CIK: 0001660177
申报总市值
US$19.1亿
仅显示前 200 大持股（共 737 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 | 4.58% | -0.44% | -8.19% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.46% | -0.52% | -24.18% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.28% | -0.18% | +0.15% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.27% | -0.33% | -0.72% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.82% | +1.53% | +8.42% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.80% | -0.45% | -2.56% | |
| 7 | BX | Blackstone INC | 股票-金融 | 1.49% | -0.33% | +8.34% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.43% | -0.26% | +2.89% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.40% | -0.04% | +23.98% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.32% | -0.09% | -17.55% | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 1.19% | -0.13% | +56.02% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.96% | -0.29% | -0.49% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.91% | — | +1.09% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.90% | -0.35% | -3.90% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.87% | — | +2.20% | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.85% | -0.47% | +5.15% | |
| 17 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.84% | -0.61% | +863.10% | |
| 18 | CAT | Caterpillar INC | 股票-工业 | 0.82% | +0.43% | +4.69% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | — | -3.88% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.72% | — | +3.73% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.72% | — | +20.40% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.72% | -0.41% | +60.30% | |
| 23 | TSLA | Tesla INC | 股票-周期性消费 | 0.71% | -0.17% | +1.62% | |
| 24 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.71% | — | — | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.68% | -0.24% | +7.67% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.67% | -0.17% | +2.45% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.64% | -0.19% | +4.45% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.62% | — | -13.11% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.61% | — | +1.09% | |
| 30 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.60% | — | -3.47% | |
| 31 | PANW | Palo Alto Networks INC | 股票-科技 | 0.58% | — | +2.41% | |
| 32 | PODD | Insulet CORP | 股票-医疗保健 | 0.57% | -0.29% | +5.83% | |
| 33 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.55% | — | +0.38% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | +10.36% | |
| 35 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.54% | — | +170.70% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.54% | — | +1746.59% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.53% | -0.12% | +2.18% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.53% | -0.25% | +74.62% | |
| 39 | URI | United Rentals INC | 股票-工业 | 0.52% | — | +1.08% | |
| 40 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.51% | -0.60% | EXIT | |
| 41 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.50% | -0.17% | +9.35% | |
| 42 | ✓ | Cyberark Software LTD | 股票-其他 | 0.50% | — | +22.36% | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.48% | — | -19.60% | |
| 44 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.46% | — | -9.52% | |
| 45 | SUB | Ishares Short-term National | ETF-其他 | 0.45% | — | +45.68% | |
| 46 | AVO | Mission Produce INC | 股票-其他 | 0.45% | — | +0.00% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.44% | +0.38% | -14.11% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.44% | — | -1.84% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.43% | — | +87.76% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.43% | -0.29% | +52.87% |