CIK: 0001660177
申报总市值
US$19.1亿
仅显示前 200 大持股（共 687 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 | 4.84% | -0.44% | -1.47% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.38% | -0.52% | +3.67% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.28% | -0.18% | +6.18% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.30% | -0.33% | -5.40% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | -0.45% | -1.00% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.91% | -0.26% | +3.65% | |
| 7 | BX | Blackstone INC | 股票-金融 | 1.84% | -0.33% | -35.06% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.82% | +1.53% | +170.76% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.71% | -0.09% | -2.45% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.57% | — | -6.72% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.40% | — | +221.36% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.21% | -0.35% | +0.75% | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.15% | -0.13% | +10.93% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.06% | -0.04% | +5.09% | |
| 15 | CAT | Caterpillar INC | 股票-工业 | 1.02% | +0.43% | +1.30% | |
| 16 | TSLA | Tesla INC | 股票-周期性消费 | 0.96% | -0.17% | +5.20% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.96% | -0.41% | +29.75% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | — | -1.97% | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.89% | -0.47% | +18.36% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.89% | -0.29% | +8.42% | |
| 21 | PODD | Insulet CORP | 股票-医疗保健 | 0.82% | -0.29% | +13.10% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.82% | — | -2.58% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.80% | — | -3.46% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.72% | — | +2.07% | |
| 25 | PANW | Palo Alto Networks INC | 股票-科技 | 0.70% | — | +76.78% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | -0.17% | -2.60% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.65% | — | +1.84% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.65% | -0.24% | -1.84% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.59% | — | +196.77% | |
| 30 | AVO | Mission Produce INC | 股票-其他 | 0.58% | — | -6.66% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.56% | +0.38% | +3.74% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.55% | -0.19% | +26.55% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | -1.53% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.54% | -0.12% | +319.37% | |
| 35 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.52% | — | -19.89% | |
| 36 | URI | United Rentals INC | 股票-工业 | 0.51% | — | -8.55% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.49% | — | +3.72% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.48% | -0.12% | -0.50% | |
| 39 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.47% | -0.60% | EXIT | |
| 40 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.45% | — | +4.54% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.45% | -0.25% | -18.75% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.44% | -0.22% | +28.04% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.44% | — | -8.05% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | — | -0.20% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.43% | +0.28% | -3.86% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.43% | — | +2.37% | |
| 47 | MS | Morgan Stanley | 股票-金融 | 0.42% | — | -10.21% | |
| 48 | SUB | Ishares Short-term National | ETF-其他 | 0.42% | — | -5.51% | |
| 49 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.41% | -0.17% | +4.08% | |
| 50 | GS | Goldman Sachs Group INC | 股票-金融 | 0.40% | — | -4.78% |