CIK: 0001764049
申报总市值
US$12.1亿
仅显示前 200 大持股（共 209 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 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 10.24% | +0.46% | -0.05% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.52% | -0.19% | +2.85% | |
| 3 | ✓ | Invesco Qqq Trust | 股票-其他 | 5.20% | — | — | |
| 4 | ✓ | Jpmorgan Equity Premium Income | 股票-其他 | 3.78% | -0.08% | +101.58% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.03% | -0.24% | +12.78% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.96% | — | -0.86% | |
| 7 | PEP | Pepsico INC | 股票-非周期性消费 | 2.89% | +0.11% | +1.97% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 2.40% | — | -18.41% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | -0.74% | +12.65% | |
| 10 | ✓ | Alphabet Inc. | 股票-其他 | 2.02% | -0.29% | +2.93% | |
| 11 | ✓ | Standard BioTools Inc. | 股票-其他 | 2.01% | — | — | |
| 12 | ✓ | Ishares Tr Msci USA Qlt Fct | 股票-其他 | 1.80% | — | +13.67% | |
| 13 | APH | Amphenol Corp-cl A | 股票-科技 | 1.58% | -0.13% | — | |
| 14 | ✓ | First TR Global Tactical Commodity ETF | ETF-避险与商品 | 1.50% | — | +8.04% | |
| 15 | ✓ | Alphabet Inc. | 股票-其他 | 1.46% | — | +3.09% | |
| 16 | ✓ | Costco Wholesale Corporation | 股票-其他 | 1.34% | +0.11% | +9.65% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.22% | +0.05% | +22.59% | |
| 18 | ✓ | Visa Inc. | 股票-其他 | 1.16% | -0.11% | +0.25% | |
| 19 | ✓ | UnitedHealth Group Incorporated | 股票-其他 | 1.11% | — | -0.47% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.09% | -0.20% | +14.21% | |
| 21 | ✓ | Merck & Co., Inc. | 股票-其他 | 0.93% | +0.17% | +11.70% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.88% | +0.48% | +0.78% | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 0.87% | — | +121.15% | |
| 24 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.83% | — | +6.68% | |
| 25 | ✓ | AbbVie Inc. | 股票-其他 | 0.83% | — | +0.98% | |
| 26 | ✓ | Zoetis Inc. | 股票-其他 | 0.82% | — | +9.27% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.80% | — | +24.89% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.80% | +0.11% | +107.45% | |
| 29 | ✓ | First Trust ETF Muni High Inc | ETF-其他 | 0.78% | +0.27% | — | |
| 30 | ✓ | Ares Capital Corp. | 股票-其他 | 0.78% | — | -5.36% | |
| 31 | ✓ | NVIDIA Corporation | 股票-其他 | 0.76% | -0.19% | +22.49% | |
| 32 | ✓ | BlackRock, Inc. | 股票-其他 | 0.75% | — | +5.40% | |
| 33 | WMT | Walmart INC | 股票-非周期性消费 | 0.73% | — | +1.25% | |
| 34 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.70% | — | +50.24% | |
| 35 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.68% | — | — | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.66% | — | +8.96% | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.66% | — | +4.21% | |
| 38 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.60% | +0.13% | +64.05% | |
| 39 | ✓ | MercadoLibre, Inc. | 股票-其他 | 0.60% | -0.14% | EXIT | |
| 40 | ✓ | Ft Cboe Vest Us Equity Deep Bu | 股票-其他 | 0.60% | — | -10.21% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.58% | — | +76.61% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.56% | — | +43.25% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.56% | — | +0.61% | |
| 44 | ✓ | Shockwave Med Inc | 股票-其他 | 0.53% | — | — | |
| 45 | ✓ | FedEx Corporation | 股票-其他 | 0.53% | — | — | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.50% | — | +33.39% | |
| 47 | ✓ | Sea Ltd | 股票-其他 | 0.50% | -0.20% | +379.93% | |
| 48 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 0.47% | — | +18.45% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | -0.25% | +11.56% | |
| 50 | ✓ | Adobe Inc. | 股票-其他 | 0.44% | — | +41.69% |