CIK: 0001697300
申报总市值
US$28.5亿
仅显示前 200 大持股（共 707 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 | 5.43% | -0.44% | -1.37% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.92% | -0.33% | +2.53% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.77% | -0.12% | +1.15% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.26% | -0.71% | +1.84% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.97% | +1.21% | -4.32% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.80% | -0.44% | +2.57% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.37% | -0.24% | +0.67% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.35% | +0.28% | +0.19% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 1.59% | -0.18% | +12.04% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.47% | -0.31% | +2.83% | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 1.38% | — | +5.17% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.34% | — | -5.30% | |
| 13 | HOOD | Robinhood Markets INC - A | 股票-金融 | 1.27% | -0.80% | +0.25% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.26% | -0.14% | +16.03% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.18% | — | -1.72% | |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 1.13% | — | +465.35% | |
| 17 | TSLA | Tesla INC | 股票-周期性消费 | 1.06% | -0.21% | -1.47% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.01% | -0.08% | -3.08% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.96% | -0.14% | +3.98% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.90% | — | +4.43% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.89% | -0.14% | -9.14% | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.87% | +0.28% | +34.91% | |
| 23 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.86% | -0.17% | +58.23% | |
| 24 | SHOP | Shopify INC - Class A | 股票-科技 | 0.70% | -0.26% | +0.68% | |
| 25 | CAT | Caterpillar INC | 股票-工业 | 0.69% | +0.09% | -8.28% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.68% | — | -3.10% | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.67% | — | -1.46% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | — | +11.53% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.65% | — | -1.26% | |
| 30 | AER | AerCap Holdings N.V. | 股票-工业 | 0.64% | — | +0.00% | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 0.61% | +0.11% | +4.11% | |
| 32 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.57% | -0.13% | +2.39% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.57% | — | +5.31% | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.56% | -0.09% | +0.77% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.56% | — | +1.91% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.55% | +0.26% | +90.76% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.55% | -0.12% | +6.62% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.54% | — | +1.25% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.53% | — | +0.02% | |
| 40 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 0.52% | -0.14% | -7.52% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.50% | — | +0.72% | |
| 42 | AUSF | Global X Adaptive US Factor | ETF-其他 | 0.50% | — | +153.75% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.49% | — | -0.07% | |
| 44 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.48% | — | +2.31% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.48% | — | +0.53% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.47% | +0.14% | +0.60% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.43% | — | +27.95% | |
| 48 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.43% | — | +4.86% | |
| 49 | SYBT | Stock Yards Bancorp INC | 股票-其他 | 0.40% | — | +3.67% | |
| 50 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.39% | — | -1.66% |