CIK: 0001660177
申报总市值
US$19.1亿
仅显示前 200 大持股（共 767 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 | 4.67% | -0.44% | +1.67% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.34% | -0.52% | -3.75% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.76% | -0.18% | +4.84% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.27% | -0.33% | -9.29% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.86% | -0.45% | +6.55% | |
| 6 | BX | Blackstone INC | 股票-金融 | 1.55% | -0.33% | -1.76% | |
| 7 | AVGO | Broadcom INC | 股票-科技 | 1.42% | -0.13% | +7.42% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.35% | -0.26% | +1.42% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.31% | -0.09% | -2.01% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.29% | -0.04% | -8.24% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.15% | -0.35% | +0.22% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.07% | -0.47% | +21.18% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.97% | +1.53% | -43.02% | |
| 14 | TSLA | Tesla INC | 股票-周期性消费 | 0.96% | -0.17% | +3.10% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.94% | -0.29% | -0.09% | |
| 16 | CAT | Caterpillar INC | 股票-工业 | 0.93% | +0.43% | -1.34% | |
| 17 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.91% | -0.61% | +10.42% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.88% | — | -0.35% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | — | +4.42% | |
| 20 | PANW | Palo Alto Networks INC | 股票-科技 | 0.81% | — | +52.27% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.80% | — | -2.97% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.75% | -0.41% | +11.09% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.73% | -0.19% | +20.26% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.73% | -0.25% | +42.39% | |
| 25 | URI | United Rentals INC | 股票-工业 | 0.73% | — | +18.81% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.71% | — | -0.72% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.67% | -0.17% | +0.17% | |
| 28 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.64% | — | -1.78% | |
| 29 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.64% | — | +31.09% | |
| 30 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.64% | -0.17% | +18.53% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.64% | — | +1.14% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | -0.24% | +0.10% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.62% | — | +1.84% | |
| 34 | PODD | Insulet CORP | 股票-医疗保健 | 0.60% | -0.29% | +15.27% | |
| 35 | ✓ | Cyberark Software LTD | 股票-其他 | 0.60% | — | +9.64% | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.60% | — | -1.36% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | +7.00% | |
| 38 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.55% | — | -3.00% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.53% | -0.12% | -3.04% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.51% | — | -4.60% | |
| 41 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.50% | -0.60% | EXIT | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.46% | +0.38% | -0.50% | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.46% | — | -2.71% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.45% | — | +64.53% | |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.43% | -0.22% | +35.43% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.43% | -0.12% | +15.27% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.43% | — | -4.53% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.43% | — | -4.62% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.43% | -0.29% | +2.81% | |
| 50 | AVO | Mission Produce INC | 股票-其他 | 0.42% | — | — |