CIK: 0001697715
申报总市值
US$11.2亿
仅显示前 200 大持股（共 205 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 | AAPL | Apple INC | 股票-科技 | 16.55% | -0.13% | +8.86% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 9.82% | -0.64% | +27.45% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 9.60% | +0.41% | +29.43% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 6.44% | -0.06% | +34.56% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.44% | — | +14.56% | |
| 6 | AME | Ametek INC | 股票-工业 | 3.09% | -0.09% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.63% | -0.04% | +41.06% | |
| 8 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 2.46% | -0.19% | +21.57% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.17% | +0.22% | +14.30% | |
| 10 | PANW | Palo Alto Networks INC | 股票-科技 | 1.58% | +1.00% | +0.66% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.54% | -0.01% | +6.80% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.31% | — | +23.29% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.11% | +0.03% | +41.16% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.09% | — | +38.44% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.04% | — | +18.42% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.97% | — | +41.61% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | — | +35.44% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.84% | — | +7.24% | |
| 19 | BA | Boeing Co/the | 股票-工业 | 0.83% | — | +2.10% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.80% | — | +22.70% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | -0.03% | +49.62% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.73% | — | -19.37% | |
| 23 | AZO | Autozone INC | 股票-周期性消费 | 0.69% | — | +22.27% | |
| 24 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.67% | — | +11.74% | |
| 25 | COP | Conocophillips | 股票-能源 | 0.64% | -0.16% | +15.28% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.64% | +0.07% | +45.01% | |
| 27 | TSLA | Tesla INC | 股票-周期性消费 | 0.62% | — | +65.11% | |
| 28 | AN | Autonation INC | 股票-周期性消费 | 0.59% | — | +11.53% | |
| 29 | AWK | American Water Works Co INC | 股票-公用事业 | 0.57% | — | +5.71% | |
| 30 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.56% | — | +12.64% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.53% | — | +1.10% | |
| 32 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.51% | — | +10.58% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.50% | +0.10% | +41.43% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.50% | -0.14% | +22.92% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.49% | — | +20.21% | |
| 36 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.47% | -0.22% | +1.83% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.47% | -0.03% | +36.56% | |
| 38 | ICE | Intercontinental Exchange In | 股票-金融 | 0.46% | -0.12% | +26.90% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.44% | — | +14.36% | |
| 40 | ZTS | Zoetis INC | 股票-医疗保健 | 0.42% | — | +28.03% | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.42% | — | +11.54% | |
| 42 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.41% | — | +34.89% | |
| 43 | LHX | L3harris Technologies INC | 股票-工业 | 0.39% | — | +31.54% | |
| 44 | HON | Honeywell International INC | 股票-工业 | 0.38% | -0.28% | EXIT | |
| 45 | NOW | Servicenow INC | 股票-科技 | 0.38% | — | +20.69% | |
| 46 | MS | Morgan Stanley | 股票-金融 | 0.38% | +0.06% | +26.43% | |
| 47 | NEE | Nextera Energy INC | 股票-公用事业 | 0.38% | — | +7.27% | |
| 48 | ABBV | Abbvie INC | 股票-医疗保健 | 0.36% | — | +19.22% | |
| 49 | FCX | Freeport-mcmoran INC | 股票-原材料 | 0.35% | — | +40.26% | |
| 50 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.34% | — | +1.23% |