CIK: 0001729299
申报总市值
US$14.6亿
仅显示前 200 大持股（共 424 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 | 8.39% | -0.55% | +36.24% | |
| 2 | AAPL | Apple INC | 股票-科技 | 7.19% | -0.85% | +2.64% | |
| 3 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.62% | -0.61% | +4.28% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.14% | — | +1.45% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.10% | -0.29% | +7.70% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.10% | +0.63% | +1.91% | |
| 7 | TSLA | Tesla INC | 股票-周期性消费 | 2.97% | -0.58% | +6.43% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.76% | — | +1.99% | |
| 9 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 2.29% | -0.13% | +2.62% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.17% | -0.45% | +10.86% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.90% | -0.32% | +19.00% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.78% | -0.21% | +11.80% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.78% | -0.02% | +7.10% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.63% | — | +0.92% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.60% | — | +4.50% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.52% | — | +16.06% | |
| 17 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 1.47% | — | -5.76% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 1.44% | +0.30% | +16.16% | |
| 19 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.38% | +1.47% | +16.55% | |
| 20 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 1.21% | -1.21% | +64.61% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.04% | — | +5.88% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.99% | +0.03% | +4.48% | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 0.93% | — | +18.79% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.88% | — | +2.37% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.80% | — | +8.93% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.75% | +0.05% | +10.14% | |
| 27 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.71% | — | +2.58% | |
| 28 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 0.70% | +0.06% | +2419.26% | |
| 29 | VUG | Vanguard Growth ETF | ETF-其他 | 0.67% | — | +4.02% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.66% | +0.06% | +5.36% | |
| 31 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 0.61% | — | +4.79% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.60% | — | +11.64% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.58% | +0.15% | +226.81% | |
| 34 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.57% | +0.15% | +10.11% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.56% | — | +10.17% | |
| 36 | BIDD | Ishares International Divide | ETF-其他 | 0.55% | — | +5.46% | |
| 37 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.53% | — | +8.22% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.53% | — | +10.99% | |
| 39 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.51% | — | +11.20% | |
| 40 | T | At&t INC | 股票-通信服务 | 0.51% | — | +11.03% | |
| 41 | MLN | Vaneck Long Muni ETF | ETF-其他 | 0.51% | +0.04% | +27.02% | |
| 42 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 0.50% | — | +1.01% | |
| 43 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.47% | -0.29% | +36.36% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.47% | — | +10.74% | |
| 45 | XMPT | Vaneck Cef Muni Income ETF | ETF-其他 | 0.46% | +0.04% | +24.25% | |
| 46 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.46% | +0.05% | +850.88% | |
| 47 | BA | Boeing Co/the | 股票-工业 | 0.45% | — | +16.01% | |
| 48 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 0.45% | — | -2.45% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | +0.15% | +0.93% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.42% | — | +6.07% |