CIK: 0001665337
申报总市值
US$5.1亿
仅显示前 200 大持股（共 254 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 9.40% | -1.74% | -3.46% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 7.45% | — | -3.47% | |
| 3 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 6.67% | -3.16% | -5.72% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-其他 | 5.35% | — | — | |
| 5 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 3.42% | — | -9.63% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 2.66% | — | -2.23% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.63% | — | +131.84% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.41% | — | -0.68% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.04% | -0.14% | -29.47% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.74% | +0.56% | +25.90% | |
| 11 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.50% | -0.51% | +246.18% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.37% | +0.22% | -5.48% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.35% | — | +2.64% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.32% | — | -4.67% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.21% | — | +2.08% | |
| 16 | GOOD | Gladstone Commercial CORP | 股票-其他 | 1.06% | — | +3.93% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.04% | — | +1.40% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | -0.19% | — | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.04% | — | +8.16% | |
| 20 | ITW | Illinois Tool Works | 股票-工业 | 1.00% | — | — | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.85% | — | -9.99% | |
| 22 | DKNG1USD | Draftkings Holdings INC | 股票-其他 | 0.79% | — | +6.67% | |
| 23 | PAAS | Pan American Silver CORP | 股票-原材料 | 0.78% | — | -11.76% | |
| 24 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.74% | — | -11.20% | |
| 25 | SUI | Sun Communities INC | 股票-房地产 | 0.72% | — | — | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.69% | — | -15.65% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.66% | — | — | |
| 28 | ROKU | Roku INC | 股票-通信服务 | 0.57% | — | -1.41% | |
| 29 | SYK | Stryker CORP | 股票-医疗保健 | 0.55% | — | -1.68% | |
| 30 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.54% | — | -1.20% | |
| 31 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 0.48% | — | +4.63% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.46% | +0.32% | -10.45% | |
| 33 | PINS | Pinterest Inc- Class A | 股票-通信服务 | 0.46% | — | -13.34% | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.44% | — | -8.55% | |
| 35 | JMIA | Jumia Technologies Ag-adr | 股票-其他 | 0.43% | — | +158.17% | |
| 36 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.41% | — | +4.03% | |
| 37 | SMG | Scotts Miracle-gro Co | 股票-原材料 | 0.41% | — | +9.23% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.40% | — | +422.63% | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.39% | +0.17% | -11.29% | |
| 40 | VZ | Verizon Communications INC | 股票-通信服务 | 0.39% | — | -7.97% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.37% | +0.23% | -13.21% | |
| 42 | ASML | ASML Holding N.V. | 股票-科技 | 0.37% | — | +0.81% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.37% | — | -15.34% | |
| 44 | DAR | Darling Ingredients INC | 股票-非周期性消费 | 0.36% | — | +6.21% | |
| 45 | FSLY | Fastly INC - Class A | 股票-科技 | 0.36% | — | +118.96% | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.36% | +0.20% | -4.96% | |
| 47 | PFE | Pfizer INC | 股票-医疗保健 | 0.33% | +0.14% | -10.67% | |
| 48 | MLCO | Melco Resorts & Entert-adr | 股票-其他 | 0.33% | — | +34.20% | |
| 49 | ✓ | 股票-其他 | 0.33% | — | — | ||
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.33% | +0.29% | -44.78% |