CIK: 0001765690
申报总市值
US$12.9亿
仅显示前 200 大持股（共 407 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 | VUG | Vanguard Growth ETF | ETF-其他 | 3.12% | -0.22% | +5.59% | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.81% | -0.09% | +12.93% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.74% | -0.19% | -1.85% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.53% | -0.47% | +6.72% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.90% | — | +5.50% | |
| 6 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 1.84% | — | +76.59% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.82% | — | -7.33% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.71% | +0.12% | +34.73% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.57% | — | +2.29% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.56% | +0.14% | +0.54% | |
| 11 | XSVM | Invesco S&p Smallcap Value W | ETF-其他 | 1.44% | — | +10.33% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.43% | — | -3.86% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.36% | — | +1.33% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.32% | — | +28.52% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.30% | — | +24.86% | |
| 16 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 1.07% | -0.17% | +2.76% | |
| 17 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 1.05% | -0.09% | — | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.04% | — | -1.12% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.04% | — | +11.14% | |
| 20 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股与成长 | 0.93% | +0.07% | +15.53% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.93% | — | +16.87% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.87% | — | +46.59% | |
| 23 | JPLD | Jpmorgan LTD Duration ETF | ETF-其他 | 0.81% | — | -5.54% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.80% | — | +10.20% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.79% | — | +12.66% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.76% | — | +6.54% | |
| 27 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.75% | +0.07% | -8.10% | |
| 28 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.75% | — | +69.12% | |
| 29 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.74% | — | +148.93% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.68% | — | -0.83% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.66% | — | +10.89% | |
| 32 | EPI | Wisdomtree India Earnings | ETF-其他 | 0.65% | — | +0.81% | |
| 33 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.63% | — | +7.61% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | — | +50.11% | |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.62% | -0.18% | +49.21% | |
| 36 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.62% | +0.16% | +36.84% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.59% | — | -1.40% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.59% | -0.33% | -51.18% | |
| 39 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.59% | — | +5.20% | |
| 40 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.58% | — | +23.51% | |
| 41 | XBXMX | Nuveen S&p 500 Buy-wr INC | 股票-其他 | 0.56% | -0.29% | EXIT | |
| 42 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.55% | — | +0.71% | |
| 43 | EPD | Enterprise Products Partners | 股票-能源 | 0.53% | — | +20.26% | |
| 44 | PTNQ | Pacer Trendpilot 100 ETF | ETF-其他 | 0.53% | -0.08% | +35.63% | |
| 45 | IIPR | Innovative Industrial Proper | 股票-房地产 | 0.53% | — | +1.04% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | +0.12% | +12.98% | |
| 47 | MA | Mastercard INC - A | 股票-金融 | 0.52% | — | +2.93% | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.49% | — | +432.57% | |
| 49 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.49% | — | +8.20% | |
| 50 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.48% | — | -18.71% |