CIK: 0001660177
申报总市值
US$19.1亿
仅显示前 200 大持股（共 648 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 | 3.81% | -0.44% | +1.38% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.12% | -0.52% | -2.77% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.76% | -0.18% | +1.19% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.25% | +1.53% | +10.15% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.07% | — | -2.84% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.81% | -0.33% | +24.00% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.61% | -0.45% | -3.58% | |
| 8 | AGNT | Agnt INC | 股票-其他 | 1.42% | — | -0.12% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.40% | — | +28.34% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.39% | -0.35% | -2.38% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.24% | -0.41% | -0.68% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.17% | -0.04% | +15.60% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.15% | -0.09% | -25.92% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.12% | -0.26% | -3.72% | |
| 15 | CAT | Caterpillar INC | 股票-工业 | 1.03% | +0.43% | -0.63% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.99% | -0.61% | -51.88% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.96% | — | +3.58% | |
| 18 | TSLA | Tesla INC | 股票-周期性消费 | 0.78% | -0.17% | -7.36% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.76% | -0.13% | -3.61% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | — | -1.87% | |
| 21 | AVO | Mission Produce INC | 股票-其他 | 0.72% | — | -0.33% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.71% | — | +5.88% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.71% | -0.29% | -7.69% | |
| 24 | SUB | Ishares Short-term National | ETF-其他 | 0.68% | — | +0.99% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.68% | — | -2.51% | |
| 26 | XLE | Ss Energy Select Sector | ETF-其他 | 0.67% | — | +0.16% | |
| 27 | PANW | Palo Alto Networks INC | 股票-科技 | 0.66% | — | +5.49% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.62% | — | -4.13% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.60% | — | -1.74% | |
| 30 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.59% | — | -3.20% | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.59% | — | -0.86% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.58% | -0.17% | +1.01% | |
| 33 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.57% | -0.47% | -6.64% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.57% | +0.38% | +2.45% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.56% | — | +0.05% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.55% | -0.19% | +14.94% | |
| 37 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.54% | -0.60% | EXIT | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.54% | — | -24.79% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.53% | — | +2.66% | |
| 40 | QLTA | Ishares Aaa - A Rated Corpor | ETF-其他 | 0.49% | — | -2.43% | |
| 41 | BX | Blackstone INC | 股票-金融 | 0.49% | -0.33% | -1.92% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.49% | — | -2.61% | |
| 43 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.46% | -0.17% | -15.66% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.46% | — | -4.27% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | +3.02% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.45% | — | +47.99% | |
| 47 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.45% | — | -1.45% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.44% | — | -3.90% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.44% | — | +8.92% | |
| 50 | SMCIUSD | Super Micro Computer INC | 股票-其他 | 0.43% | — | -1.26% |