CIK: 0001641866
申报总市值
US$55.4亿
仅显示前 200 大持股（共 5032 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 | 2.55% | -0.02% | +12.13% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.36% | +0.04% | +20.82% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.43% | -0.02% | +20.90% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.34% | — | +41.45% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.31% | — | +14.36% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.20% | — | -6.15% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 1.19% | -0.03% | +3.67% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.13% | +0.31% | -1.81% | |
| 9 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.04% | -0.28% | -0.96% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.00% | -0.30% | +15.69% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.99% | +0.10% | +17.96% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.86% | +0.14% | -2.10% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.80% | — | -26.73% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.78% | +0.05% | +3.93% | |
| 15 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.74% | — | +4.14% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.73% | — | +4.81% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.71% | +0.09% | +5.52% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.70% | +0.10% | +32.66% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.67% | — | +71.78% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.64% | — | +46.36% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.63% | — | +8.36% | |
| 22 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.62% | — | -10.55% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 0.58% | +0.02% | +39.55% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.57% | — | +1.64% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | — | +3.97% | |
| 26 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.56% | +0.03% | +31.86% | |
| 27 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.54% | — | +37.47% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | +6.37% | |
| 29 | AU | AngloGold Ashanti plc | 股票-原材料 | 0.53% | -0.29% | +5.66% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.52% | — | -2.38% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.50% | — | -0.44% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.49% | — | +20.38% | |
| 33 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.49% | — | -5.50% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.48% | — | +2.06% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.48% | +0.11% | +0.94% | |
| 36 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.48% | +0.03% | +28.57% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.47% | — | -1.17% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.47% | +0.22% | +8.62% | |
| 39 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.46% | +0.05% | +3.75% | |
| 40 | FNV | Franco-nevada CORP | 股票-原材料 | 0.45% | — | -10.94% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.44% | — | -11.10% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.44% | -0.30% | +252.30% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.42% | — | +12.06% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | — | +17.27% | |
| 45 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.41% | -0.29% | +16.71% | |
| 46 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 0.38% | — | +3.50% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.38% | -0.16% | -7.49% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.38% | — | +0.35% | |
| 49 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.37% | — | +6.21% | |
| 50 | WMT | Walmart INC | 股票-非周期性消费 | 0.36% | — | +2.64% |