CIK: 0001689013
申报总市值
US$7.9亿
仅显示前 200 大持股（共 299 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 | 6.68% | -0.33% | -2.74% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 4.91% | -0.57% | +128.46% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.65% | -0.41% | +1.52% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.15% | — | +19.79% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.84% | — | -25.38% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.54% | -0.32% | -1.31% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.28% | +0.61% | -30.53% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 2.23% | — | +890.24% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.09% | -0.22% | +2.16% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.89% | -0.36% | +4.97% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.78% | -0.39% | +1.60% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.73% | +0.13% | +9.52% | |
| 13 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 1.73% | -0.15% | +38.48% | |
| 14 | TSLA | Tesla INC | 股票-周期性消费 | 1.59% | -0.17% | +0.11% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.51% | -0.23% | +1.86% | |
| 16 | EMGF | Ishares Emerging Markets Equ | ETF-新兴市场 | 1.42% | — | — | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.38% | — | -64.28% | |
| 18 | MBB | Ishares Mbs ETF | ETF-其他 | 1.30% | — | +108.30% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.25% | — | +23.39% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.25% | — | +27.20% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.25% | — | -34.18% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.23% | — | -11.74% | |
| 23 | WMT | Walmart INC | 股票-非周期性消费 | 1.09% | -0.14% | +12.97% | |
| 24 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.89% | -0.17% | -4.24% | |
| 25 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 0.82% | — | +937.21% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.81% | -0.18% | +1.17% | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 0.77% | — | +7.80% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.73% | — | -0.21% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.72% | — | +115.18% | |
| 30 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.70% | +1.04% | -26.63% | |
| 31 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.65% | — | -2.44% | |
| 32 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-其他 | 0.63% | — | — | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.61% | — | +4.99% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.60% | — | -3.07% | |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.60% | — | -1.68% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.57% | — | +2.88% | |
| 37 | PFE | Pfizer INC | 股票-医疗保健 | 0.53% | +0.18% | +137.38% | |
| 38 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.51% | — | +3.47% | |
| 39 | NFLX | Netflix INC | 股票-通信服务 | 0.51% | — | +801.09% | |
| 40 | BND | Vanguard Total Bond Market | ETF-其他 | 0.50% | — | +2.63% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.48% | — | — | |
| 42 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.48% | — | +2.32% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.48% | — | -19.47% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.46% | — | +12.70% | |
| 45 | VUG | Vanguard Growth ETF | ETF-其他 | 0.45% | — | +16.54% | |
| 46 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.45% | — | -2.43% | |
| 47 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.45% | — | -28.86% | |
| 48 | GS | Goldman Sachs Group INC | 股票-金融 | 0.45% | — | +21.29% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.45% | — | -37.44% | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.44% | -0.14% | -0.03% |