CIK: 0001728321
申报总市值
US$18.7亿
仅显示前 200 大持股（共 572 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 | 6.05% | +0.13% | -32.17% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.15% | -0.66% | +870.95% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.27% | -0.41% | -15.73% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.97% | -1.06% | -8.15% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.92% | -0.44% | -26.21% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.28% | -0.18% | +10.14% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.11% | -0.02% | -41.84% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.73% | -0.43% | -11.96% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.52% | +0.54% | +34.15% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.47% | -0.85% | — | |
| 11 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.36% | +0.25% | — | |
| 12 | CVX | Chevron CORP | 股票-能源 | 1.15% | — | -1.83% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.11% | — | +2.95% | |
| 14 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 1.07% | — | — | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.07% | +0.22% | +41.57% | |
| 16 | PANW | Palo Alto Networks INC | 股票-科技 | 0.99% | -0.37% | -29.61% | |
| 17 | IBOC | International Bancshares Crp | 股票-其他 | 0.98% | — | -0.27% | |
| 18 | VST | Vistra CORP | 股票-公用事业 | 0.81% | -0.44% | -1.92% | |
| 19 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.77% | — | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.76% | — | +4.60% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.76% | — | -6.91% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.72% | — | -2.11% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | -0.22% | +2.30% | |
| 24 | URI | United Rentals INC | 股票-工业 | 0.70% | -0.31% | -0.11% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.68% | — | -4.29% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.67% | -0.70% | -3.93% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.66% | — | -8.89% | |
| 28 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-其他 | 0.66% | — | — | |
| 29 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.64% | — | +28.06% | |
| 30 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.63% | -0.18% | — | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.57% | -0.09% | +3.32% | |
| 32 | JAZZ | Jazz Pharmaceuticals plc | 股票-医疗保健 | 0.56% | -0.41% | -15.39% | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.53% | -0.27% | -31.81% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.53% | — | +2.96% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.51% | — | -11.38% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.47% | — | -7.74% | |
| 37 | RTX | Rtx CORP | 股票-工业 | 0.47% | -0.26% | -2.63% | |
| 38 | TSLA | Tesla INC | 股票-周期性消费 | 0.46% | -0.51% | -20.40% | |
| 39 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.46% | — | — | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.45% | — | -3.09% | |
| 41 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.44% | — | — | |
| 42 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.43% | — | -0.43% | |
| 43 | VRIG | Invesco Variable Rate Invest | ETF-其他 | 0.43% | — | — | |
| 44 | WTV | Wisdomtree U.s. Value Fund | ETF-其他 | 0.42% | — | +3.03% | |
| 45 | AMD | Advanced Micro Devices | 股票-科技 | 0.41% | — | -13.64% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.40% | — | +3.89% | |
| 47 | INFNEUR | Infinera CORP | 股票-其他 | 0.39% | — | +4.85% | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.38% | -0.29% | +4.46% | |
| 49 | ADTN | Adtran Holdings INC | 股票-其他 | 0.37% | — | +14.71% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.37% | — | -8.93% |