CIK: 0001660177
申报总市值
US$19.1亿
仅显示前 200 大持股（共 622 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 | 3.60% | -0.44% | -1.40% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.42% | -0.18% | -2.79% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.31% | -0.52% | +3.29% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.02% | — | +27.06% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.38% | -0.04% | +55.05% | |
| 6 | AGNT | Agnt INC | 股票-其他 | 1.38% | — | -3.00% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.32% | -0.45% | +5.07% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.32% | — | — | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.31% | — | -4.25% | |
| 10 | XLE | Ss Energy Select Sector | ETF-其他 | 1.22% | — | +4.29% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.14% | +1.53% | +83.50% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.07% | — | +0.49% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.99% | -0.41% | +37.94% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.94% | — | +3.93% | |
| 15 | AVO | Mission Produce INC | 股票-其他 | 0.92% | — | -0.16% | |
| 16 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.84% | -0.60% | EXIT | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.82% | -0.29% | -1.75% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.81% | -0.26% | -8.91% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | — | -14.15% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.77% | -0.09% | +0.90% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.76% | — | -4.40% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.75% | -0.35% | +4.06% | |
| 23 | CAT | Caterpillar INC | 股票-工业 | 0.75% | +0.43% | -2.87% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.74% | +0.28% | -5.99% | |
| 25 | SUB | Ishares Short-term National | ETF-其他 | 0.74% | — | -12.80% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | — | +2.88% | |
| 27 | MBB | Ishares Mbs ETF | ETF-其他 | 0.73% | — | +3.37% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 0.72% | — | +20.17% | |
| 29 | SDS | ProShares UltraShort S&P500 | 股票-其他 | 0.71% | — | -53.99% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.71% | — | +1.35% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.71% | -0.22% | +18.70% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | -0.33% | -6.04% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.69% | — | +48.04% | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.65% | — | -2.76% | |
| 35 | CI | THE Cigna Group | 股票-医疗保健 | 0.63% | — | -4.84% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.61% | — | -6.74% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.56% | -0.17% | +33.47% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.54% | +0.38% | +2.11% | |
| 39 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.52% | — | -17.69% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.50% | — | +0.70% | |
| 41 | EOG | Eog Resources INC | 股票-能源 | 0.50% | — | -1.49% | |
| 42 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.50% | — | -6.99% | |
| 43 | AVGO | Broadcom INC | 股票-科技 | 0.50% | -0.13% | +7.35% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.50% | — | -35.90% | |
| 45 | URI | United Rentals INC | 股票-工业 | 0.49% | — | -3.05% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.49% | — | +10.61% | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.48% | — | +4.82% | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.48% | — | -5.77% | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.44% | — | -1.75% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.44% | — | +29.34% |