CIK: 0001660177
申报总市值
US$19.1亿
仅显示前 200 大持股（共 658 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 | 3.68% | -0.44% | -2.03% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.13% | -0.52% | +24.48% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.91% | -0.18% | -11.30% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.11% | — | +6.26% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 2.03% | -0.61% | +1494.50% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.93% | +1.53% | -50.18% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.69% | -0.45% | -1.27% | |
| 8 | AGNT | Agnt INC | 股票-其他 | 1.67% | — | -25.87% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.51% | -0.09% | +29.06% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.34% | -0.33% | -22.05% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.22% | -0.35% | +26.70% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.22% | -0.41% | +35.31% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.12% | -0.26% | -2.27% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.06% | — | -26.83% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.99% | -0.04% | +19.33% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.91% | — | +3.31% | |
| 17 | CAT | Caterpillar INC | 股票-工业 | 0.88% | +0.43% | +28.72% | |
| 18 | AVO | Mission Produce INC | 股票-其他 | 0.85% | — | -0.41% | |
| 19 | TSLA | Tesla INC | 股票-周期性消费 | 0.83% | -0.17% | +1.02% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 0.78% | -0.13% | +2.03% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.76% | -0.29% | -2.67% | |
| 22 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.71% | -0.60% | EXIT | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | — | -2.62% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.70% | — | -2.81% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.68% | — | -1.56% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | — | +7.24% | |
| 27 | PANW | Palo Alto Networks INC | 股票-科技 | 0.65% | — | +7.21% | |
| 28 | SUB | Ishares Short-term National | ETF-其他 | 0.64% | — | -7.09% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.64% | — | -1.88% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.61% | -0.47% | +35.71% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.61% | — | +0.40% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.58% | — | -1.44% | |
| 33 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.57% | — | +268.70% | |
| 34 | XLE | Ss Energy Select Sector | ETF-其他 | 0.57% | — | -27.98% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.56% | -0.17% | -19.31% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.56% | +0.38% | +7.12% | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.55% | — | +43.08% | |
| 38 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.54% | -0.17% | +3.52% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.53% | — | -10.07% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.50% | — | -0.56% | |
| 41 | QLTA | Ishares Aaa - A Rated Corpor | ETF-其他 | 0.49% | — | -1.14% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.47% | -0.19% | +5.34% | |
| 43 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.46% | — | -5.72% | |
| 44 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.46% | — | -7.64% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.45% | — | -8.43% | |
| 46 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.45% | — | +4.92% | |
| 47 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.44% | — | -4.36% | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.43% | — | -4.43% | |
| 49 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.43% | — | -2.32% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.43% | — | -1.56% |