CIK: 0001729299
申报总市值
US$14.6亿
仅显示前 200 大持股（共 298 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 11.05% | -0.55% | -1.78% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 7.77% | +0.63% | +17.35% | |
| 3 | AAPL | Apple INC | 股票-科技 | 6.46% | -0.85% | -1.94% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.05% | -0.29% | +19.00% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | -0.45% | -4.95% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.57% | — | +7.53% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 2.10% | — | +7.20% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.97% | — | -0.91% | |
| 9 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 1.95% | — | +13.07% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 1.71% | — | -0.43% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.67% | — | -8.34% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.60% | — | — | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.37% | -0.02% | -7.49% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.30% | — | -0.30% | |
| 15 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 1.14% | — | -47.09% | |
| 16 | TSLA | Tesla INC | 股票-周期性消费 | 1.07% | -0.58% | -26.13% | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 1.01% | +0.30% | -4.91% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.00% | — | +92.65% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.95% | — | +4.22% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.92% | +0.03% | -3.78% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.85% | — | -6.12% | |
| 22 | XLE | Ss Energy Select Sector | ETF-其他 | 0.83% | — | +87.25% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.82% | -0.21% | -4.76% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.82% | — | +2.35% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.81% | — | +1.31% | |
| 26 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.80% | -1.21% | — | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | +0.15% | -0.01% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.74% | +0.06% | -1.64% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.68% | — | -83.13% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | +0.05% | -9.40% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.63% | — | +1.54% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.63% | — | +5.23% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.62% | — | +3.93% | |
| 34 | BA | Boeing Co/the | 股票-工业 | 0.62% | — | -3.10% | |
| 35 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 0.60% | — | +4.04% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.59% | — | -3.17% | |
| 37 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.58% | — | -81.40% | |
| 38 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.57% | +0.15% | +5.94% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | — | +1.42% | |
| 40 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 0.54% | — | +2.57% | |
| 41 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 0.54% | — | +0.31% | |
| 42 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.53% | — | -12.06% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.52% | — | -2.56% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.52% | — | -7.16% | |
| 45 | CDC | Victoryshares US Eq Income E | ETF-其他 | 0.50% | — | -57.90% | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.49% | — | -3.69% | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.49% | — | -1.86% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.48% | — | -35.39% | |
| 49 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.47% | — | +0.15% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.46% | — | +5.87% |