CIK: 0001652103
申报总市值
US$25.0亿
仅显示前 200 大持股（共 314 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 | NVDA | Nvidia CORP | 股票-科技 | 6.96% | — | +73.55% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 5.55% | — | -4.15% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.17% | — | +106.34% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.86% | — | +3.93% | |
| 5 | UYLD | Angel Oak Ultrashort Income | ETF-其他 | 2.45% | — | +4.87% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.21% | — | +1.54% | |
| 7 | VTHR | Vanguard Russell 3000 | ETF-其他 | 2.04% | — | — | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.87% | — | +25.45% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.66% | — | +74.20% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.59% | — | +4.04% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | — | +9.14% | |
| 12 | PSX | Phillips 66 | 股票-能源 | 1.33% | — | +1.71% | |
| 13 | TSLA | Tesla INC | 股票-周期性消费 | 1.32% | — | +2.35% | |
| 14 | WMT | Walmart INC | 股票-非周期性消费 | 1.26% | — | +223.12% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.25% | — | -20.30% | |
| 16 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 1.22% | — | — | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.19% | — | +42.75% | |
| 18 | NFLX | Netflix INC | 股票-通信服务 | 1.19% | — | +19.49% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.12% | — | -64.19% | |
| 20 | WMB | Williams Cos INC | 股票-能源 | 1.08% | — | +3.72% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.08% | — | -32.76% | |
| 22 | RTX | Rtx CORP | 股票-工业 | 1.01% | — | +3.15% | |
| 23 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.00% | — | +6.61% | |
| 24 | KLAC | Kla CORP | 股票-科技 | 1.00% | — | +1.94% | |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.99% | — | +807.39% | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 0.93% | — | -31.91% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.92% | — | +17.06% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.92% | — | +7.20% | |
| 29 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.89% | — | +7.20% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.88% | — | -8.04% | |
| 31 | RSG | Republic Services INC | 股票-工业 | 0.88% | — | +1.43% | |
| 32 | LMT | Lockheed Martin CORP | 股票-工业 | 0.87% | — | +1.85% | |
| 33 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.86% | — | +2.28% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.86% | — | +3.22% | |
| 35 | CME | Cme Group INC | 股票-金融 | 0.83% | — | +1.61% | |
| 36 | UBER | Uber Technologies INC | 股票-工业 | 0.83% | — | -24.38% | |
| 37 | VIRT | Virtu Financial Inc-class A | 股票-金融 | 0.81% | — | +3.22% | |
| 38 | SBLK | Star Bulk Carriers Corp. | 股票-其他 | 0.76% | — | +2.52% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.75% | — | +25.94% | |
| 40 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.72% | — | +3.95% | |
| 41 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.72% | — | +5.89% | |
| 42 | GNK | Genco Shipping & Trading Limited | 股票-其他 | 0.72% | — | +70.23% | |
| 43 | 1939900D | Brookfield Infrastructure-a | 股票-其他 | 0.71% | — | +3.96% | |
| 44 | INTU | Intuit INC | 股票-科技 | 0.69% | — | +1.92% | |
| 45 | DTE | Dte Energy Company | 股票-公用事业 | 0.69% | — | +3.33% | |
| 46 | DUK | Duke Energy CORP | 股票-公用事业 | 0.66% | — | +2.61% | |
| 47 | DTM | Dt Midstream INC | 股票-能源 | 0.64% | — | +1.88% | |
| 48 | EOG | Eog Resources INC | 股票-能源 | 0.62% | — | +2.08% | |
| 49 | AMGN | Amgen INC | 股票-医疗保健 | 0.61% | — | +2.25% | |
| 50 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.61% | — | +3.76% |