CIK: 0001689013
申报总市值
US$7.9亿
仅显示前 200 大持股（共 270 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 | BND | Vanguard Total Bond Market | ETF-其他 | 5.86% | — | +25.64% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.80% | -0.33% | +0.21% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 4.60% | +0.61% | +12.42% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.62% | -0.41% | +974.34% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.56% | — | +2.42% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.57% | — | +1.15% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.56% | -0.39% | +16.26% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.53% | — | +35.77% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.13% | -0.22% | +9.70% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.93% | -0.32% | +11.86% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.72% | -0.36% | +7.19% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.49% | — | -0.25% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.41% | +1.04% | +4.59% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.37% | +0.13% | -0.73% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.36% | -0.23% | +7.60% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.26% | — | -10.05% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.24% | — | +1.75% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.13% | — | +12.58% | |
| 19 | NFLX | Netflix INC | 股票-通信服务 | 1.08% | — | +78.27% | |
| 20 | JUCY | Aptus Enhanced Yield ETF | ETF-其他 | 1.03% | — | -17.77% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.91% | — | +3.17% | |
| 22 | HIGH | Simplify Enhanced Income ETF | ETF-其他 | 0.90% | — | +13.21% | |
| 23 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.82% | — | +2.51% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.81% | — | +1.10% | |
| 25 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 0.77% | — | +2.43% | |
| 26 | TSLA | Tesla INC | 股票-周期性消费 | 0.75% | -0.17% | -8.12% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.71% | — | +2.12% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | — | -1.60% | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.66% | -0.14% | -1.66% | |
| 30 | MU | Micron Technology INC | 股票-科技 | 0.65% | — | +46.40% | |
| 31 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.63% | -0.18% | -0.23% | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.61% | — | +6.06% | |
| 33 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.60% | — | +57.40% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.60% | — | +8.88% | |
| 35 | QCOM | Qualcomm INC | 股票-科技 | 0.58% | — | +14.38% | |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.57% | — | +1.30% | |
| 37 | AMAT | Applied Materials INC | 股票-科技 | 0.53% | — | +11.65% | |
| 38 | KMI | Kinder Morgan INC | 股票-能源 | 0.53% | — | +90.59% | |
| 39 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.53% | — | -7.79% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.53% | — | +12.79% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | — | +13.46% | |
| 42 | TFC | Truist Financial CORP | 股票-金融 | 0.51% | — | +0.59% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.47% | — | +7.39% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.47% | — | +0.87% | |
| 45 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.45% | — | +14.55% | |
| 46 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.44% | — | +5.20% | |
| 47 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.44% | -0.17% | -4.16% | |
| 48 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.44% | — | +3.90% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.44% | — | +15.03% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.41% | — | +0.03% |