CIK: 0001660177
申报总市值
US$19.1亿
仅显示前 200 大持股（共 703 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 | 5.04% | -0.44% | +3.38% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.62% | -0.52% | +4.57% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.75% | -0.18% | -10.40% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.04% | — | +1271.98% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.88% | +1.53% | -2.25% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.76% | -0.33% | -10.44% | |
| 7 | SDS | ProShares UltraShort S&P500 | 股票-其他 | 1.74% | — | +533.72% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.56% | -0.45% | -16.34% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.52% | -0.09% | -8.05% | |
| 10 | BX | Blackstone INC | 股票-金融 | 1.43% | -0.33% | -8.79% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.35% | -0.26% | -23.00% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.14% | -0.04% | +6.71% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.02% | -0.29% | +9.82% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.00% | — | -34.12% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.92% | -0.35% | -12.40% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.91% | — | +0.52% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | — | -17.50% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.75% | — | -51.64% | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.75% | — | -4.89% | |
| 20 | CAT | Caterpillar INC | 股票-工业 | 0.75% | +0.43% | -24.13% | |
| 21 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.74% | -0.47% | -11.75% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.69% | -0.19% | +19.79% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | -0.17% | -0.96% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.65% | — | -25.56% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.65% | — | +0.91% | |
| 26 | TSLA | Tesla INC | 股票-周期性消费 | 0.64% | -0.17% | -2.01% | |
| 27 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.63% | — | — | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.62% | — | -5.55% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | -10.88% | |
| 30 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.57% | -0.60% | EXIT | |
| 31 | ABBV | Abbvie INC | 股票-医疗保健 | 0.57% | — | +25.48% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.55% | -0.24% | -17.47% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.55% | — | +110.59% | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.54% | — | +37.63% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.54% | -0.22% | +7.61% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.54% | +0.38% | +0.21% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.53% | — | +196.12% | |
| 38 | PANW | Palo Alto Networks INC | 股票-科技 | 0.53% | — | -24.16% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.52% | -0.12% | -4.14% | |
| 40 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.52% | — | +35.02% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.52% | +0.28% | -1.44% | |
| 42 | AVGO | Broadcom INC | 股票-科技 | 0.52% | -0.13% | -40.76% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.51% | -0.41% | -49.58% | |
| 44 | PODD | Insulet CORP | 股票-医疗保健 | 0.51% | -0.29% | -41.87% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.50% | -0.12% | -1.49% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.50% | — | -4.33% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.49% | — | +2.21% | |
| 48 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.48% | -0.17% | -6.27% | |
| 49 | URI | United Rentals INC | 股票-工业 | 0.48% | — | -0.47% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.47% | — | +42.51% |