CIK: 0001689013
申报总市值
US$7.9亿
仅显示前 200 大持股（共 282 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 | 6.76% | — | +20.24% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.81% | -0.33% | +3.17% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 4.69% | +0.61% | +3.31% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.64% | — | +2.38% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.12% | -0.41% | -4.83% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.85% | — | +16.53% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.50% | — | +3.59% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.26% | -0.22% | +4.21% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.26% | -0.39% | -0.33% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.66% | -0.32% | +2.52% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.62% | -0.36% | +6.37% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.53% | — | +1.80% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.39% | -0.23% | -2.81% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.36% | +1.04% | +0.61% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.33% | +0.13% | -4.80% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.32% | — | +6.32% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.05% | — | -3.72% | |
| 18 | TSLA | Tesla INC | 股票-周期性消费 | 0.99% | -0.17% | +7.82% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.98% | — | +9.28% | |
| 20 | NFLX | Netflix INC | 股票-通信服务 | 0.97% | — | -6.74% | |
| 21 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.84% | — | +6.68% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.84% | — | -27.55% | |
| 23 | HIGH | Simplify Enhanced Income ETF | ETF-其他 | 0.82% | — | +3.16% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.81% | — | +2.59% | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 0.73% | -0.14% | +0.98% | |
| 26 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 0.71% | — | +0.19% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | — | +5.39% | |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.64% | — | +6.03% | |
| 29 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.62% | -0.18% | +0.93% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.58% | — | -7.92% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.57% | — | +12.49% | |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.57% | — | +2.73% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.57% | — | -0.12% | |
| 34 | CAT | Caterpillar INC | 股票-工业 | 0.57% | — | +68.27% | |
| 35 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.54% | — | -2.72% | |
| 36 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.54% | -0.17% | -9.22% | |
| 37 | TFC | Truist Financial CORP | 股票-金融 | 0.51% | — | -0.41% | |
| 38 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.51% | — | -1.20% | |
| 39 | DHI | Dr Horton INC | 股票-周期性消费 | 0.50% | — | -1.11% | |
| 40 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.49% | — | +31.01% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | — | -1.91% | |
| 42 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.47% | — | +7.02% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.46% | — | +4.61% | |
| 44 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.45% | — | +7.12% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.44% | — | -1.45% | |
| 46 | JUCY | Aptus Enhanced Yield ETF | ETF-其他 | 0.43% | — | -54.35% | |
| 47 | QCOM | Qualcomm INC | 股票-科技 | 0.42% | — | -8.88% | |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.41% | -0.57% | +9.83% | |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.41% | — | +10.13% | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.41% | — | -0.60% |