CIK: 0001733472
申报总市值
US$3.4亿
仅显示前 200 大持股（共 840 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 19.53% | +1.38% | -2.55% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 10.67% | -0.57% | +11.89% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 7.65% | — | -0.32% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 5.61% | — | +4.77% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 5.59% | -0.49% | +10.75% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 4.85% | -0.24% | +2.99% | |
| 7 | JSI | Jh Securitized Income ETF | ETF-其他 | 4.56% | -0.51% | +10.18% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.41% | +0.85% | -8.96% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 3.20% | — | +2990.15% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 3.07% | +0.32% | -8.01% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 2.68% | -0.08% | -1.36% | |
| 12 | PPA | Invesco Aerospace & Defense | ETF-其他 | 2.31% | -2.41% | -13.39% | |
| 13 | AAPL | Apple INC | 股票-科技 | 2.24% | +0.10% | -0.99% | |
| 14 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 2.17% | — | -4.52% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.09% | +0.20% | +1.37% | |
| 16 | VOX | Vanguard Communication Servi | ETF-其他 | 1.99% | -0.05% | +2.38% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.78% | — | -4.57% | |
| 18 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.47% | +0.12% | -1.25% | |
| 19 | VFH | Vanguard Financials ETF | ETF-其他 | 1.41% | +0.06% | -3.86% | |
| 20 | TFX | Teleflex INC | 股票-医疗保健 | 1.39% | -0.01% | +0.22% | |
| 21 | COPX | Global X Copper Miners ETF | ETF-其他 | 0.70% | — | -13.39% | |
| 22 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.60% | — | -7.11% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.44% | +0.04% | +0.04% | |
| 24 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.41% | — | +4984.29% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.41% | — | +0.50% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.32% | +0.01% | -79.95% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.26% | +0.07% | -12.50% | |
| 28 | TSLA | Tesla INC | 股票-周期性消费 | 0.25% | +0.02% | -0.85% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.25% | — | +33.01% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.25% | — | — | |
| 31 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.22% | — | +24.97% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.19% | -0.05% | +8.85% | |
| 33 | RTX | Rtx CORP | 股票-工业 | 0.18% | -0.22% | EXIT | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.16% | — | -89.97% | |
| 35 | WTRG | Essential Utilities INC | 股票-公用事业 | 0.15% | — | -4.01% | |
| 36 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.15% | — | -3.48% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.15% | +0.25% | -0.54% | |
| 38 | TXN | Texas Instruments INC | 股票-科技 | 0.15% | +0.06% | -0.08% | |
| 39 | WM | Waste Management INC | 股票-工业 | 0.14% | — | +0.05% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.13% | +0.06% | -0.78% | |
| 41 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.13% | — | -0.23% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.12% | — | -5.09% | |
| 43 | HON | Honeywell International INC | 股票-工业 | 0.12% | -0.11% | EXIT | |
| 44 | CB | Chubb Limited | 股票-金融 | 0.11% | — | — | |
| 45 | OKLO | Oklo INC | 股票-公用事业 | 0.11% | — | +0.55% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.11% | -0.17% | EXIT | |
| 47 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.11% | — | +0.15% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.11% | — | -11.93% | |
| 49 | MCHI | Ishares Msci China ETF | ETF-新兴市场 | 0.11% | -0.05% | — | |
| 50 | ETHW | Bitwise Ethereum ETF | ETF-其他 | 0.10% | -0.06% | +1806.61% |