CIK: 0001660177
申报总市值
US$19.1亿
仅显示前 200 大持股（共 659 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.48% | -0.44% | -4.10% | |
| 2 | AGNT | Agnt INC | 股票-其他 | 2.75% | — | -4.02% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.56% | -0.18% | +10.71% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.85% | — | -8.82% | |
| 5 | SDS | ProShares UltraShort S&P500 | 股票-其他 | 1.84% | — | — | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.47% | -0.09% | +4.41% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.46% | -0.26% | +12.59% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.45% | -0.45% | -4.05% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.42% | — | +20.52% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.42% | -0.52% | +17.02% | |
| 11 | XLE | Ss Energy Select Sector | ETF-其他 | 1.29% | — | +33.29% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.19% | -0.35% | +12.88% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.07% | -0.33% | +7.35% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.05% | -0.29% | -17.48% | |
| 15 | SUB | Ishares Short-term National | ETF-其他 | 0.99% | — | +2.62% | |
| 16 | SH1USD | Proshares Short S&p500 | ETF-其他 | 0.97% | — | +42.54% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.95% | — | +4800.65% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.91% | -0.41% | +9.00% | |
| 19 | AVO | Mission Produce INC | 股票-其他 | 0.91% | — | +0.00% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.87% | -0.19% | -42.11% | |
| 21 | TSLA | Tesla INC | 股票-周期性消费 | 0.87% | -0.17% | +5.68% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.86% | — | +81.61% | |
| 23 | CAT | Caterpillar INC | 股票-工业 | 0.85% | +0.43% | +2.37% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.84% | -0.04% | -42.96% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.78% | — | +0.17% | |
| 26 | ABBV | Abbvie INC | 股票-医疗保健 | 0.75% | — | +2.76% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.73% | — | -39.84% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | — | +2.55% | |
| 29 | MBB | Ishares Mbs ETF | ETF-其他 | 0.68% | — | -7.48% | |
| 30 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.68% | -0.60% | EXIT | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.66% | — | +23.29% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.66% | +0.28% | +0.48% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.61% | — | +3.59% | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.60% | — | -0.08% | |
| 35 | AVGO | Broadcom INC | 股票-科技 | 0.59% | -0.13% | +438.39% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.58% | — | -0.47% | |
| 37 | ✓ | Danimer Scientific INC | 股票-其他 | 0.58% | — | — | |
| 38 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.54% | — | +110.06% | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.54% | -0.47% | +30.52% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.52% | — | +7.92% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.50% | -0.22% | +31.20% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.49% | — | -7.55% | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.48% | — | -5.64% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.48% | — | -19.78% | |
| 45 | PANW | Palo Alto Networks INC | 股票-科技 | 0.48% | — | -0.61% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.47% | — | +18.04% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.47% | — | +45.87% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | — | +126.77% | |
| 49 | URI | United Rentals INC | 股票-工业 | 0.45% | — | -11.62% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | +15.27% |