CIK: 0001731446
申报总市值
US$86.5亿
仅显示前 200 大持股（共 296 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 12.15% | — | +46.56% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 10.61% | -0.64% | +0.66% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 7.59% | +0.07% | +3.04% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 4.35% | -0.44% | -19.60% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.84% | -1.75% | -2.22% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.60% | — | -6.81% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.35% | — | +1.14% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.21% | — | -4.28% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.81% | -0.37% | -15.28% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.15% | -0.27% | +385.38% | |
| 11 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 1.09% | +0.19% | +7.74% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.05% | -0.25% | -14.47% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.02% | — | -28.79% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.98% | — | -7.66% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 0.95% | -0.56% | -25.66% | |
| 16 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.94% | -0.57% | +72.42% | |
| 17 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.84% | — | +1.12% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.83% | — | -22.48% | |
| 19 | XLF | Ss Financial Select Sector | ETF-其他 | 0.80% | — | -10.97% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | — | +30.29% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.77% | — | -38.05% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.72% | — | -57.23% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.67% | — | -0.86% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.65% | — | +241.18% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.58% | — | -2.33% | |
| 26 | CRM | Salesforce INC | 股票-科技 | 0.57% | — | +155.31% | |
| 27 | MU | Micron Technology INC | 股票-科技 | 0.56% | — | +126.31% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.54% | — | -23.57% | |
| 29 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.54% | — | — | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.51% | — | +156.12% | |
| 31 | OKE | Oneok INC | 股票-能源 | 0.50% | — | -7.25% | |
| 32 | AMD | Advanced Micro Devices | 股票-科技 | 0.50% | — | -31.56% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.47% | — | +651.13% | |
| 34 | BA | Boeing Co/the | 股票-工业 | 0.44% | — | +70.11% | |
| 35 | XLE | Ss Energy Select Sector | ETF-其他 | 0.43% | — | -17.49% | |
| 36 | VZ | Verizon Communications INC | 股票-通信服务 | 0.42% | — | -7.14% | |
| 37 | MGA | Magna International INC | 股票-周期性消费 | 0.42% | — | -18.09% | |
| 38 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 0.42% | — | +6.10% | |
| 39 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.42% | — | -29.41% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.41% | +0.14% | -30.79% | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.39% | — | -28.72% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.39% | -0.13% | +2.77% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | — | -1.18% | |
| 44 | TSN | Tyson Foods Inc-cl A | 股票-非周期性消费 | 0.39% | — | +39.80% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.38% | -0.21% | -12.62% | |
| 46 | USX1 | United States Steel CORP | 股票-其他 | 0.38% | — | — | |
| 47 | URI | United Rentals INC | 股票-工业 | 0.38% | — | +111.06% | |
| 48 | AVGO | Broadcom INC | 股票-科技 | 0.37% | -0.21% | +7.34% | |
| 49 | PFE | Pfizer INC | 股票-医疗保健 | 0.37% | — | +417.17% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.36% | +0.13% | -8.38% |