CIK: 0001660177
申报总市值
US$19.1亿
仅显示前 200 大持股（共 656 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 | 3.22% | -0.44% | -0.36% | |
| 2 | SDS | ProShares UltraShort S&P500 | 股票-其他 | 2.80% | — | +2.34% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.36% | -0.18% | +6.13% | |
| 4 | AGNT | Agnt INC | 股票-其他 | 1.66% | — | -2.14% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.43% | -0.45% | +6.65% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.31% | — | -1.50% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.20% | — | +32.31% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.17% | -0.52% | -11.55% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.16% | -0.26% | +2094.70% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.15% | -0.09% | -8.95% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.14% | — | -39.02% | |
| 12 | AVO | Mission Produce INC | 股票-其他 | 1.14% | — | — | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.13% | — | +14.18% | |
| 14 | SUB | Ishares Short-term National | ETF-其他 | 1.07% | — | -2.76% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.06% | -0.19% | +13.18% | |
| 16 | XLE | Ss Energy Select Sector | ETF-其他 | 1.06% | — | -20.38% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.03% | -0.29% | +0.36% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.01% | -0.35% | -2.19% | |
| 19 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.95% | -0.60% | EXIT | |
| 20 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.89% | — | +33.86% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.88% | -0.33% | +32.87% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.87% | -0.04% | +12.18% | |
| 23 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 0.81% | — | — | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 0.77% | — | -1.40% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | — | +4.57% | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.76% | — | +1.43% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | — | +20.10% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.76% | +1.53% | +331.93% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.73% | — | -0.79% | |
| 30 | MBB | Ishares Mbs ETF | ETF-其他 | 0.73% | — | +1.08% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.71% | +0.28% | +8.96% | |
| 32 | TSLA | Tesla INC | 股票-周期性消费 | 0.69% | -0.17% | +14.85% | |
| 33 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.62% | — | +1.81% | |
| 34 | CAT | Caterpillar INC | 股票-工业 | 0.60% | +0.43% | -20.43% | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.60% | — | +5.15% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.55% | -0.22% | +5.84% | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.53% | — | +56.38% | |
| 38 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.53% | — | +299.61% | |
| 39 | CI | THE Cigna Group | 股票-医疗保健 | 0.52% | — | +1830.78% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.51% | — | -19.01% | |
| 41 | PANW | Palo Alto Networks INC | 股票-科技 | 0.51% | — | +20.84% | |
| 42 | ✓ | Danimer Scientific INC | 股票-其他 | 0.50% | — | — | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.49% | — | +5.48% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | — | -0.27% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.49% | -0.15% | +212.24% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.48% | — | -2.89% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.47% | — | -13.24% | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.46% | — | +83.47% | |
| 49 | AMT | American Tower CORP | 股票-房地产 | 0.44% | — | +57.51% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.43% | — | +53.42% |