CIK: 0001720969
申报总市值
US$10.7亿
仅显示前 200 大持股（共 250 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 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 14.09% | -1.72% | +3427.37% | |
| 2 | MTZ | Mastec INC | 股票-工业 | 10.00% | +1.27% | +247.06% | |
| 3 | VERX | Vertex INC - Class A | 股票-其他 | 4.11% | — | +2730.08% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 4.04% | -0.34% | +194.02% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.69% | +0.40% | +382.31% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.29% | +0.41% | +823.98% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.26% | -0.11% | +61.83% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.17% | -1.64% | +59.85% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.59% | -0.29% | +953.31% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.52% | -0.20% | +34.49% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.11% | +127.15% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.79% | +0.22% | +294.96% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.67% | +0.29% | — | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.54% | +0.12% | +352.87% | |
| 15 | RBLX | Roblox CORP -class A | 股票-通信服务 | 1.48% | — | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.38% | -0.19% | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.32% | +3.50% | +34.81% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.26% | -0.11% | — | |
| 19 | BSY | Bentley Systems Inc-class B | 股票-科技 | 1.23% | -0.26% | +1755.02% | |
| 20 | UBER | Uber Technologies INC | 股票-工业 | 1.20% | — | +877.36% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.19% | +0.02% | — | |
| 22 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.14% | -0.09% | — | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.14% | -0.10% | +2690.16% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.02% | +0.22% | — | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.01% | -0.06% | — | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.74% | — | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.69% | -0.14% | — | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.69% | -0.06% | — | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.68% | -0.01% | — | |
| 30 | TSLA | Tesla INC | 股票-周期性消费 | 0.67% | -0.04% | — | |
| 31 | FULT | Fulton Financial CORP | 股票-金融 | 0.65% | -0.03% | +5443.36% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | -0.01% | — | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.60% | — | — | |
| 34 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.59% | — | — | |
| 35 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.54% | — | — | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.49% | — | — | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.49% | — | — | |
| 38 | EPD | Enterprise Products Partners | 股票-能源 | 0.45% | — | — | |
| 39 | ABBV | Abbvie INC | 股票-医疗保健 | 0.42% | — | — | |
| 40 | GQGU | Gqg US Equity ETF | ETF-其他 | 0.42% | -0.77% | — | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.41% | +0.05% | — | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.39% | — | — | |
| 43 | HIMS | Hims & Hers Health INC | 股票-医疗保健 | 0.36% | — | — | |
| 44 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.33% | — | — | |
| 45 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.30% | — | — | |
| 46 | WMB | Williams Cos INC | 股票-能源 | 0.30% | — | — | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.30% | — | — | |
| 48 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.29% | — | — | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.28% | — | — | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.27% | +0.06% | — |