CIK: 0001697715
申报总市值
US$11.2亿
仅显示前 200 大持股（共 228 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 | 16.62% | -0.13% | -0.15% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 10.33% | +0.41% | +4.10% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 9.34% | -0.64% | +4.60% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.54% | -0.06% | +4.45% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.52% | -0.01% | +1.56% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.76% | -0.04% | +7.21% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.45% | — | -1.14% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.28% | +0.22% | +0.09% | |
| 9 | AME | Ametek INC | 股票-工业 | 2.14% | -0.09% | -15.75% | |
| 10 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 1.89% | -0.19% | -3.52% | |
| 11 | PANW | Palo Alto Networks INC | 股票-科技 | 1.55% | +1.00% | +99.92% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.38% | +0.03% | -2.39% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.35% | +0.07% | +5.28% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.34% | — | +1.66% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.28% | — | +0.40% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.91% | — | -0.82% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | -0.03% | +0.14% | |
| 18 | TSLA | Tesla INC | 股票-周期性消费 | 0.72% | — | -0.65% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.69% | +0.07% | -2.72% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.67% | -0.03% | -0.59% | |
| 21 | AZO | Autozone INC | 股票-周期性消费 | 0.66% | — | +2.68% | |
| 22 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.64% | -0.05% | +20.46% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | -0.38% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.60% | — | -4.02% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.60% | — | -2.71% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.58% | — | +301.76% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.54% | +0.10% | +2.02% | |
| 28 | AN | Autonation INC | 股票-周期性消费 | 0.53% | — | +0.75% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.52% | — | +1.33% | |
| 30 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.51% | -0.22% | +2.78% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.49% | +0.02% | +188.74% | |
| 32 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.49% | — | +0.73% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.48% | — | +0.69% | |
| 34 | MS | Morgan Stanley | 股票-金融 | 0.45% | +0.06% | +11.54% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.45% | — | -13.15% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.44% | — | +1.03% | |
| 37 | COP | Conocophillips | 股票-能源 | 0.44% | -0.16% | -0.32% | |
| 38 | ICE | Intercontinental Exchange In | 股票-金融 | 0.44% | -0.12% | +3.06% | |
| 39 | BA | Boeing Co/the | 股票-工业 | 0.43% | — | -1.14% | |
| 40 | NOW | Servicenow INC | 股票-科技 | 0.42% | — | +2.20% | |
| 41 | AWK | American Water Works Co INC | 股票-公用事业 | 0.42% | — | -0.31% | |
| 42 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.40% | — | +1.55% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.39% | — | -0.46% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.36% | -0.14% | -6.35% | |
| 45 | NEE | Nextera Energy INC | 股票-公用事业 | 0.36% | — | -0.80% | |
| 46 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.36% | — | -0.48% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.36% | +0.03% | +0.43% | |
| 48 | NFLX | Netflix INC | 股票-通信服务 | 0.35% | -0.15% | -0.19% | |
| 49 | SYK | Stryker CORP | 股票-医疗保健 | 0.34% | — | +2.89% | |
| 50 | CDZI | Cadiz INC | 股票-其他 | 0.34% | — | +15.81% |