CIK: 0001728321
申报总市值
US$18.7亿
仅显示前 200 大持股（共 611 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 | 5.75% | -0.66% | -4.16% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.74% | -0.41% | -10.02% | |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 2.71% | -1.09% | +95.73% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.56% | -0.18% | -4.14% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.52% | -1.06% | -9.78% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.50% | -0.44% | -9.73% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.40% | +0.13% | -42.42% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.36% | -0.02% | +26.00% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.01% | +0.54% | -3.55% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.54% | -0.85% | +14.18% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.52% | -0.43% | -12.22% | |
| 12 | IDMO | Invesco S&p International De | ETF-其他 | 1.44% | — | — | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.24% | -0.27% | +1.25% | |
| 14 | VST | Vistra CORP | 股票-公用事业 | 1.19% | -0.44% | -7.61% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.13% | — | -6.44% | |
| 16 | TSLA | Tesla INC | 股票-周期性消费 | 1.05% | -0.51% | +3.62% | |
| 17 | PANW | Palo Alto Networks INC | 股票-科技 | 0.98% | -0.37% | +2.13% | |
| 18 | IBOC | International Bancshares Crp | 股票-其他 | 0.88% | — | — | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | -0.22% | -8.61% | |
| 20 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.80% | — | +107.67% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | -0.70% | -7.06% | |
| 22 | URI | United Rentals INC | 股票-工业 | 0.77% | -0.31% | -11.28% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.76% | — | -12.19% | |
| 24 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-其他 | 0.76% | — | +7.03% | |
| 25 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.74% | -0.18% | +100.32% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.72% | — | +0.59% | |
| 27 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.71% | -0.12% | -3.66% | |
| 28 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.70% | -0.21% | -10.25% | |
| 29 | VTV | Vanguard Value ETF | ETF-其他 | 0.69% | — | -1.21% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.68% | — | -2.30% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.68% | — | -24.21% | |
| 32 | JAZZ | Jazz Pharmaceuticals plc | 股票-医疗保健 | 0.67% | -0.41% | -3.99% | |
| 33 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.67% | -0.29% | -10.76% | |
| 34 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.64% | — | -6.14% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.64% | — | -30.67% | |
| 36 | ADTN | Adtran Holdings INC | 股票-其他 | 0.63% | — | -0.88% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.58% | — | +6.43% | |
| 38 | RTX | Rtx CORP | 股票-工业 | 0.56% | -0.26% | -5.37% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.53% | -0.09% | -0.77% | |
| 40 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.51% | — | +13.65% | |
| 41 | GS | Goldman Sachs Group INC | 股票-金融 | 0.48% | -0.12% | +0.12% | |
| 42 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.48% | — | +10.04% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.47% | — | -6.87% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | — | -16.45% | |
| 45 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.44% | — | +0.02% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.43% | — | +1.87% | |
| 47 | PWR | Quanta Services INC | 股票-工业 | 0.43% | -0.18% | +3.18% | |
| 48 | TER | Teradyne INC | 股票-科技 | 0.42% | -0.29% | EXIT | |
| 49 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.39% | — | +7.83% | |
| 50 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.39% | — | -2.75% |