CIK: 0001728321
申报总市值
US$18.7亿
仅显示前 200 大持股（共 551 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 | 9.65% | +0.13% | +14.45% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.44% | -0.41% | -0.49% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.70% | -0.02% | -10.91% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.21% | -0.44% | -0.97% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.66% | -1.06% | +0.31% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.91% | -0.66% | +12.21% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.89% | -0.18% | -16.26% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.76% | -0.43% | +12.53% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.18% | — | +14.26% | |
| 10 | IBOC | International Bancshares Crp | 股票-其他 | 1.03% | — | -3.04% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.03% | +0.22% | +2.57% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 1.00% | — | +6.81% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.93% | +0.54% | -9.67% | |
| 14 | TSLA | Tesla INC | 股票-周期性消费 | 0.90% | -0.51% | -4.85% | |
| 15 | PANW | Palo Alto Networks INC | 股票-科技 | 0.90% | -0.37% | +9.06% | |
| 16 | ATVIEUR | Activision Blizzard INC | 股票-通信服务 | 0.86% | — | +34.00% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.75% | — | -7.32% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 0.74% | — | -0.74% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 0.73% | — | -0.35% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.72% | — | -4.51% | |
| 21 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.69% | — | -6.36% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | -0.22% | -0.06% | |
| 23 | URI | United Rentals INC | 股票-工业 | 0.63% | -0.31% | +62.31% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.63% | — | +1.85% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.61% | — | -54.85% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | — | +11.42% | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 0.56% | -0.27% | +16.93% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.54% | -0.85% | +518.27% | |
| 29 | VRIG | Invesco Variable Rate Invest | ETF-其他 | 0.54% | — | -0.27% | |
| 30 | AMD | Advanced Micro Devices | 股票-科技 | 0.54% | — | +7.90% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.53% | -0.09% | +18.05% | |
| 32 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.53% | — | +0.22% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.50% | — | +6.39% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.50% | — | -26.81% | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.49% | — | +4.94% | |
| 36 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.48% | — | -1.46% | |
| 37 | DAKT | Daktronics INC | 股票-其他 | 0.48% | — | -26.65% | |
| 38 | NOW | Servicenow INC | 股票-科技 | 0.47% | -0.14% | -6.25% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.46% | — | -73.46% | |
| 40 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.45% | — | — | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.45% | -0.70% | -17.29% | |
| 42 | ARAY | Accuray INC | 股票-其他 | 0.43% | — | -1.97% | |
| 43 | VST | Vistra CORP | 股票-公用事业 | 0.43% | -0.44% | +65.19% | |
| 44 | SHOP | Shopify INC - Class A | 股票-科技 | 0.42% | — | -4.06% | |
| 45 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.41% | — | +18.05% | |
| 46 | CPS | Cooper-standard Holding | 股票-其他 | 0.41% | — | +12.69% | |
| 47 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.40% | +1.13% | -5.30% | |
| 48 | COP | Conocophillips | 股票-能源 | 0.40% | — | +52.92% | |
| 49 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.39% | — | +161.09% | |
| 50 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 0.39% | — | -7.14% |