CIK: 0001689646
申报总市值
US$17.9亿
仅显示前 200 大持股（共 439 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 15.90% | -0.12% | +5.63% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.39% | -0.11% | +1.60% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.56% | -0.21% | -7.59% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.44% | -0.12% | +383.40% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.07% | -0.11% | -2.92% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.82% | — | -0.17% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.67% | -0.28% | -5.70% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.61% | +0.51% | +1.42% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.38% | — | +2.34% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.13% | +0.06% | -19.70% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.02% | — | +1.75% | |
| 12 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.99% | +0.05% | -9.22% | |
| 13 | SPEU | State Street Spdr Portfolio | ETF-其他 | 0.97% | — | +2.02% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.92% | — | -2.30% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.89% | — | +1.68% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.88% | -0.14% | -5.36% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.82% | — | +1580.70% | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.80% | -0.15% | -3.09% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.80% | — | +2.78% | |
| 20 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.78% | +0.05% | +1.70% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.09% | +1.56% | |
| 22 | WMT | Walmart INC | 股票-非周期性消费 | 0.73% | +0.04% | -10.42% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | — | -0.92% | |
| 24 | INTC | Intel CORP | 股票-科技 | 0.69% | — | +6.00% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | — | +0.55% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.62% | +0.12% | +1.71% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.58% | -0.08% | -4.21% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.56% | -0.11% | -31.71% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | -0.07% | +2.77% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.52% | +0.08% | +5.70% | |
| 31 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.52% | — | -5.10% | |
| 32 | BALL | Ball CORP | 股票-周期性消费 | 0.51% | — | -0.92% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.51% | — | +1.00% | |
| 34 | AFL | Aflac INC | 股票-金融 | 0.50% | — | -0.44% | |
| 35 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.49% | — | +2.72% | |
| 36 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.48% | — | +2.54% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.48% | — | +0.02% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.47% | — | -4.11% | |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.46% | — | -2.55% | |
| 40 | PFE | Pfizer INC | 股票-医疗保健 | 0.46% | — | +0.84% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.46% | -0.17% | -2.07% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | +0.16% | -0.70% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.42% | — | -4.23% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.40% | -0.09% | -1.01% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工业 | 0.38% | +0.05% | +0.59% | |
| 46 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.37% | — | +4.75% | |
| 47 | CBU | Community Financial System I | 股票-其他 | 0.35% | — | +108.39% | |
| 48 | PEP | Pepsico INC | 股票-非周期性消费 | 0.35% | +0.03% | +1.20% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.35% | -0.09% | +0.17% | |
| 50 | BA | Boeing Co/the | 股票-工业 | 0.34% | — | -1.42% |