CIK: 0001689232
申报总市值
US$4.6亿
仅显示前 200 大持股（共 457 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 | 8.46% | — | — | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 8.14% | — | +5.80% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.92% | -4.68% | EXIT | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.57% | — | -0.80% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.24% | — | -2.82% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.14% | +1.35% | -2.53% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.91% | — | -2.20% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.85% | — | -0.76% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.57% | — | +11.76% | |
| 10 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 2.18% | — | -1.20% | |
| 11 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.55% | — | +3.05% | |
| 12 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.21% | — | +8.98% | |
| 13 | MU | Micron Technology INC | 股票-科技 | 0.92% | +0.86% | — | |
| 14 | FOXA | Fox CORP - Class A | 股票-通信服务 | 0.91% | -0.42% | EXIT | |
| 15 | WRB | Wr Berkley CORP | 股票-金融 | 0.90% | — | +164.51% | |
| 16 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.88% | — | +1743.74% | |
| 17 | ULTA | Ulta Beauty INC | 股票-周期性消费 | 0.88% | -0.44% | EXIT | |
| 18 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.88% | +0.64% | +1822.60% | |
| 19 | T | At&t INC | 股票-通信服务 | 0.87% | — | +89.70% | |
| 20 | WBD | Warner Bros Discovery INC | 股票-通信服务 | 0.86% | -0.58% | EXIT | |
| 21 | COF | Capital One Financial CORP | 股票-金融 | 0.82% | — | +107.85% | |
| 22 | PODD | Insulet CORP | 股票-医疗保健 | 0.82% | — | +1655.45% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.75% | — | +33.23% | |
| 24 | TPR | Tapestry INC | 股票-周期性消费 | 0.75% | -0.48% | EXIT | |
| 25 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.75% | — | — | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.71% | +0.84% | +973.10% | |
| 27 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.71% | — | -24.50% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.69% | — | -1.94% | |
| 29 | WELL | Welltower INC | 股票-房地产 | 0.69% | -0.42% | EXIT | |
| 30 | GLW | Corning INC | 股票-科技 | 0.68% | — | -25.06% | |
| 31 | EBAY | Ebay INC | 股票-周期性消费 | 0.67% | — | -6.36% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | — | -6.41% | |
| 33 | AXON | Axon Enterprise INC | 股票-工业 | 0.67% | — | -2.69% | |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.67% | — | +0.74% | |
| 35 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.66% | — | -2.66% | |
| 36 | HWM | Howmet Aerospace INC | 股票-工业 | 0.65% | — | +1034.40% | |
| 37 | NFLX | Netflix INC | 股票-通信服务 | 0.65% | — | -2.62% | |
| 38 | EVRG | Evergy INC | 股票-公用事业 | 0.65% | — | -2.73% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | +0.66% | — | |
| 40 | MCK | Mckesson CORP | 股票-医疗保健 | 0.62% | -0.41% | EXIT | |
| 41 | CBRE | Cbre Group INC - A | 股票-房地产 | 0.62% | — | -6.20% | |
| 42 | MMM | 3m Co | 股票-工业 | 0.61% | — | +1258.48% | |
| 43 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.61% | +1.02% | -1.74% | |
| 44 | NRG | Nrg Energy INC | 股票-公用事业 | 0.61% | — | -2.74% | |
| 45 | ATO | Atmos Energy CORP | 股票-公用事业 | 0.61% | -0.67% | EXIT | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.61% | — | +35.08% | |
| 47 | ETR | Entergy CORP | 股票-公用事业 | 0.60% | — | -2.69% | |
| 48 | CFG | Citizens Financial Group | 股票-金融 | 0.60% | — | -6.19% | |
| 49 | WAB | Wabtec CORP | 股票-工业 | 0.59% | — | +1278.34% | |
| 50 | VST | Vistra CORP | 股票-公用事业 | 0.59% | — | +858.91% |