CIK: 0001731446
申报总市值
US$86.5亿
仅显示前 200 大持股（共 340 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 | 11.82% | — | +2.32% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 10.16% | -0.64% | +2.32% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 7.24% | +0.07% | +6.23% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.95% | -0.44% | +5.58% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.34% | — | -0.26% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.13% | — | +6.95% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.06% | -1.75% | -6.27% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.36% | -0.37% | +21.29% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.98% | — | +4.39% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.44% | -0.56% | +49.03% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.21% | -0.25% | +32.82% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.10% | — | +16.53% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | -0.27% | -22.86% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.04% | -0.57% | +14.85% | |
| 15 | XLF | Ss Financial Select Sector | ETF-其他 | 1.00% | — | +40.04% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.97% | — | +28.17% | |
| 17 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.95% | — | +9.05% | |
| 18 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.88% | +0.19% | -4.59% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.88% | — | +5.87% | |
| 20 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.78% | — | +196.05% | |
| 21 | WMT | Walmart INC | 股票-非周期性消费 | 0.76% | — | +237.78% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | — | +13.25% | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.69% | — | +8.27% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.69% | — | +10.67% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.68% | — | +25.54% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.67% | — | +14.91% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.64% | — | — | |
| 28 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.64% | — | +45.20% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.61% | -0.21% | +69.91% | |
| 30 | PYPL | Paypal Holdings INC | 股票-金融 | 0.58% | — | +233.58% | |
| 31 | AVGO | Broadcom INC | 股票-科技 | 0.58% | -0.21% | +32.53% | |
| 32 | CRM | Salesforce INC | 股票-科技 | 0.57% | — | +23.12% | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.55% | — | -8.38% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.53% | — | +1168.64% | |
| 35 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.53% | — | +17.08% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | +43.45% | |
| 37 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.52% | — | +12.42% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.51% | -0.13% | +54.13% | |
| 39 | SPG | Simon Property Group INC | 股票-房地产 | 0.49% | — | +33.18% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.45% | — | +45.17% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.42% | +0.13% | +21.88% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.41% | — | +31.85% | |
| 43 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.41% | — | +45.42% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.41% | — | +52.58% | |
| 45 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 0.40% | — | +14.90% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.40% | — | +3.29% | |
| 47 | ABBV | Abbvie INC | 股票-医疗保健 | 0.39% | — | +21.94% | |
| 48 | MU | Micron Technology INC | 股票-科技 | 0.39% | — | -37.65% | |
| 49 | QCOM | Qualcomm INC | 股票-科技 | 0.39% | — | +1120.75% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.36% | — | -16.21% |