CIK: 0001697300
申报总市值
US$28.5亿
仅显示前 200 大持股（共 620 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 | 4.26% | -0.44% | +0.62% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.21% | -0.33% | +9.27% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 4.13% | +1.21% | -0.34% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.59% | -0.12% | -0.28% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.00% | -0.44% | +1.49% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.93% | -0.71% | -7.16% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.57% | +0.28% | +1.53% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.30% | -0.24% | -0.05% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.89% | — | +1.32% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 1.55% | — | +21.78% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.32% | — | -6.33% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.11% | -0.31% | +2.25% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.09% | -0.08% | -7.32% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.04% | -0.14% | +3.47% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 0.98% | — | +3.99% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.91% | -0.14% | +5.02% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.83% | — | -3.75% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 0.79% | — | +7.65% | |
| 19 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.78% | -0.13% | +18.20% | |
| 20 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.75% | — | -0.42% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.73% | -0.14% | +3.60% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.71% | — | -2.76% | |
| 23 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.69% | — | -1.81% | |
| 24 | WMT | Walmart INC | 股票-非周期性消费 | 0.68% | +0.11% | +5.85% | |
| 25 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.68% | +0.28% | +4.50% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.65% | -0.09% | -1.58% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.63% | — | +0.57% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.62% | +0.14% | +6.08% | |
| 29 | CAT | Caterpillar INC | 股票-工业 | 0.62% | +0.09% | +4.21% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.62% | -0.18% | +5.25% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.61% | — | +1.44% | |
| 32 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.60% | — | +6.36% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.57% | +0.07% | -2.06% | |
| 34 | SHOP | Shopify INC - Class A | 股票-科技 | 0.57% | -0.26% | -2.23% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.57% | — | -1.07% | |
| 36 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.56% | — | +0.60% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.56% | — | +0.84% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.56% | — | +21.14% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.54% | — | -4.48% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.54% | — | -0.12% | |
| 41 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.53% | — | +4.62% | |
| 42 | AER | AerCap Holdings N.V. | 股票-工业 | 0.53% | — | +10.75% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.52% | — | +6.97% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.50% | — | +3.33% | |
| 45 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.48% | — | +13.96% | |
| 46 | SYBT | Stock Yards Bancorp INC | 股票-其他 | 0.48% | — | +0.59% | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.46% | +0.10% | -1.14% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.44% | — | -0.31% | |
| 49 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.44% | -0.80% | +31.71% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | — | +17.10% |