CIK: 0001728321
申报总市值
US$18.7亿
仅显示前 200 大持股（共 588 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.89% | +0.13% | -1.58% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.05% | -0.41% | -4.85% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.31% | -0.02% | +5.78% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.58% | -0.44% | +1.90% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.26% | -0.18% | -2.22% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.22% | — | -1.53% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.17% | -1.06% | +3.29% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.82% | — | -1.18% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.16% | +0.22% | -1.30% | |
| 10 | IBOC | International Bancshares Crp | 股票-其他 | 1.06% | — | +1.58% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.90% | +0.54% | +8.67% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 0.86% | — | +8.96% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.84% | — | -12.01% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.83% | -0.43% | +3.54% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 0.77% | -0.66% | +5.58% | |
| 16 | TSLA | Tesla INC | 股票-周期性消费 | 0.74% | -0.51% | +27.34% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 0.72% | — | -7.10% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | — | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 0.68% | — | +0.65% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.66% | — | -1.56% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.66% | — | -0.85% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.65% | — | -4.46% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.63% | — | +417.71% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.62% | — | -1.20% | |
| 25 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.61% | — | -4.47% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.58% | — | +21.52% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.54% | +1.13% | +7.05% | |
| 28 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.53% | — | +1.84% | |
| 29 | VRIG | Invesco Variable Rate Invest | ETF-其他 | 0.52% | — | -0.95% | |
| 30 | PFE | Pfizer INC | 股票-医疗保健 | 0.52% | — | -3.01% | |
| 31 | PANW | Palo Alto Networks INC | 股票-科技 | 0.51% | -0.37% | +2.01% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.50% | -0.70% | +1.63% | |
| 33 | ARAY | Accuray INC | 股票-其他 | 0.49% | — | -2.99% | |
| 34 | DAKT | Daktronics INC | 股票-其他 | 0.48% | — | -12.26% | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.48% | — | -3.29% | |
| 36 | CAMPEUR | Calamp CORP | 股票-其他 | 0.47% | — | +6.05% | |
| 37 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.47% | — | -7.49% | |
| 38 | BP | Bp Plc-spons Adr | 股票-能源 | 0.45% | — | -10.30% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | -0.22% | -0.75% | |
| 40 | AMD | Advanced Micro Devices | 股票-科技 | 0.44% | — | +0.02% | |
| 41 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 0.44% | — | +1.00% | |
| 42 | UIS | Unisys CORP | 股票-其他 | 0.42% | — | +27.45% | |
| 43 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.42% | — | +1.17% | |
| 44 | NOW | Servicenow INC | 股票-科技 | 0.41% | -0.14% | +0.52% | |
| 45 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.41% | — | -1.66% | |
| 46 | T | At&t INC | 股票-通信服务 | 0.40% | — | -4.46% | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.40% | — | -21.11% | |
| 48 | XLE | Ss Energy Select Sector | ETF-其他 | 0.39% | — | -23.11% | |
| 49 | ARKW | Ark Next Generation Internet | ETF-其他 | 0.39% | — | -6.42% | |
| 50 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.39% | — | -18.46% |