CIK: 0001689013
申报总市值
US$7.9亿
仅显示前 200 大持股（共 305 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 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 7.01% | -0.33% | +8.05% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.04% | — | -31.72% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.90% | — | +8.77% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.75% | -0.41% | +1.29% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.30% | +0.61% | +7.20% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.68% | — | +8.94% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.25% | -0.57% | +552.79% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.08% | -0.32% | +4.19% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.00% | -0.22% | +8.65% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.98% | — | -22.24% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.96% | -0.39% | -0.72% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.78% | -0.36% | +6.00% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.72% | -0.23% | -3.26% | |
| 14 | TSLA | Tesla INC | 股票-周期性消费 | 1.64% | -0.17% | +24.20% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.57% | — | +5.31% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.48% | +0.13% | +7.62% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.46% | — | +14.96% | |
| 18 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 1.31% | -0.15% | +1325.44% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | — | +11.15% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.00% | — | +21.48% | |
| 21 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.00% | -0.17% | +26.50% | |
| 22 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.00% | +1.04% | -11.03% | |
| 23 | WMT | Walmart INC | 股票-非周期性消费 | 0.93% | -0.14% | +27.25% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.82% | -0.18% | +2.20% | |
| 25 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.77% | — | -13.67% | |
| 26 | NFLX | Netflix INC | 股票-通信服务 | 0.75% | — | -18.80% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.71% | — | +5.55% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.71% | — | +21.85% | |
| 29 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.70% | — | — | |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.66% | — | +0.18% | |
| 31 | MBB | Ishares Mbs ETF | ETF-其他 | 0.65% | — | +504.17% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.65% | — | -37.46% | |
| 33 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.64% | — | +203.82% | |
| 34 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.63% | — | +1.32% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.61% | — | +0.68% | |
| 36 | STRL | Sterling Infrastructure INC | 股票-工业 | 0.61% | — | -2.89% | |
| 37 | MP | Mp Materials CORP | 股票-原材料 | 0.61% | — | -22.08% | |
| 38 | BE | Bloom Energy Corp- A | 股票-工业 | 0.59% | — | +72.61% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.53% | — | +19.33% | |
| 40 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.52% | — | +24.45% | |
| 41 | BND | Vanguard Total Bond Market | ETF-其他 | 0.51% | — | +0.18% | |
| 42 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.49% | — | +12.63% | |
| 43 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.49% | — | — | |
| 44 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.47% | — | -30.22% | |
| 45 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.45% | -0.14% | +22.45% | |
| 46 | DELL | Dell Technologies -c | 股票-科技 | 0.45% | — | +16.11% | |
| 47 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.45% | — | +11.10% | |
| 48 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.44% | — | +4.43% | |
| 49 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.43% | — | +0.06% | |
| 50 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.43% | — | +27.10% |