CIK: 0001846758
申报总市值
US$2.9亿
仅显示前 200 大持股（共 402 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 | AAPL | Apple INC | 股票-科技 | 7.65% | -0.18% | -0.20% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.46% | -0.22% | +12.34% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.60% | -0.30% | +5.87% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.14% | — | -2.38% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.14% | -0.27% | -3.82% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.76% | -0.38% | +2.14% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.67% | — | +1.95% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.60% | +0.19% | +0.04% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.56% | — | +9.84% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.22% | -0.20% | +1672.67% | |
| 11 | DSTL | Distillate US Fundamental St | ETF-其他 | 2.19% | -0.02% | +23.05% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.08% | — | +14.81% | |
| 13 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 2.02% | — | -0.75% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.01% | — | -0.38% | |
| 15 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.98% | -0.29% | — | |
| 16 | AMN | Amn Healthcare Services INC | 股票-其他 | 1.52% | — | — | |
| 17 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.36% | -0.12% | -7.21% | |
| 18 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 1.29% | -0.11% | — | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.23% | +0.10% | — | |
| 20 | QCOM | Qualcomm INC | 股票-科技 | 1.21% | -0.15% | +2.97% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.19% | +0.08% | +9.51% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.99% | -0.06% | +1900.00% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | -0.06% | +4.03% | |
| 24 | PAUG | Innovator U.s. Equity Power | ETF-其他 | 0.97% | — | +3051.59% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | -0.07% | +2.09% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.94% | +0.13% | — | |
| 27 | ADBE | Adobe INC | 股票-科技 | 0.89% | -0.14% | — | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.86% | -0.05% | -2.20% | |
| 29 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 0.84% | — | -6.50% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.80% | — | -19.34% | |
| 31 | BJAN | Innovator U.s. Equity Buffer | ETF-其他 | 0.76% | — | -6.62% | |
| 32 | RMD | Resmed INC | 股票-医疗保健 | 0.76% | — | -1.36% | |
| 33 | FTNT | Fortinet INC | 股票-科技 | 0.70% | — | — | |
| 34 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.68% | — | -58.55% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.67% | — | +57.52% | |
| 36 | ALNY | Alnylam Pharmaceuticals INC | 股票-医疗保健 | 0.67% | -0.07% | -28.82% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.64% | — | -63.16% | |
| 38 | CRM | Salesforce INC | 股票-科技 | 0.64% | -0.11% | — | |
| 39 | FOCL | Edap Tms SA -adr | 股票-其他 | 0.60% | — | -0.44% | |
| 40 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.60% | — | -63.73% | |
| 41 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.58% | — | — | |
| 42 | BLKCHF | Blackrock INC | 股票-其他 | 0.58% | — | +5.80% | |
| 43 | DAR | Darling Ingredients INC | 股票-非周期性消费 | 0.57% | — | +2.90% | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.55% | — | +53.33% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.54% | -0.09% | +13.79% | |
| 46 | INMD | InMode Ltd. | 股票-其他 | 0.50% | — | +8.74% | |
| 47 | PYPL | Paypal Holdings INC | 股票-金融 | 0.46% | — | — | |
| 48 | MDT | Medtronic plc | 股票-医疗保健 | 0.46% | — | -14.56% | |
| 49 | PFE | Pfizer INC | 股票-医疗保健 | 0.45% | — | +30.81% | |
| 50 | ✓ | Horizon Therapeutics PLC | 股票-其他 | 0.41% | — | -0.67% |