CIK: 0001660177
申报总市值
US$19.1亿
仅显示前 200 大持股（共 636 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 | SH1USD | Proshares Short S&p500 | ETF-其他 | 4.07% | — | +11360.54% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.60% | -0.44% | +13.19% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.80% | -0.18% | +12.25% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.20% | -0.52% | +90.46% | |
| 5 | SDS | ProShares UltraShort S&P500 | 股票-其他 | 1.93% | — | -39.10% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.52% | — | +14.59% | |
| 7 | AGNT | Agnt INC | 股票-其他 | 1.52% | — | -8.27% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.43% | — | +20.66% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.28% | -0.45% | -5.23% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.27% | -0.26% | -1.52% | |
| 11 | AVO | Mission Produce INC | 股票-其他 | 1.20% | — | — | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.16% | -0.19% | +7.94% | |
| 13 | XLE | Ss Energy Select Sector | ETF-其他 | 1.01% | — | -9.31% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.99% | — | -10.52% | |
| 15 | TSLA | Tesla INC | 股票-周期性消费 | 0.91% | -0.17% | +221.80% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.88% | -0.04% | +1.84% | |
| 17 | SUB | Ishares Short-term National | ETF-其他 | 0.88% | — | -19.86% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.83% | -0.35% | +1685.44% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.81% | — | +173.45% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.80% | -0.09% | -29.73% | |
| 21 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.79% | -0.60% | EXIT | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.78% | -0.29% | -23.09% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | — | +2.43% | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.75% | — | -0.17% | |
| 25 | MBB | Ishares Mbs ETF | ETF-其他 | 0.73% | — | +2.18% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.72% | — | +1.24% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.71% | -0.41% | +293.32% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | — | -5.83% | |
| 29 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.67% | — | -27.89% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.67% | +0.28% | -9.31% | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.66% | +1.53% | -16.55% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.65% | -0.33% | -11.01% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.65% | — | +8.67% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.64% | — | +31.10% | |
| 35 | CI | THE Cigna Group | 股票-医疗保健 | 0.58% | — | +1.89% | |
| 36 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.57% | — | +9.14% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.56% | -0.22% | +3.66% | |
| 38 | CAT | Caterpillar INC | 股票-工业 | 0.55% | +0.43% | -4.15% | |
| 39 | ABBV | Abbvie INC | 股票-医疗保健 | 0.53% | — | -25.32% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.52% | +0.38% | +40.17% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.52% | — | +0.23% | |
| 42 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.51% | — | -6.90% | |
| 43 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.50% | — | +1123.95% | |
| 44 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.48% | — | — | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.47% | — | -0.67% | |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.47% | -0.15% | -1.31% | |
| 47 | EOG | Eog Resources INC | 股票-能源 | 0.46% | — | +47.46% | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.45% | — | -3.53% | |
| 49 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 0.45% | — | -49.17% | |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.45% | — | -59.38% |