CIK: 0001697300
申报总市值
US$28.5亿
仅显示前 200 大持股（共 545 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 | XOM | Exxon Mobil CORP | 股票-能源 | 9.25% | +1.21% | +0.25% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.94% | -0.33% | +5.25% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.51% | -0.12% | +0.61% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.48% | -0.71% | +3.54% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.52% | -0.44% | -4.12% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.48% | +0.28% | -1.18% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.31% | -0.44% | -1.78% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.53% | — | +12.17% | |
| 9 | GFS | GLOBALFOUNDRIES Inc. | 股票-科技 | 1.53% | — | -3.71% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.38% | -0.24% | +0.68% | |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.05% | — | +2.14% | |
| 12 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.02% | — | +1.25% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.99% | — | -0.71% | |
| 14 | TSLA | Tesla INC | 股票-周期性消费 | 0.96% | -0.21% | +16.43% | |
| 15 | AMD | Advanced Micro Devices | 股票-科技 | 0.93% | +0.10% | -5.48% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.81% | +0.07% | -1.16% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | -0.31% | -1.10% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 0.75% | -0.14% | +152.64% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.71% | -0.14% | +7.30% | |
| 20 | AER | AerCap Holdings N.V. | 股票-工业 | 0.71% | — | +10.73% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | +0.09% | +0.57% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.70% | — | +167.37% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 0.68% | — | +4.37% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.66% | -0.08% | +1.15% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.65% | — | -10.27% | |
| 26 | XLF | Ss Financial Select Sector | ETF-其他 | 0.61% | — | +16.90% | |
| 27 | FTNT | Fortinet INC | 股票-科技 | 0.61% | — | -0.33% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 0.60% | — | +13.25% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.55% | — | -2.94% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.53% | — | +2.05% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.52% | -0.09% | +15.88% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.51% | — | +18.69% | |
| 33 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.50% | — | — | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.49% | -0.14% | +33.96% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.48% | — | -0.57% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.47% | — | +2.77% | |
| 37 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.46% | — | -0.79% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.46% | — | -3.49% | |
| 39 | XLE | Ss Energy Select Sector | ETF-其他 | 0.45% | — | +62.51% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.45% | — | -4.99% | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.44% | — | +1.60% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.44% | — | +0.24% | |
| 43 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.44% | — | +0.23% | |
| 44 | CAT | Caterpillar INC | 股票-工业 | 0.44% | +0.09% | -1.12% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.43% | — | +240.82% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.43% | +0.14% | -0.55% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.42% | — | -6.82% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.41% | +0.11% | +1.19% | |
| 49 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.40% | — | -1.12% | |
| 50 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.40% | — | +24.41% |