CIK: 0001728321
申报总市值
US$18.7亿
仅显示前 200 大持股（共 618 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 | NVDA | Nvidia CORP | 股票-科技 | 5.29% | -0.66% | -8.76% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.02% | +0.13% | -40.59% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.48% | -0.41% | -5.70% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.89% | -0.44% | +0.52% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.79% | -1.06% | -2.92% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.57% | -0.18% | +7.34% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.01% | +0.54% | +6.47% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.79% | -0.02% | -17.63% | |
| 9 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 1.34% | -1.09% | — | |
| 10 | VST | Vistra CORP | 股票-公用事业 | 1.33% | -0.44% | -12.33% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.31% | -0.43% | -16.61% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.28% | -0.85% | -5.35% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.21% | — | +1.68% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.07% | -0.27% | +9.02% | |
| 15 | PANW | Palo Alto Networks INC | 股票-科技 | 1.00% | -0.37% | -0.17% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.89% | -0.70% | +0.72% | |
| 17 | IBOC | International Bancshares Crp | 股票-其他 | 0.89% | — | -6.87% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.88% | — | +3.28% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.22% | -1.39% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.84% | — | +5.84% | |
| 21 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.83% | — | -34.52% | |
| 22 | AUSF | Global X Adaptive US Factor | ETF-其他 | 0.79% | — | — | |
| 23 | TSLA | Tesla INC | 股票-周期性消费 | 0.75% | -0.51% | +19.36% | |
| 24 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-其他 | 0.74% | — | -31.09% | |
| 25 | URI | United Rentals INC | 股票-工业 | 0.71% | -0.31% | -1.87% | |
| 26 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.71% | -0.29% | +113.71% | |
| 27 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.70% | — | +648.84% | |
| 28 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.69% | -0.21% | -10.62% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.69% | — | -5.29% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.69% | — | +2.30% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.68% | — | -12.14% | |
| 32 | VUG | Vanguard Growth ETF | ETF-其他 | 0.67% | — | -8.35% | |
| 33 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.64% | — | +0.36% | |
| 34 | ADTN | Adtran Holdings INC | 股票-其他 | 0.63% | — | +3.32% | |
| 35 | JAZZ | Jazz Pharmaceuticals plc | 股票-医疗保健 | 0.59% | -0.41% | +3.80% | |
| 36 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.58% | -0.12% | +24.61% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.56% | — | +24.51% | |
| 38 | RTX | Rtx CORP | 股票-工业 | 0.54% | -0.26% | -3.33% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.50% | -0.09% | -0.61% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.50% | — | +16.51% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.48% | — | +1689.48% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.46% | — | +1.58% | |
| 43 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.45% | — | -0.22% | |
| 44 | GS | Goldman Sachs Group INC | 股票-金融 | 0.44% | -0.12% | +9.46% | |
| 45 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.44% | — | -1.11% | |
| 46 | NOW | Servicenow INC | 股票-科技 | 0.43% | -0.14% | -2.96% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.42% | — | +3.56% | |
| 48 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.41% | — | +0.71% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | +0.22% | -7.01% | |
| 50 | PWR | Quanta Services INC | 股票-工业 | 0.40% | -0.18% | +1.02% |