CIK: 0001665337
申报总市值
US$5.1亿
仅显示前 200 大持股（共 295 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 | 9.29% | -1.74% | -5.87% | |
| 2 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 8.77% | -3.16% | -7.35% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.17% | +0.56% | +208.67% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.07% | — | -2.93% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.46% | +0.58% | -11.51% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.36% | +0.22% | +16.61% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.24% | — | -97.50% | |
| 8 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 2.23% | — | +2.51% | |
| 9 | SKY | Champion Homes INC | 股票-周期性消费 | 1.92% | — | -2.82% | |
| 10 | BIDD | Ishares International Divide | ETF-其他 | 1.85% | -1.66% | EXIT | |
| 11 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.82% | +0.97% | +75.18% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.80% | -0.14% | -0.97% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.78% | — | +0.15% | |
| 14 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.73% | — | +0.89% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.58% | — | +296.74% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.33% | — | +16.49% | |
| 17 | GVI | Ishares Intermediate Governm | ETF-其他 | 1.25% | — | -13.04% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.20% | — | +0.47% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.17% | — | -1.69% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | -0.19% | -51.09% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.92% | — | +3.60% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.91% | — | +0.81% | |
| 23 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.88% | — | +34.39% | |
| 24 | CCSI | Consensus Cloud Solution | 股票-其他 | 0.84% | -0.06% | +9.27% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.82% | — | — | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.80% | — | +10.00% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.78% | — | -99.84% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.77% | — | +1.08% | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.73% | +0.34% | +152.40% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | — | -97.69% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | +0.36% | +96.24% | |
| 32 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 0.62% | — | -21.95% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.59% | +0.20% | -90.44% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.59% | +0.47% | -99.47% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.59% | +0.32% | -95.35% | |
| 36 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.58% | -0.51% | — | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.56% | +0.43% | -39.73% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.56% | +0.30% | -49.35% | |
| 39 | ITW | Illinois Tool Works | 股票-工业 | 0.56% | — | -0.72% | |
| 40 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.53% | — | +24.60% | |
| 41 | VNT | Vontier CORP | 股票-科技 | 0.51% | — | +14.72% | |
| 42 | LPLA | Lpl Financial Holdings INC | 股票-金融 | 0.50% | — | +3.64% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | +0.27% | -91.34% | |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.47% | +0.17% | -82.47% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.45% | — | -56.10% | |
| 46 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.43% | — | -72.81% | |
| 47 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 0.43% | — | +13.09% | |
| 48 | RTX | Rtx CORP | 股票-工业 | 0.41% | +0.32% | +449.42% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.40% | +0.29% | +54.58% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.39% | +0.23% | -80.06% |