CIK: 0001728321
申报总市值
US$18.7亿
仅显示前 200 大持股（共 1004 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 | 5.05% | -0.66% | +78.02% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.58% | -0.41% | +81.82% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.92% | -0.44% | +124.86% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.84% | +0.13% | +134.28% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.72% | -1.06% | +134.27% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.28% | -0.18% | +76.36% | |
| 7 | TSLA | Tesla INC | 股票-周期性消费 | 1.81% | -0.51% | +246.32% | |
| 8 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 1.59% | -1.09% | +20.42% | |
| 9 | SLV | Ishares Silver Trust | ETF-避险与商品 | 1.58% | -1.18% | +938.93% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.57% | -0.02% | +31.89% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.46% | -0.70% | +317.32% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.45% | -0.43% | +50.29% | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.29% | -0.27% | +100.84% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.26% | +0.54% | +23.67% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.90% | -0.85% | +16.38% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.85% | — | +94.98% | |
| 17 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.78% | -0.12% | +128.37% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | +29.78% | |
| 19 | IDMO | Invesco S&p International De | ETF-其他 | 0.71% | — | -2.48% | |
| 20 | MSTR 8 PERP | Strategy INC | 股票-科技 | 0.67% | — | — | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | -0.22% | +50.53% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.61% | — | +347.62% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.57% | — | +48.04% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.54% | — | +969.53% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 0.54% | — | +55.79% | |
| 26 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.53% | — | +229.11% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.52% | — | +140.70% | |
| 28 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.52% | — | +140.70% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.52% | -0.09% | +133.72% | |
| 30 | VST | Vistra CORP | 股票-公用事业 | 0.50% | -0.44% | +4.10% | |
| 31 | PANW | Palo Alto Networks INC | 股票-科技 | 0.50% | -0.37% | +14.40% | |
| 32 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.49% | — | +33.21% | |
| 33 | VUG | Vanguard Growth ETF | ETF-其他 | 0.48% | — | +39.74% | |
| 34 | IBOC | International Bancshares Crp | 股票-其他 | 0.46% | — | +10.62% | |
| 35 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.46% | — | +234.16% | |
| 36 | RTX | Rtx CORP | 股票-工业 | 0.46% | -0.26% | +50.85% | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.46% | — | +1472.06% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.45% | — | — | |
| 39 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.43% | — | +2568.41% | |
| 40 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.43% | — | +2266.36% | |
| 41 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.42% | -0.21% | +13.61% | |
| 42 | JAZZ | Jazz Pharmaceuticals plc | 股票-医疗保健 | 0.42% | -0.41% | -1.38% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.41% | — | +34.01% | |
| 44 | WMT | Walmart INC | 股票-非周期性消费 | 0.41% | — | +119.34% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.41% | -0.29% | +29.95% | |
| 46 | NOW | Servicenow INC | 股票-科技 | 0.41% | -0.14% | +1269.73% | |
| 47 | GS | Goldman Sachs Group INC | 股票-金融 | 0.41% | -0.12% | +55.95% | |
| 48 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.40% | — | +0.17% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | +0.22% | +105.74% | |
| 50 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.40% | -0.18% | +6.14% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SLV | Ishares Silver Trust | +1.4% | +938.93% | 加仓 |
| 2 | TSLA | Tesla INC | +0.8% | +246.32% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +0.7% | +317.32% | 加仓 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.4% | +134.28% | 加仓 |
| 5 | ITOT | Ishares Core S&p Total U.s. | +0.4% | +969.53% | 加仓 |
| 6 | AMZN | Amazon.com INC | +0.4% | +124.86% | 加仓 |
| 7 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +1472.06% | 加仓 |
| 8 | DYNF | Ishrs US E F R A Etf-usd INC | +0.4% | +2568.41% | 加仓 |
| 9 | PULS | Pgim Ultra Short Bond ETF | +0.4% | +2266.36% | 加仓 |
| 10 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.3% | +347.62% | 加仓 |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | +0.3% | +2951.67% | 加仓 |
| 12 | IAU | Ishares Gold Trust | +0.3% | +1024.08% | 加仓 |
| 13 | PPA | Invesco Aerospace & Defense | +0.3% | +964.83% | 加仓 |
| 14 | SHOP | Shopify INC - Class A | +0.2% | +311.44% | 加仓 |
| 15 | MSTR | Strategy INC | +0.2% | +4779.82% | 加仓 |
| 16 | MSFT | Microsoft CORP | +0.2% | +134.27% | 加仓 |
| 17 | CGDV | Cap Group Dividend Value | +0.2% | +234.16% | 加仓 |
| 18 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +445.53% | 加仓 |
| 19 | GOOG | Alphabet Inc-cl C | +0.2% | +94.98% | 加仓 |
| 20 | INTC | Intel CORP | +0.2% | +238.53% | 加仓 |
| 21 | LRCX | Lam Research CORP | +0.2% | +352.61% | 加仓 |
| 22 | GLD | Spdr Gold Shares | +0.1% | +140.70% | 加仓 |
| 23 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +140.70% | 加仓 |
| 24 | LLY | Eli Lilly & Co | +0.1% | +90.29% | 加仓 |
| 25 | CRWD | Crowdstrike Holdings INC - A | +0.1% | +175.56% | 加仓 |
| 26 | PLTR | Palantir Technologies Inc-a | +0.1% | +128.37% | 加仓 |
| 27 | ABBV | Abbvie INC | +0.1% | +157.73% | 加仓 |
| 28 | WMT | Walmart INC | +0.1% | +119.34% | 加仓 |
| 29 | AVGO | Broadcom INC | +0.1% | +100.84% | 加仓 |
| 30 | NOW | Servicenow INC | +0.1% | +1269.73% | 加仓 |
| 31 | XOM | Exxon Mobil CORP | 0% | +105.74% | 加仓 |
| 32 | HD | Home Depot INC | 0% | +133.72% | 加仓 |
| 33 | GOOGL | Alphabet Inc-cl A | -0.1% | +50.29% | 加仓 |
| 34 | XLK | Ss Technology Select Sector | -0.1% | +229.11% | 加仓 |
| 35 | VTV | Vanguard Value ETF | -0.2% | +55.79% | 加仓 |
| 36 | AAPL | Apple INC | -0.2% | +81.82% | 加仓 |
| 37 | JPM | Jpmorgan Chase & Co | -0.2% | +50.53% | 加仓 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | +76.36% | 加仓 |
| 39 | NVDA | Nvidia CORP | -0.7% | +78.02% | 加仓 |
| 40 | VOO | Vanguard S&p 500 ETF | -0.8% | +23.67% | 加仓 |
| 41 | QQQ | Invesco Qqq Trust Series 1 | -0.8% | +31.89% | 加仓 |
| 42 | SPMO | Invesco S&p 500 Momentum ETF | -1.1% | +20.42% | 加仓 |
| 43 | MSTR 8 PERP | Strategy INC | — | NEW | 新建仓 |
| 44 | SCHF | Schwab Intl Equity ETF | — | NEW | 新建仓 |
| 45 | SILJ | Amplify Junior Silver Miners | — | NEW | 新建仓 |
| 46 | SLVP | Ishares Msci Global Silver A | — | NEW | 新建仓 |
| 47 | HEQT | Simplify Hedged Equity ETF | — | NEW | 新建仓 |
| 48 | IWY | Ishares Russell Top 200 Grow | — | NEW | 新建仓 |
| 49 | FTLS | First Trust Long/short Eqty | — | NEW | 新建仓 |
| 50 | RKLB | Rocket Lab CORP | — | NEW | 新建仓 |