CIK: 0001650717
申报总市值
US$33.4亿
仅显示前 200 大持股（共 2743 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 | 5.76% | -0.18% | +18.74% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 5.59% | +0.57% | +59.76% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 3.85% | -0.33% | +5430.66% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.43% | — | +212.04% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.40% | -0.17% | +71.44% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.13% | — | +1937.79% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.69% | +0.07% | +40.46% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | -0.62% | +92.29% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.19% | -0.10% | +110.29% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.63% | -0.30% | +84.29% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.59% | — | -4.77% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.39% | -0.11% | +92.40% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.29% | +0.06% | +10.37% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.26% | — | +9.75% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.10% | -0.08% | +113.05% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | — | +104.62% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | — | +62.30% | |
| 18 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.65% | — | -8.74% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.65% | -0.09% | +107.13% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.63% | -0.09% | +98.32% | |
| 21 | TSLA | Tesla INC | 股票-周期性消费 | 0.62% | -0.16% | +102.91% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.61% | — | -35.62% | |
| 23 | TGT | Target CORP | 股票-周期性消费 | 0.50% | +0.15% | +4.51% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | — | +111.63% | |
| 25 | MA | Mastercard INC - A | 股票-金融 | 0.47% | -0.09% | +119.29% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | +0.19% | +83.84% | |
| 27 | NFLX | Netflix INC | 股票-通信服务 | 0.42% | — | +115.56% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 0.41% | — | +54.16% | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.40% | — | +83.67% | |
| 30 | WMT | Walmart INC | 股票-非周期性消费 | 0.39% | +0.06% | +95.38% | |
| 31 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.35% | -0.10% | +215.25% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.34% | +0.08% | +64.20% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.34% | — | +51.82% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.33% | +0.07% | +99.27% | |
| 35 | ASML | ASML Holding N.V. | 股票-科技 | 0.33% | +0.12% | +229.69% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.33% | — | -4.79% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.33% | — | -0.92% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.32% | +0.10% | +131.30% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.31% | — | -0.28% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.30% | -0.14% | +48.51% | |
| 41 | SHEL | Shell Plc-adr | 股票-能源 | 0.29% | +0.06% | +188.33% | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.28% | -0.08% | +204.63% | |
| 43 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.27% | — | +258.99% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.26% | — | +95.06% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.25% | — | +4.55% | |
| 46 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.25% | -0.27% | EXIT | |
| 47 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.25% | — | +229.59% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.25% | +0.10% | +109.25% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.24% | — | +43.00% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.22% | — | -0.08% |