CIK: 0001729094
申报总市值
US$9.8亿
仅显示前 200 大持股（共 203 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 28.90% | -2.14% | -1.43% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.03% | -0.48% | +0.36% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.18% | +1.83% | -0.13% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.85% | — | -8.41% | |
| 5 | DY | Dycom Industries INC | 股票-工业 | 4.03% | +0.07% | -5.75% | |
| 6 | WBD | Warner Bros Discovery INC | 股票-通信服务 | 3.02% | -0.28% | -0.05% | |
| 7 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.58% | -0.33% | +0.42% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.55% | -0.52% | -3.35% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.52% | -0.14% | +4.25% | |
| 10 | ABBV | Abbvie INC | 股票-医疗保健 | 2.42% | -0.15% | -0.06% | |
| 11 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 2.18% | — | +9.11% | |
| 12 | ✓ | Berkshire Hathaway INC Del | 股票-其他 | 2.02% | — | — | |
| 13 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 1.91% | — | +0.41% | |
| 14 | TRGP | Targa Resources CORP | 股票-能源 | 1.05% | +0.38% | -0.10% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.04% | — | -2.30% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | +0.10% | -7.61% | |
| 17 | MA | Mastercard INC - A | 股票-金融 | 0.67% | — | -0.80% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.66% | -0.12% | -42.22% | |
| 19 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.64% | — | +3.11% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.61% | — | +0.19% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.57% | -0.27% | -9.10% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.57% | — | +2.88% | |
| 23 | SSP | Ew Scripps Co/the-a | 股票-其他 | 0.53% | — | +0.13% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.49% | — | +0.55% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.49% | — | -5.48% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.48% | — | +0.04% | |
| 27 | ✓ | Apple INC | 股票-其他 | 0.47% | — | — | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | — | -3.29% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | — | -1.28% | |
| 30 | ✓ | Amazon Com INC | 股票-其他 | 0.43% | — | — | |
| 31 | HBAN | Huntington Bancshares INC | 股票-金融 | 0.41% | — | -24.33% | |
| 32 | AMT | American Tower CORP | 股票-房地产 | 0.41% | — | -1.10% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.40% | — | -1.57% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.39% | — | -5.47% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.38% | — | — | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.38% | — | -3.79% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.37% | — | -0.45% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.36% | -0.24% | -6.36% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.36% | — | -9.96% | |
| 40 | NFLX | Netflix INC | 股票-通信服务 | 0.36% | +0.06% | -16.18% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.35% | — | -5.23% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.34% | — | — | |
| 43 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.33% | — | -0.05% | |
| 44 | ADBE | Adobe INC | 股票-科技 | 0.31% | — | -2.53% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.30% | +0.11% | -6.49% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.30% | +0.07% | -0.25% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.29% | +0.16% | -6.70% | |
| 48 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.29% | — | — | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.28% | — | -11.90% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.26% | — | +0.03% |