CIK: 0001641866
申报总市值
US$55.4亿
仅显示前 200 大持股（共 4843 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 | 2.70% | -0.02% | -5.46% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 1.81% | +0.04% | -1.43% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 1.58% | -0.03% | +11.87% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.54% | — | +2.91% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.45% | +0.31% | +2.90% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.45% | — | +5.78% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.27% | — | +68.53% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.17% | +0.14% | +2.02% | |
| 9 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.07% | -0.28% | +2.98% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.94% | -0.02% | +0.97% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.94% | — | +4.12% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.92% | — | +26.29% | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.92% | — | +0.05% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.90% | +0.05% | +2.96% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.85% | +0.09% | +27.76% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.84% | — | +3.93% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.81% | +0.10% | +5.23% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.78% | — | -0.11% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.69% | — | +20.44% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | — | +0.92% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.64% | +0.11% | -0.94% | |
| 22 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.62% | — | +5.26% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.61% | — | +11.43% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.60% | — | -0.24% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.60% | — | +0.91% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.59% | — | +6.44% | |
| 27 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.59% | +0.05% | -5.72% | |
| 28 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.56% | — | -52.23% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.56% | — | +9.06% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.55% | — | -4.49% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.55% | -0.16% | +2.14% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.52% | — | -20.80% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.51% | — | +3.86% | |
| 34 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.50% | +0.03% | +3.42% | |
| 35 | AVGO | Broadcom INC | 股票-科技 | 0.50% | +0.02% | -6.83% | |
| 36 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.49% | +0.03% | +7.68% | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.49% | -0.29% | +68.67% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.47% | +0.22% | +4.69% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | — | +0.54% | |
| 40 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.46% | +0.25% | +103.32% | |
| 41 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.44% | — | +317.23% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | — | +14.56% | |
| 43 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.43% | — | -4.04% | |
| 44 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 0.43% | — | +22.01% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.42% | — | +17.80% | |
| 46 | CGUS | Cap Group Core Equity | ETF-其他 | 0.41% | — | +4.55% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.40% | — | -0.46% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.40% | — | +9.57% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.40% | — | +5.54% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.37% | — | -41.49% |