CIK: 0001660177
申报总市值
US$19.1亿
仅显示前 200 大持股（共 691 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 | 4.51% | -0.44% | +12.62% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.60% | -0.52% | +13.32% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.37% | -0.33% | +5.41% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.18% | -0.18% | -2.19% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | -0.45% | +8.61% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.84% | — | +340.61% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.46% | -0.09% | +4.63% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.32% | -0.26% | -1.99% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.24% | — | +1.51% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.23% | -0.41% | +15.90% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.02% | -0.35% | -20.56% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.00% | -0.04% | +17.99% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.93% | — | +1.52% | |
| 14 | CAT | Caterpillar INC | 股票-工业 | 0.88% | +0.43% | +1.08% | |
| 15 | PANW | Palo Alto Networks INC | 股票-科技 | 0.87% | — | +64.74% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | — | -2.85% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.77% | — | -24.68% | |
| 18 | AGNT | Agnt INC | 股票-其他 | 0.75% | — | -0.10% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.74% | — | +135.65% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.73% | -0.29% | +7.30% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.70% | -0.15% | +66.00% | |
| 22 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.70% | -0.47% | +14.51% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.67% | — | +19.86% | |
| 24 | URI | United Rentals INC | 股票-工业 | 0.65% | — | -8.58% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.63% | — | -7.88% | |
| 26 | AVO | Mission Produce INC | 股票-其他 | 0.62% | — | -8.75% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.61% | — | -1.45% | |
| 28 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.61% | — | +3970.38% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.58% | -0.13% | +0.36% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.58% | -0.24% | +0.59% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.58% | — | -0.60% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.57% | -0.17% | +3.02% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | +4.73% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.54% | -0.19% | +51.71% | |
| 35 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.54% | — | +72.37% | |
| 36 | XLE | Ss Energy Select Sector | ETF-其他 | 0.53% | — | +37.14% | |
| 37 | SUB | Ishares Short-term National | ETF-其他 | 0.53% | — | +3.65% | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.53% | -0.60% | EXIT | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.53% | +0.28% | +39.59% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.52% | — | -12.58% | |
| 41 | SMCIUSD | Super Micro Computer INC | 股票-其他 | 0.52% | — | -62.16% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.51% | +0.38% | +0.10% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | — | +10.78% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.50% | +1.53% | -10.58% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.49% | -0.12% | +5.18% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.49% | — | +0.63% | |
| 47 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.47% | — | +40.22% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.47% | -0.12% | +2.93% | |
| 49 | TSLA | Tesla INC | 股票-周期性消费 | 0.45% | -0.17% | -2.39% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.45% | — | -1.32% |