CIK: 0001689013
申报总市值
US$7.9亿
仅显示前 200 大持股（共 291 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 7.59% | — | +19134.67% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 5.27% | -0.33% | +11.09% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.78% | +0.61% | -7.86% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.60% | — | +4.02% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.39% | -0.41% | +2.19% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.78% | — | +5.86% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.55% | — | +1.24% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.45% | -0.22% | +4.54% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.19% | -0.39% | +2.61% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.03% | -0.36% | +10.67% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.91% | -0.32% | +4.61% | |
| 12 | TSLA | Tesla INC | 股票-周期性消费 | 1.62% | -0.17% | +10.59% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.61% | — | +11.07% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.43% | -0.23% | +4.99% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.31% | — | +220.15% | |
| 16 | NFLX | Netflix INC | 股票-通信服务 | 1.12% | — | -4.20% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.11% | — | +7.59% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.10% | +0.13% | -3.79% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.87% | — | +2.19% | |
| 20 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.87% | -0.17% | -17.58% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | — | +6.34% | |
| 22 | WMT | Walmart INC | 股票-非周期性消费 | 0.81% | -0.14% | +2.61% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.78% | — | +5.68% | |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.78% | — | +0.26% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.77% | — | +76.29% | |
| 26 | HIGH | Simplify Enhanced Income ETF | ETF-其他 | 0.77% | — | -1.23% | |
| 27 | SOUN | Soundhound Ai Inc-a | 股票-科技 | 0.66% | — | -32.82% | |
| 28 | JUCY | Aptus Enhanced Yield ETF | ETF-其他 | 0.65% | — | +58.96% | |
| 29 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.62% | — | +4.40% | |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.62% | -0.18% | +1.57% | |
| 31 | BND | Vanguard Total Bond Market | ETF-其他 | 0.61% | — | -90.15% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.60% | — | +5.88% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.60% | — | +2.06% | |
| 34 | CI | THE Cigna Group | 股票-医疗保健 | 0.57% | — | +117.36% | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.55% | — | +5.82% | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.54% | — | +127.02% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.47% | — | -3.21% | |
| 38 | TFC | Truist Financial CORP | 股票-金融 | 0.47% | — | -5.75% | |
| 39 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.46% | — | -4.37% | |
| 40 | ANET | Arista Networks INC | 股票-科技 | 0.43% | — | — | |
| 41 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.43% | — | +0.40% | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.43% | — | +1.98% | |
| 43 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.43% | — | +4.42% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.42% | — | +3.69% | |
| 45 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.42% | — | -0.67% | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.41% | -0.14% | +2.93% | |
| 47 | ADBE | Adobe INC | 股票-科技 | 0.41% | +0.25% | +40.19% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.40% | — | +4.75% | |
| 49 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.40% | — | +13.09% | |
| 50 | RMD | Resmed INC | 股票-医疗保健 | 0.39% | — | +75.40% |