CIK: 0001660177
申报总市值
US$19.1亿
仅显示前 200 大持股（共 704 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 | 5.30% | -0.44% | +5.39% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.56% | -0.52% | -1.20% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.82% | -0.18% | -9.22% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.28% | -0.33% | -4.34% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.45% | -1.87% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.66% | -0.35% | +6.26% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.54% | -0.09% | +9.36% | |
| 8 | BX | Blackstone INC | 股票-金融 | 1.50% | -0.33% | +1.59% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.48% | -0.26% | -1.30% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.43% | -0.04% | +2.88% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.21% | +1.53% | +19.43% | |
| 12 | CAT | Caterpillar INC | 股票-工业 | 1.16% | +0.43% | -1.27% | |
| 13 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 1.13% | +0.51% | +2745.74% | |
| 14 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.11% | -0.47% | +93.22% | |
| 15 | AVGO | Broadcom INC | 股票-科技 | 1.01% | -0.13% | -35.60% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.00% | -0.29% | -0.74% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.97% | — | +14.24% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.96% | — | +1.39% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.82% | -0.19% | +5.57% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.81% | -0.61% | -17.15% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | — | -13.99% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.79% | -0.17% | +9.98% | |
| 23 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.77% | -0.17% | +2.15% | |
| 24 | TSLA | Tesla INC | 股票-周期性消费 | 0.77% | -0.17% | -24.49% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.73% | -0.25% | -6.65% | |
| 26 | PANW | Palo Alto Networks INC | 股票-科技 | 0.72% | — | -6.57% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.67% | — | -12.17% | |
| 28 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.66% | — | +1.06% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.65% | -0.12% | +0.75% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.64% | — | -0.83% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | -0.24% | +4.63% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.62% | -0.22% | +28.57% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.61% | — | -1.92% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.60% | — | -8.59% | |
| 35 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.60% | -0.60% | EXIT | |
| 36 | PODD | Insulet CORP | 股票-医疗保健 | 0.58% | -0.29% | -1.43% | |
| 37 | URI | United Rentals INC | 股票-工业 | 0.57% | — | -12.68% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.53% | -0.12% | -6.66% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | -10.81% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.49% | +0.38% | -1.18% | |
| 41 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.48% | — | -13.38% | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.48% | — | -3.61% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.47% | -0.41% | -40.45% | |
| 44 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 0.47% | — | +47.46% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.45% | — | +3.80% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.45% | — | +0.79% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.45% | — | -4.72% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.43% | — | -3.62% | |
| 49 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.43% | -0.22% | -6.60% | |
| 50 | AVO | Mission Produce INC | 股票-其他 | 0.42% | — | -2.97% |