.87% | — | -4.53% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.86% | -0.27% | -6.68% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.82% | — | +2.08% | |
| 24 | NEE | Nextera Energy INC | 股票-公用事业 | 0.78% | +0.15% | -1.42% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | +0.34% | -22.69% | |
| 26 | ECAT | Blackrock Esg Cap All Trm Tr | 股票-其他 | 0.72% | -0.08% | +2.14% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.68% | — | +0.89% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.68% | — | +1.61% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | -0.09% | -0.25% | |
| 30 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公债 | 0.59% | — | -13.76% | |
| 31 | ACTG | Acacia Research CORP | 股票-其他 | 0.58% | — | -3.67% | |
| 32 | FLUX | Flux Power Holdings INC | 股票-其他 | 0.54% | — | -8.94% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.54% | — | -8.60% | |
| 34 | WMT | Walmart INC | 股票-非周期性消费 | 0.54% | — | -0.95% | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.53% | -0.08% | +0.08% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.53% | +0.23% | -13.62% | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.51% | -0.09% | -11.65% | |
| 38 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 0.50% | +0.15% | +100.06% | |
| 39 | ADBE | Adobe INC | 股票-科技 | 0.49% | -0.13% | -9.68% | |
| 40 | ASML | ASML Holding N.V. | 股票-科技 | 0.47% | — | -1.80% | |
| 41 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.46% | — | -6.98% | |
| 42 | XEVTX | Eaton Vance Tax-adv Dvd INC | 股票-其他 | 0.44% | — | -14.18% | |
| 43 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.44% | — | +10.95% | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.44% | -0.11% | +7.12% | |
| 45 | HQL | Abrdn Life Sciences Investor | 股票-其他 | 0.41% | — | +27.27% | |
| 46 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.39% | +0.27% | +232.99% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.38% | — | +1.73% | |
| 48 | VZ | Verizon Communications INC | 股票-通信服务 | 0.37% | — | -4.74% | |
| 49 | VKTX | Viking Therapeutics INC | 股票-医疗保健 | 0.37% | — | -2.86% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.36% | — | -2.70% |