CIK: 0001652103
申报总市值
US$25.0亿
仅显示前 200 大持股（共 226 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 | VUG | Vanguard Growth ETF | ETF-其他 | 7.64% | — | +5.32% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.39% | — | +6.23% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 4.48% | — | +0.00% | |
| 4 | UYLD | Angel Oak Ultrashort Income | ETF-其他 | 3.89% | — | +120.12% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.39% | — | +0.59% | |
| 6 | GSY | Invesco Ultra Short Duration | ETF-其他 | 2.02% | — | -43.95% | |
| 7 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 1.95% | — | +3.93% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.73% | — | -2.26% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.70% | — | +149.18% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.68% | — | +34.44% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.65% | — | +46.54% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.56% | — | -7.14% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.53% | — | +13.26% | |
| 14 | WMT | Walmart INC | 股票-非周期性消费 | 1.52% | — | +25.98% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.50% | — | +1.55% | |
| 16 | RTX | Rtx CORP | 股票-工业 | 1.50% | — | +2.23% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 1.33% | — | -29.47% | |
| 18 | WMB | Williams Cos INC | 股票-能源 | 1.31% | — | +1.89% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工业 | 1.31% | — | +2.29% | |
| 20 | AMD | Advanced Micro Devices | 股票-科技 | 1.29% | — | +36.72% | |
| 21 | EOG | Eog Resources INC | 股票-能源 | 1.21% | — | +1.33% | |
| 22 | ENB | Enbridge INC | 股票-能源 | 1.18% | — | — | |
| 23 | PSX | Phillips 66 | 股票-能源 | 1.16% | — | +2.64% | |
| 24 | UBER | Uber Technologies INC | 股票-工业 | 1.14% | — | +9.84% | |
| 25 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 1.07% | — | -23.81% | |
| 26 | CME | Cme Group INC | 股票-金融 | 1.06% | — | +2.13% | |
| 27 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.05% | — | +2.27% | |
| 28 | RSG | Republic Services INC | 股票-工业 | 1.05% | — | +2.29% | |
| 29 | KLAC | Kla CORP | 股票-科技 | 1.03% | — | -38.37% | |
| 30 | EQT | Eqt CORP | 股票-能源 | 1.02% | — | +1.35% | |
| 31 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.02% | — | -1.89% | |
| 32 | INTU | Intuit INC | 股票-科技 | 1.00% | — | +1.63% | |
| 33 | AGCO | Agco CORP | 股票-工业 | 0.99% | — | +2.34% | |
| 34 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.99% | — | — | |
| 35 | VIRT | Virtu Financial Inc-class A | 股票-金融 | 0.92% | — | +2.30% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事业 | 0.90% | — | +2.68% | |
| 37 | GFS | GLOBALFOUNDRIES Inc. | 股票-科技 | 0.85% | — | +2.35% | |
| 38 | SBLK | Star Bulk Carriers Corp. | 股票-其他 | 0.84% | — | +1.92% | |
| 39 | PFE | Pfizer INC | 股票-医疗保健 | 0.84% | — | +3.88% | |
| 40 | DTE | Dte Energy Company | 股票-公用事业 | 0.83% | — | +2.11% | |
| 41 | SNOW | Snowflake INC | 股票-科技 | 0.79% | — | +2.14% | |
| 42 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.79% | — | -2.00% | |
| 43 | ✓ | Eagle Bulk Shipping INC | 股票-其他 | 0.79% | — | +2.09% | |
| 44 | DTM | Dt Midstream INC | 股票-能源 | 0.76% | — | +2.00% | |
| 45 | HMOP | Hartford Municipal Opp ETF | ETF-其他 | 0.75% | — | +4.77% | |
| 46 | BJ | Bj's Wholesale Club Holdings | 股票-非周期性消费 | 0.75% | — | -15.31% | |
| 47 | CTRA | Coterra Energy INC | 股票-能源 | 0.74% | — | +1.28% | |
| 48 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.73% | — | +4.66% | |
| 49 | GTLB | Gitlab Inc-cl A | 股票-科技 | 0.72% | — | -48.41% | |
| 50 | AMGN | Amgen INC | 股票-医疗保健 | 0.70% | — | +2.45% |