CIK: 0001660177
申报总市值
US$19.1亿
仅显示前 200 大持股（共 435 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 | AGNT | Agnt INC | 股票-其他 | 2.78% | — | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.66% | -0.18% | +162.81% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.26% | -0.52% | +127.16% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.15% | -0.44% | +0.76% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.11% | — | +22.25% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.91% | -0.19% | +17.08% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.88% | -0.26% | +25.18% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.78% | — | -42.66% | |
| 9 | MBB | Ishares Mbs ETF | ETF-其他 | 1.60% | — | -2.18% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.55% | -0.45% | +14.82% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.34% | — | -3.32% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.32% | — | -19.34% | |
| 13 | SUB | Ishares Short-term National | ETF-其他 | 1.31% | — | +0.81% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.31% | — | -5.94% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.29% | — | +152.15% | |
| 16 | ILCB | Ishares Morningstar U.s. Equ | ETF-其他 | 1.20% | — | -2.40% | |
| 17 | CAT | Caterpillar INC | 股票-工业 | 1.14% | +0.43% | +9.98% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.12% | -0.35% | +35.40% | |
| 19 | IMCV | Ishares Morningstar Mid-cap | ETF-其他 | 1.12% | — | -2.04% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.05% | -0.33% | +16.03% | |
| 21 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.04% | — | +384.92% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.02% | -0.15% | +32.54% | |
| 23 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.99% | — | -18.19% | |
| 24 | HD | Home Depot INC | 股票-周期性消费 | 0.92% | — | -47.42% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | — | +0.35% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.82% | — | +0.08% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.79% | — | -7.95% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | -0.24% | +0.21% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.78% | -0.09% | -42.80% | |
| 30 | AMGN | Amgen INC | 股票-医疗保健 | 0.78% | — | -9.25% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.76% | -0.04% | +127.89% | |
| 32 | ARKK | Ark Innovation ETF | ETF-其他 | 0.72% | — | +8.17% | |
| 33 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.68% | -0.17% | +45.33% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.67% | — | -4.94% | |
| 35 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 0.67% | — | +202.68% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.62% | -0.17% | +15.47% | |
| 37 | SH1USD | Proshares Short S&p500 | ETF-其他 | 0.60% | — | — | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.59% | — | -14.39% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.58% | — | +4.99% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工业 | 0.58% | — | -4.46% | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.56% | -0.17% | +180.26% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.56% | — | +61.27% | |
| 43 | UPS | United Parcel Service-cl B | 股票-工业 | 0.55% | — | -7.72% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.55% | — | -16.45% | |
| 45 | CHGG | Chegg INC | 股票-非周期性消费 | 0.54% | — | +30.86% | |
| 46 | VZ | Verizon Communications INC | 股票-通信服务 | 0.54% | — | +2.93% | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.54% | — | -5.79% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.53% | -0.29% | -0.09% | |
| 49 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.50% | — | -1.63% | |
| 50 | MA | Mastercard INC - A | 股票-金融 | 0.50% | — | -7.62% |