CIK: 0001660177
申报总市值
US$19.1亿
仅显示前 200 大持股（共 497 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 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.35% | — | +92.19% | |
| 2 | AGNT | Agnt INC | 股票-其他 | 2.87% | — | -23.87% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.70% | -0.18% | +10.26% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.58% | -0.44% | +23.79% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.33% | -0.52% | +12.94% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.66% | -0.19% | -0.60% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | -0.45% | +15.99% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.62% | -0.26% | -11.03% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.48% | — | -18.95% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.38% | — | -1.74% | |
| 11 | MBB | Ishares Mbs ETF | ETF-其他 | 1.37% | — | -1.13% | |
| 12 | CAT | Caterpillar INC | 股票-工业 | 1.20% | +0.43% | -0.77% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.19% | — | +1.35% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.17% | — | +2.20% | |
| 15 | SUB | Ishares Short-term National | ETF-其他 | 1.13% | — | -0.69% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.08% | -0.35% | -6.78% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | — | -0.14% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.96% | -0.15% | +5.06% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.86% | — | -33.69% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.80% | -0.09% | -13.74% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.78% | — | +8.84% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.78% | -0.04% | +6.47% | |
| 23 | TSLA | Tesla INC | 股票-周期性消费 | 0.75% | -0.17% | +3.54% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 0.73% | — | +16.62% | |
| 25 | IMCV | Ishares Morningstar Mid-cap | ETF-其他 | 0.70% | — | -39.55% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.68% | — | -1.04% | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.68% | — | -19.12% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.68% | -0.24% | -4.52% | |
| 29 | ILCB | Ishares Morningstar U.s. Equ | ETF-其他 | 0.67% | — | -42.00% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | -0.17% | +6.53% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.65% | -0.33% | -26.12% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | — | +4.36% | |
| 33 | ARKK | Ark Innovation ETF | ETF-其他 | 0.64% | — | -24.48% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.64% | — | +9.80% | |
| 35 | ARKG | Ark Genomic Revolution ETF | ETF-其他 | 0.63% | — | +19.26% | |
| 36 | ARKF | Ark Blockchain & Fintech Inn | ETF-科技型 | 0.62% | — | +21.33% | |
| 37 | CHGG | Chegg INC | 股票-非周期性消费 | 0.60% | — | — | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.56% | -0.29% | +7.32% | |
| 39 | MS | Morgan Stanley | 股票-金融 | 0.55% | — | -1.92% | |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.54% | -0.22% | +190.35% | |
| 41 | QCOM | Qualcomm INC | 股票-科技 | 0.54% | — | +1.31% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.53% | — | +10.20% | |
| 43 | UPS | United Parcel Service-cl B | 股票-工业 | 0.50% | — | +3.41% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.50% | — | -34.88% | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.48% | — | +0.24% | |
| 46 | URI | United Rentals INC | 股票-工业 | 0.48% | — | +8.58% | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.48% | — | +3.15% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | — | +148.63% | |
| 49 | TRUP | Trupanion INC | 股票-其他 | 0.47% | — | +9.60% | |
| 50 | BLKCHF | Blackrock INC | 股票-其他 | 0.47% | — | -1.89% |