CIK: 0001697857
申报总市值
US$2.5亿
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 38.39% | +29.58% | -4.02% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 18.18% | — | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 7.78% | — | -0.17% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 7.37% | — | +3.03% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.87% | -1.37% | +1.58% | |
| 6 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 2.38% | — | +5.19% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.85% | -0.65% | +14.95% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 1.77% | — | +13.82% | |
| 9 | SPXL | Direxion Daily S&p 500 Bull | ETF-大型股与成长 | 1.57% | +3.96% | NEW | |
| 10 | SIL | Global X Silver Miners ETF | ETF-避险与商品 | 1.48% | — | +1.72% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.35% | — | +7.01% | |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.17% | — | +5.58% | |
| 13 | DJP | Ipath Bloomberg Commodity In | ETF-避险与商品 | 0.88% | — | -0.06% | |
| 14 | AAPL | Apple INC | 股票-科技 | 0.82% | -0.47% | -5.61% | |
| 15 | RING | Ishares Msci Global Gold Min | ETF-避险与商品 | 0.69% | — | +22.50% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.66% | +0.17% | -1.77% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.60% | -0.94% | +7.87% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.56% | — | +24.25% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.55% | +0.04% | — | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.49% | +7.18% | NEW | |
| 21 | LSPD | Lightspeed Commerce INC | 股票-其他 | 0.35% | — | — | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.34% | -0.11% | -9.00% | |
| 23 | IYT | Ishares US Transportation Et | ETF-其他 | 0.32% | — | -7.99% | |
| 24 | TSLA | Tesla INC | 股票-周期性消费 | 0.30% | — | -41.16% | |
| 25 | SPGI | S&p Global INC | 股票-金融 | 0.27% | — | +42.87% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.25% | — | -3.89% | |
| 27 | WOLF* | Wolfspeed INC | 股票-其他 | 0.24% | — | — | |
| 28 | GRAB | Grab Holdings Limited | 股票-科技 | 0.23% | — | — | |
| 29 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 0.22% | — | -0.16% | |
| 30 | SSYS | Stratasys Ltd. | 股票-其他 | 0.21% | — | — | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.19% | +0.10% | NEW | |
| 32 | PFE | Pfizer INC | 股票-医疗保健 | 0.18% | — | +25.28% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.18% | — | +50.18% | |
| 34 | 0VVB | Paramount Global-class B | 股票-其他 | 0.18% | — | — | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.17% | — | +86.80% | |
| 36 | PENN | Penn Entertainment INC | 股票-周期性消费 | 0.17% | — | — | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.16% | -0.49% | EXIT | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.15% | — | +0.54% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.15% | — | -3.59% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.15% | — | -4.06% | |
| 41 | MQ | Marqeta Inc-a | 股票-其他 | 0.15% | — | — | |
| 42 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.15% | — | -53.24% | |
| 43 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.14% | — | — | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.14% | — | — | |
| 45 | AFRM | Affirm Holdings INC | 股票-金融 | 0.13% | — | +20.41% | |
| 46 | S9Q | Spirit Aerosystems Hold-cl A | 股票-其他 | 0.12% | — | — | |
| 47 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 0.12% | -0.53% | -5.90% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.12% | — | -25.78% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.11% | — | -2.29% | |
| 50 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.11% | -0.29% | — |