CIK: 0001731446
申报总市值
US$86.5亿
仅显示前 200 大持股（共 380 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 9.71% | -0.64% | +117.92% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 9.17% | — | +3.67% | |
| 3 | DVY | Ishares Select Dividend ETF | ETF-其他 | 6.74% | — | +755.33% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 6.58% | +0.07% | +4.69% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.52% | -0.44% | -1.34% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.23% | — | +11.83% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.67% | -1.75% | -12.38% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.36% | -0.37% | +22.56% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.75% | — | +31.61% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.57% | -0.56% | +34.72% | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.55% | -0.57% | +56.24% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.45% | — | +124.68% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.41% | — | -12.93% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.37% | +0.13% | +728.68% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.17% | -0.25% | +2760.54% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.11% | — | +10.79% | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.07% | — | +5613.41% | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.91% | — | +40.58% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.84% | -0.27% | +43.01% | |
| 20 | WMT | Walmart INC | 股票-非周期性消费 | 0.82% | — | +15.73% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.75% | +0.20% | +1371.72% | |
| 22 | XLE | Ss Energy Select Sector | ETF-其他 | 0.72% | — | +25.35% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | — | +84.70% | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.69% | — | +2.34% | |
| 25 | RTX | Rtx CORP | 股票-工业 | 0.66% | — | +4372.06% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.64% | -0.21% | +24.51% | |
| 27 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.63% | — | +113.39% | |
| 28 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.60% | — | +20.78% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.58% | — | +28.85% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | — | -2.40% | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 0.55% | — | +46.26% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | +0.28% | |
| 33 | CRM | Salesforce INC | 股票-科技 | 0.53% | — | +29.47% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.51% | — | +257.70% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.51% | — | +51.32% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.49% | — | +4.91% | |
| 37 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.49% | +0.19% | -45.59% | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.46% | — | +1411.17% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | — | +46.53% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.44% | — | +19.29% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.43% | — | +47.35% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.42% | +0.14% | +5.39% | |
| 43 | AVGO | Broadcom INC | 股票-科技 | 0.41% | -0.21% | +0.47% | |
| 44 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-其他 | 0.40% | — | +120.36% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.38% | — | +6.48% | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.38% | — | +18.90% | |
| 47 | GOF | Guggenheim Strategic Opport | 股票-其他 | 0.38% | — | +27.56% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.37% | +0.11% | +2115.73% | |
| 49 | TMUS | T-mobile US INC | 股票-通信服务 | 0.36% | — | +85.31% | |
| 50 | XLF | Ss Financial Select Sector | ETF-其他 | 0.35% | — | -57.71% |