CIK: 0001652103
申报总市值
US$25.0亿
仅显示前 200 大持股（共 256 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 | 6.42% | — | -2.20% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.32% | — | -5.19% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.54% | — | -3.81% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.45% | — | +46.57% | |
| 5 | UYLD | Angel Oak Ultrashort Income | ETF-其他 | 2.85% | — | -11.32% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.70% | — | -4.86% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.46% | — | +587.08% | |
| 8 | TSLA | Tesla INC | 股票-周期性消费 | 2.24% | — | +83.67% | |
| 9 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.81% | — | +1141.54% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.78% | — | +17.13% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.77% | — | -0.39% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.71% | — | +13.77% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.63% | — | -4.53% | |
| 14 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 1.62% | — | -0.25% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.44% | — | -1.36% | |
| 16 | AMD | Advanced Micro Devices | 股票-科技 | 1.36% | — | -1.07% | |
| 17 | PSX | Phillips 66 | 股票-能源 | 1.30% | — | -1.55% | |
| 18 | WMT | Walmart INC | 股票-非周期性消费 | 1.26% | — | -0.69% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.17% | — | +39.47% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.17% | — | -2.26% | |
| 21 | WMB | Williams Cos INC | 股票-能源 | 1.15% | — | -0.55% | |
| 22 | UBER | Uber Technologies INC | 股票-工业 | 1.08% | — | -19.69% | |
| 23 | LMT | Lockheed Martin CORP | 股票-工业 | 1.04% | — | -1.76% | |
| 24 | RTX | Rtx CORP | 股票-工业 | 1.04% | — | -2.12% | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.01% | — | +14.90% | |
| 26 | KLAC | Kla CORP | 股票-科技 | 1.00% | — | -1.08% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.99% | — | +92.89% | |
| 28 | CME | Cme Group INC | 股票-金融 | 0.99% | — | -0.50% | |
| 29 | NFLX | Netflix INC | 股票-通信服务 | 0.98% | — | +98.91% | |
| 30 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.97% | — | +0.28% | |
| 31 | VIRT | Virtu Financial Inc-class A | 股票-金融 | 0.95% | — | +5.95% | |
| 32 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.94% | — | +65.77% | |
| 33 | RSG | Republic Services INC | 股票-工业 | 0.92% | — | -0.86% | |
| 34 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.87% | — | +39.72% | |
| 35 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.87% | — | +5.73% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.86% | — | -39.84% | |
| 37 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.85% | — | -3.35% | |
| 38 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.82% | — | +3.40% | |
| 39 | 1939900D | Brookfield Infrastructure-a | 股票-其他 | 0.82% | — | — | |
| 40 | SBLK | Star Bulk Carriers Corp. | 股票-其他 | 0.82% | — | -2.03% | |
| 41 | DTE | Dte Energy Company | 股票-公用事业 | 0.81% | — | +17.29% | |
| 42 | INTU | Intuit INC | 股票-科技 | 0.80% | — | -0.69% | |
| 43 | DUK | Duke Energy CORP | 股票-公用事业 | 0.80% | — | -0.89% | |
| 44 | EQT | Eqt CORP | 股票-能源 | 0.78% | — | -1.22% | |
| 45 | ✓ | Eagle Bulk Shipping INC | 股票-其他 | 0.75% | — | -0.76% | |
| 46 | AMGN | Amgen INC | 股票-医疗保健 | 0.74% | — | -1.69% | |
| 47 | SNOW | Snowflake INC | 股票-科技 | 0.73% | — | -1.12% | |
| 48 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.72% | — | — | |
| 49 | EOG | Eog Resources INC | 股票-能源 | 0.71% | — | -32.74% | |
| 50 | DTM | Dt Midstream INC | 股票-能源 | 0.69% | — | -0.34% |