CIK: 0001632844
申报总市值
US$1.9亿
仅显示前 200 大持股（共 599 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 | IBHF | Ishares Ibond 2026 Hy & INC | ETF-其他 | 6.77% | +0.26% | +17.46% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 6.44% | -0.12% | +1.03% | |
| 3 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 6.18% | -0.08% | +1.11% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 5.68% | -1.14% | +0.41% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 5.60% | +0.01% | +17.31% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.35% | -0.50% | +6.52% | |
| 7 | EPD | Enterprise Products Partners | 股票-能源 | 4.74% | +2.39% | -7.59% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.17% | +0.39% | +8.79% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.76% | -0.36% | -2.97% | |
| 10 | IBHG | Ishares Ibonds 2027 Hy INC | ETF-其他 | 2.34% | -2.31% | +7.46% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.13% | -0.33% | +100.11% | |
| 12 | MS | Morgan Stanley | 股票-金融 | 2.06% | -0.24% | +0.44% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.73% | -0.17% | -1.87% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.56% | +0.08% | +0.15% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.49% | -0.21% | +0.08% | |
| 16 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 1.45% | +1.31% | +25.50% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.44% | +0.23% | +5.77% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.29% | -0.22% | -3.45% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.26% | -0.13% | -0.82% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.21% | +0.19% | +16.33% | |
| 21 | HCA | Hca Healthcare INC | 股票-医疗保健 | 1.20% | — | +0.07% | |
| 22 | DG | Dollar General CORP | 股票-非周期性消费 | 1.10% | -0.19% | — | |
| 23 | BX | Blackstone INC | 股票-金融 | 1.08% | -0.23% | -4.69% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.07% | +0.02% | -0.39% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | -0.16% | -0.10% | |
| 26 | EHC | Encompass Health CORP | 股票-医疗保健 | 1.03% | -0.13% | +2.70% | |
| 27 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.95% | +0.04% | +8.41% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.89% | — | +1.63% | |
| 29 | VUG | Vanguard Growth ETF | ETF-其他 | 0.79% | -0.11% | -0.17% | |
| 30 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.79% | +0.04% | +0.96% | |
| 31 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 0.79% | -0.14% | — | |
| 32 | CBRE | Cbre Group INC - A | 股票-房地产 | 0.78% | -0.17% | -0.58% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.76% | -0.11% | — | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.73% | — | +2.07% | |
| 35 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.71% | -0.17% | +16.20% | |
| 36 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.71% | — | -2.78% | |
| 37 | RSVR | Reservoir Media INC | 股票-其他 | 0.66% | +0.20% | — | |
| 38 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.62% | +0.25% | +0.28% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.60% | — | -2.47% | |
| 40 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.59% | +0.19% | +10.63% | |
| 41 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.55% | — | -0.34% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.54% | — | +4.90% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.48% | -0.13% | -1.22% | |
| 44 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 0.48% | — | — | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.47% | — | +4.92% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.42% | — | -13.82% | |
| 47 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.40% | -0.08% | +0.29% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.40% | +0.05% | +9.05% | |
| 49 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.38% | — | +1.49% | |
| 50 | RL | Ralph Lauren CORP | 股票-周期性消费 | 0.36% | — | — |