CIK: 0001690010
申报总市值
US$55.7亿
仅显示前 200 大持股（共 3619 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 10.46% | +2.08% | +1.99% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 6.40% | -3.48% | -0.63% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.91% | -0.34% | +4.00% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.77% | -0.27% | -1.62% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.70% | -0.66% | +1.38% | |
| 6 | CORT | Corcept Therapeutics INC | 股票-医疗保健 | 2.47% | +0.41% | +0.20% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 2.26% | — | +2.43% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.03% | -0.21% | +0.39% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.87% | -0.15% | +0.78% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.69% | -0.16% | +1.68% | |
| 11 | CVBF | Cvb Financial CORP | 股票-其他 | 1.30% | — | -0.04% | |
| 12 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 1.26% | -0.94% | +5.44% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.24% | -0.10% | -1.08% | |
| 14 | AVDE | Avantis International Equity | ETF-其他 | 1.14% | +0.27% | +7.51% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.07% | — | +0.10% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.93% | -0.12% | +2.41% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.92% | — | +0.17% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | -0.07% | +0.46% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.74% | — | -0.59% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.72% | +0.10% | -2.18% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | +1.55% | |
| 22 | TSLA | Tesla INC | 股票-周期性消费 | 0.68% | -0.13% | +2.34% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 0.68% | -0.07% | +12.56% | |
| 24 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.65% | -0.12% | -2.66% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.60% | -0.10% | -2.65% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.59% | — | +1.39% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.59% | -0.09% | +2.56% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.58% | — | +1.37% | |
| 29 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.57% | — | +15.91% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.56% | — | -1.50% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.56% | — | -0.15% | |
| 32 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.55% | — | +1.41% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | -0.09% | +1.76% | |
| 34 | NFLX | Netflix INC | 股票-通信服务 | 0.55% | — | +960.61% | |
| 35 | VTV | Vanguard Value ETF | ETF-其他 | 0.50% | — | -0.30% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.48% | +0.10% | +2.44% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.45% | — | +7.00% | |
| 38 | MA | Mastercard INC - A | 股票-金融 | 0.43% | -0.07% | +0.45% | |
| 39 | ABBV | Abbvie INC | 股票-医疗保健 | 0.43% | — | -2.50% | |
| 40 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.42% | -0.08% | +0.02% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.42% | +0.11% | +1.10% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.40% | — | +3.15% | |
| 43 | IDV | Ishares International Select | ETF-其他 | 0.40% | — | +0.66% | |
| 44 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.40% | — | +5.82% | |
| 45 | UBER | Uber Technologies INC | 股票-工业 | 0.39% | -0.06% | +2.55% | |
| 46 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.39% | — | +1.09% | |
| 47 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.38% | -0.05% | +0.30% | |
| 48 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.36% | — | -2.10% | |
| 49 | INTU | Intuit INC | 股票-科技 | 0.32% | -0.10% | +0.41% | |
| 50 | WMT | Walmart INC | 股票-非周期性消费 | 0.32% | — | +1.99% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.5% | +4.00% | 加仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | +0.39% | 加仓 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.4% | +1.99% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.78% | 加仓 |
| 5 | LLY | Eli Lilly & Co | +0.2% | +2.56% | 加仓 |
| 6 | AVDE | Avantis International Equity | +0.1% | +7.51% | 加仓 |
| 7 | DYNF | Ishrs US E F R A Etf-usd INC | +0.1% | +2.43% | 加仓 |
| 8 | AMZN | Amazon.com INC | +0.1% | +1.68% | 加仓 |
| 9 | AVGO | Broadcom INC | +0.1% | +12.56% | 加仓 |
| 10 | ISRG | Intuitive Surgical INC | +0.1% | +0.02% | 加仓 |
| 11 | ITOT | Ishares Core S&p Total U.s. | +0.1% | -0.63% | 减仓 |
| 12 | HOOD | Robinhood Markets INC - A | +0.1% | +437.58% | 加仓 |
| 13 | ICSH | Ishares Ultra Short Duration | +0.1% | +37.80% | 加仓 |
| 14 | CHYM | Chime Financial Inc-cl A | +0.1% | +5239.94% | 加仓 |
| 15 | BINC | Ishares Flex I A Etf-usd INC | +0.1% | +15.91% | 加仓 |
| 16 | JMBS | Janus Henderson Mortg Backed | +0.1% | +5.44% | 加仓 |
| 17 | TMO | Thermo Fisher Scientific INC | +0.1% | +0.30% | 加仓 |
| 18 | GLD | Spdr Gold Shares | +0.1% | +5.82% | 加仓 |
| 19 | SCHG | Schwab US Large-cap Growth | +0.1% | +384.11% | 加仓 |
| 20 | CAT | Caterpillar INC | +0.1% | +28.23% | 加仓 |
| 21 | AMD | Advanced Micro Devices | +0.1% | +11.57% | 加仓 |
| 22 | JNJ | Johnson & Johnson | 0% | +5.26% | 加仓 |
| 23 | SMH | Vaneck Semiconductor ETF | 0% | +58.27% | 加仓 |
| 24 | MU | Micron Technology INC | 0% | +7.43% | 加仓 |
| 25 | OMDA | Omada Health INC | 0% | +12235.90% | 加仓 |
| 26 | VCIT | Vanguard Int-term Corporate | 0% | +7.00% | 加仓 |
| 27 | HUBS | Hubspot INC | 0% | +746.56% | 加仓 |
| 28 | VEA | Vanguard Ftse Developed ETF | 0% | +1.39% | 加仓 |
| 29 | MUB | Ishares National Muni Bond E | 0% | +52.81% | 加仓 |
| 30 | IDV | Ishares International Select | 0% | +0.66% | 加仓 |
| 31 | PYPL | Paypal Holdings INC | 0% | -49.39% | 减仓 |
| 32 | SCHX | Schwab US Large-cap ETF | 0% | -30.48% | 减仓 |
| 33 | PLTR | Palantir Technologies Inc-a | 0% | -2.66% | 减仓 |
| 34 | FISV | Fiserv INC | 0% | -42.97% | 减仓 |
| 35 | CPNG | Coupang INC | -0.1% | -2.55% | 减仓 |
| 36 | COST | Costco Wholesale CORP | -0.1% | -2.18% | 减仓 |
| 37 | O | Realty Income CORP | -0.1% | -41.04% | 减仓 |
| 38 | UBER | Uber Technologies INC | -0.1% | +2.55% | 加仓 |
| 39 | NVDA | Nvidia CORP | -0.1% | -1.62% | 减仓 |
| 40 | META | Meta Platforms Inc-class A | -0.1% | +2.41% | 加仓 |
| 41 | NFLX | Netflix INC | -0.1% | +960.61% | 加仓 |
| 42 | ORCL | Oracle CORP | -0.1% | -3.07% | 减仓 |
| 43 | BILZ | Pimco Ultra Shrt Govt Active | -0.1% | -32.73% | 减仓 |
| 44 | CCI | Crown Castle INC | -0.1% | -43.56% | 减仓 |
| 45 | MSFT | Microsoft CORP | -0.2% | +1.38% | 加仓 |
| 46 | CORT | Corcept Therapeutics INC | -3.4% | +0.20% | 加仓 |
| 47 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | 清仓 |
| 48 | ✓ | Robinhood Mkts INC Put Opt 03/27 95.0 Put | — | NEW | 新建仓 |
| 49 | ✓ | — | NEW | 新建仓 | |
| 50 | ✓ | — | NEW | 新建仓 |