CIK: 0001697274
申报总市值
US$4.5亿
仅显示前 200 大持股（共 318 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.73% | -2.19% | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.18% | -0.81% | — | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.88% | +0.53% | — | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.70% | — | — | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.42% | -0.19% | — | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.35% | -0.19% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.33% | — | — | |
| 8 | HON | Honeywell International INC | 股票-工业 | 1.94% | — | — | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.90% | -0.23% | — | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.90% | — | — | |
| 11 | C | Citigroup INC | 股票-金融 | 1.57% | — | — | |
| 12 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.56% | — | — | |
| 13 | HD | Home Depot INC | 股票-周期性消费 | 1.48% | — | — | |
| 14 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 1.48% | — | — | |
| 15 | AMAT | Applied Materials INC | 股票-科技 | 1.40% | +0.22% | — | |
| 16 | WMT | Walmart INC | 股票-非周期性消费 | 1.39% | — | — | |
| 17 | LMT | Lockheed Martin CORP | 股票-工业 | 1.39% | +0.39% | — | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | — | — | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.28% | — | — | |
| 20 | VZ | Verizon Communications INC | 股票-通信服务 | 1.21% | — | — | |
| 21 | IYT | Ishares US Transportation Et | ETF-其他 | 1.17% | — | — | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.15% | — | — | |
| 23 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 1.15% | — | — | |
| 24 | AVGO | Broadcom Inc. | 股票-科技 | 1.13% | — | — | |
| 25 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 1.05% | — | — | |
| 26 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.98% | +0.15% | — | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.98% | +0.20% | — | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.97% | +0.85% | — | |
| 29 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | 0.97% | — | — | |
| 30 | GPN | Global Payments INC | 股票-工业 | 0.97% | — | — | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.92% | +0.19% | — | |
| 32 | MTN | Vail Resorts INC | 股票-周期性消费 | 0.90% | — | — | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.87% | — | — | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.87% | — | — | |
| 35 | GS | Goldman Sachs Group INC | 股票-金融 | 0.85% | — | — | |
| 36 | UTXZ | United Tech CORP | 股票-其他 | 0.82% | — | — | |
| 37 | PFE | Pfizer INC | 股票-医疗保健 | 0.82% | — | — | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.79% | — | — | |
| 39 | AMGN | Amgen INC | 股票-医疗保健 | 0.79% | — | — | |
| 40 | WOOD | Ishares Global Timber & Fore | ETF-其他 | 0.78% | — | — | |
| 41 | NOC | Northrop Grumman CORP | 股票-工业 | 0.77% | — | — | |
| 42 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.75% | — | — | |
| 43 | ADBE | Adobe INC | 股票-科技 | 0.74% | — | — | |
| 44 | FDX | Fedex CORP | 股票-工业 | 0.72% | — | — | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.71% | — | — | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.64% | — | — | |
| 47 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.63% | — | — | |
| 48 | ✓ | Rydex ETF Trust | ETF-其他 | 0.62% | — | — | |
| 49 | CAT | Caterpillar INC | 股票-工业 | 0.62% | — | — | |
| 50 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.60% | — | — |