CIK: 0001728121
申报总市值
US$9.0亿
仅显示前 200 大持股（共 2251 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 | AAPL | Apple INC | 股票-科技 | 3.85% | +0.84% | -3.99% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.85% | +1.35% | -2.50% | |
| 3 | T | At&t INC | 股票-通信服务 | 1.60% | — | -4.62% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.58% | -0.23% | -4.35% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.41% | +0.64% | +2.81% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.41% | — | +0.75% | |
| 7 | CVX | Chevron CORP | 股票-能源 | 1.35% | -0.17% | -3.18% | |
| 8 | ADBE | Adobe INC | 股票-科技 | 1.35% | — | -21.19% | |
| 9 | VZ | Verizon Communications INC | 股票-通信服务 | 1.30% | — | -5.82% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.28% | — | -4.48% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.19% | — | -5.53% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.13% | — | -16.82% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.95% | — | +16.92% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | -0.14% | -13.53% | |
| 15 | PFE | Pfizer INC | 股票-医疗保健 | 0.88% | — | -3.97% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.83% | — | +6.28% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.75% | -0.18% | -7.81% | |
| 18 | BA | Boeing Co/the | 股票-工业 | 0.74% | — | +10.40% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.72% | -0.93% | -8.86% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.71% | — | -3.41% | |
| 21 | EUSA | Ishares Msci USA Equal Weigh | ETF-其他 | 0.70% | — | +4184.44% | |
| 22 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.69% | — | -0.54% | |
| 23 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.68% | — | -0.99% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.67% | — | -3.14% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | — | -2.80% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | — | +0.36% | |
| 27 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.63% | -0.13% | -4.10% | |
| 28 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.59% | — | -3.75% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.59% | — | -14.77% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.59% | — | -4.73% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.58% | — | -5.95% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.58% | — | -3.80% | |
| 33 | MO | Altria Group INC | 股票-非周期性消费 | 0.55% | — | -2.75% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.55% | — | +4.21% | |
| 35 | NYCBEUR | New York Community Bancorp | 股票-其他 | 0.55% | — | -0.25% | |
| 36 | PYPL | Paypal Holdings INC | 股票-金融 | 0.53% | — | +16.02% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | — | -8.32% | |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.49% | — | -0.36% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.49% | — | -5.93% | |
| 40 | GD | General Dynamics CORP | 股票-工业 | 0.48% | — | +3.79% | |
| 41 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.48% | — | +16.73% | |
| 42 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.47% | -0.19% | +27.09% | |
| 43 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.47% | — | +4.05% | |
| 44 | BKH | Black Hills CORP | 股票-公用事业 | 0.46% | — | +0.09% | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.45% | — | +14.06% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.44% | +0.44% | +13.01% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.42% | +0.25% | -8.70% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.38% | -0.17% | -32.99% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.38% | -0.16% | -8.68% | |
| 50 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.37% | — | -3.26% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EUSA | Ishares Msci USA Equal Weigh | +0.7% | +4184.44% | 加仓 |
| 2 | GLD | Spdr Gold Shares | +0.2% | +27.09% | 加仓 |
| 3 | URA | Global X Uranium ETF | +0.2% | +5023.08% | 加仓 |
| 4 | SH1USD | Proshares Short S&p500 | +0.1% | +345.10% | 加仓 |
| 5 | GSK | GSK plc ADRhedged | +0.1% | +96.61% | 加仓 |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | +2.81% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.1% | -4.48% | 减仓 |
| 8 | CVX | Chevron CORP | +0.1% | -3.18% | 减仓 |
| 9 | MSFT | Microsoft CORP | +0.1% | -4.35% | 减仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.50% | 减仓 |
| 11 | ABBV | Abbvie INC | 0% | -14.77% | 减仓 |
| 12 | CSCO | Cisco Systems INC | 0% | -5.95% | 减仓 |
| 13 | VTI | Vanguard Total Stock Mkt ETF | — | -3.41% | 减仓 |
| 14 | COST | Costco Wholesale CORP | 0% | -7.81% | 减仓 |
| 15 | BAC | Bank Of America CORP | 0% | -3.14% | 减仓 |
| 16 | GD | General Dynamics CORP | 0% | +3.79% | 加仓 |
| 17 | T | At&t INC | 0% | -4.62% | 减仓 |
| 18 | HD | Home Depot INC | 0% | -4.73% | 减仓 |
| 19 | MO | Altria Group INC | 0% | -2.75% | 减仓 |
| 20 | JPM | Jpmorgan Chase & Co | 0% | -8.32% | 减仓 |
| 21 | AEP | American Electric Power Company, Inc. | 0% | +16.73% | 加仓 |
| 22 | QCOM | Qualcomm INC | 0% | -1.68% | 减仓 |
| 23 | LMT | Lockheed Martin CORP | 0% | -0.24% | 减仓 |
| 24 | SCHA | Schwab US Small-cap ETF | 0% | -3.80% | 减仓 |
| 25 | PM | Philip Morris International | 0% | -9.60% | 减仓 |
| 26 | QQQ | Invesco Qqq Trust Series 1 | 0% | -10.52% | 减仓 |
| 27 | SCHG | Schwab US Large-cap Growth | -0.1% | -8.86% | 减仓 |
| 28 | HON | Honeywell International INC | -0.1% | -11.62% | 减仓 |
| 29 | CAT | Caterpillar INC | -0.1% | -25.44% | 减仓 |
| 30 | IBM | Intl Business Machines CORP | -0.1% | -2.80% | 减仓 |
| 31 | ✓ | ETF Managers Tr | -0.1% | -39.75% | 减仓 |
| 32 | VNQI | Vanguard Glbl Ex-us Real Est | -0.1% | -83.97% | 减仓 |
| 33 | STT | State Street CORP | -0.1% | -93.04% | 减仓 |
| 34 | V | Visa Inc-class A Shares | -0.1% | -26.74% | 减仓 |
| 35 | AMD | Advanced Micro Devices | -0.1% | -18.84% | 减仓 |
| 36 | PBT | Permian Basin Royalty Trust | -0.1% | -42.57% | 减仓 |
| 37 | CFFN | Capitol Federal Financial In | -0.1% | -63.34% | 减仓 |
| 38 | TEVA | Teva Pharmaceutical-sp Adr | -0.1% | -65.31% | 减仓 |
| 39 | BIDU | Baidu INC - Spon Adr | -0.1% | -67.32% | 减仓 |
| 40 | AMZN | Amazon.com INC | -0.1% | +0.75% | 加仓 |
| 41 | XOM | Exxon Mobil CORP | -0.2% | -13.53% | 减仓 |
| 42 | SCHF | Schwab Intl Equity ETF | -0.2% | -16.82% | 减仓 |
| 43 | META | Meta Platforms Inc-class A | -0.2% | -32.99% | 减仓 |
| 44 | NVDA | Nvidia CORP | -0.2% | +13.01% | 加仓 |
| 45 | NFLX | Netflix INC | -0.3% | -36.20% | 减仓 |
| 46 | ADBE | Adobe INC | -0.3% | -21.19% | 减仓 |
| 47 | AAPL | Apple INC | -0.9% | -3.99% | 减仓 |
| 48 | ✓ | Mazor Robotics Ltd-spon Adr | — | EXIT | 清仓 |
| 49 | ✓ | — | EXIT | 清仓 | |
| 50 | UVXY | ProShares Ultra VIX Short-Term Futures ETF | — | NEW | 新建仓 |