CIK: 0001689646
申报总市值
US$17.9亿
仅显示前 200 大持股（共 479 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 | 17.24% | -0.12% | +4.56% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.56% | -0.11% | +2.92% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.28% | -0.21% | +1.43% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.50% | — | +5337.59% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.35% | -0.12% | -1.24% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.28% | -0.05% | |
| 7 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.53% | — | +0.78% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.46% | -0.11% | -2.84% | |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.43% | — | -2.22% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.13% | +0.06% | +6.25% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.05% | -0.14% | -4.45% | |
| 12 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.94% | +0.05% | -1.36% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.92% | -0.15% | -14.35% | |
| 14 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 0.90% | +0.03% | -0.09% | |
| 15 | PEP | Pepsico INC | 股票-非周期性消费 | 0.88% | +0.03% | +1.64% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 0.81% | -0.11% | -39.36% | |
| 17 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.81% | — | -1.17% | |
| 18 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.81% | — | — | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | -0.09% | -12.11% | |
| 20 | INTC | Intel CORP | 股票-科技 | 0.74% | — | -1.63% | |
| 21 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.70% | +0.05% | -6.79% | |
| 22 | WMT | Walmart INC | 股票-非周期性消费 | 0.68% | +0.04% | +199.50% | |
| 23 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.66% | — | -1.54% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.61% | -0.08% | +3.42% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.59% | -0.07% | -1.64% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.56% | — | +3.15% | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.55% | — | +2.11% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.53% | — | -8.12% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | — | -4.90% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.49% | +0.12% | -3.30% | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 0.48% | +0.08% | +1.64% | |
| 32 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 0.48% | — | +471.93% | |
| 33 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.47% | +0.04% | +292.86% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | +0.16% | +3.14% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.47% | -0.09% | -1.14% | |
| 36 | AFL | Aflac INC | 股票-金融 | 0.46% | — | -5.90% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.45% | — | -0.20% | |
| 38 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.45% | — | +1.38% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.44% | — | -0.01% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | — | -51.48% | |
| 41 | TGT | Target CORP | 股票-周期性消费 | 0.43% | — | +1.81% | |
| 42 | CAT | Caterpillar INC | 股票-工业 | 0.41% | +0.07% | +0.30% | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.39% | — | +0.99% | |
| 44 | CBU | Community Financial System I | 股票-其他 | 0.39% | — | +50.96% | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.38% | — | +7.19% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.38% | -0.09% | +0.29% | |
| 47 | PNC | Pnc Financial Services Group | 股票-金融 | 0.37% | — | +8.36% | |
| 48 | WM | Waste Management INC | 股票-工业 | 0.37% | — | -8.49% | |
| 49 | BTT | Blackrock 2030 Muni Trgt Trm | 股票-其他 | 0.35% | — | +9.85% | |
| 50 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.35% | — | +3.41% |