CIK: 0001641866
申报总市值
US$55.4亿
仅显示前 200 大持股（共 4609 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 | 2.78% | -0.02% | +9.44% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.21% | — | +35.77% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.68% | +0.31% | -5.79% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 1.58% | -0.03% | -1.95% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.53% | +0.04% | +34.64% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.27% | — | +18.93% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.19% | +0.14% | -0.42% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.13% | -0.02% | +26.01% | |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.03% | — | -2.37% | |
| 10 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.98% | +0.05% | +4.14% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.94% | — | -2.74% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.92% | +0.05% | +15.27% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.91% | — | -6.74% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.84% | +0.10% | +11.94% | |
| 15 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.82% | -0.28% | +20.57% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.82% | — | +308.82% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.81% | +0.09% | +8.28% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.77% | — | +11.63% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | — | +7.17% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.70% | — | +203.78% | |
| 21 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.69% | — | +20.44% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.69% | — | +7.04% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.69% | — | +0.98% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.67% | — | +229.18% | |
| 25 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.65% | — | +1.01% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.63% | -0.16% | +0.19% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | — | +17.24% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.61% | — | +23.12% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.61% | — | -5.41% | |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.60% | — | +10.52% | |
| 31 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.54% | — | +9.15% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.46% | +0.22% | +14.06% | |
| 33 | DFSD | Dimensional Short Duration | ETF-其他 | 0.46% | — | +85.61% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.46% | — | -2.31% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.45% | — | +1.12% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.45% | -0.30% | +9.29% | |
| 37 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.45% | — | +0.02% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.43% | — | +13.31% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.43% | — | +202.72% | |
| 40 | BND | Vanguard Total Bond Market | ETF-其他 | 0.43% | — | +32.72% | |
| 41 | GJUL | Ft Vest US Equity Moderate B | ETF-其他 | 0.41% | — | -1.56% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.41% | — | +4.47% | |
| 43 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.41% | — | +76.98% | |
| 44 | ET | Energy Transfer LP | 股票-能源 | 0.41% | — | +1.06% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | — | +4.00% | |
| 46 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 0.40% | — | +1.58% | |
| 47 | FNOV | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.40% | — | -0.78% | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.39% | — | +3.87% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.38% | — | +76.59% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.38% | — | +31.71% |