CIK: 0001723397
申报总市值
US$196.1亿
仅显示前 200 大持股（共 3968 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 | 4.83% | -0.14% | +1.35% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.93% | -0.37% | +1.89% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.85% | +0.35% | +1.48% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.29% | — | +0.52% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.20% | -0.32% | +10.42% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.91% | — | +6.61% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.71% | — | +2.00% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.35% | — | +3.26% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.27% | — | +0.63% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 1.25% | +0.09% | +5.85% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.22% | -0.22% | +7.07% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.92% | -0.28% | +7.13% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.88% | — | +3.97% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.86% | -0.40% | +5.83% | |
| 15 | WMT | Walmart INC | 股票-非周期性消费 | 0.82% | +0.12% | +2.65% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.78% | — | +3.63% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 0.77% | — | +0.60% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.76% | — | +1.70% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | — | -3.42% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | — | +0.41% | |
| 21 | HD | Home Depot INC | 股票-周期性消费 | 0.69% | — | -0.36% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.69% | — | +1.10% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.69% | — | +5.24% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | +0.14% | -1.77% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.62% | — | +4.12% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.61% | — | -3.82% | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.56% | — | +3.28% | |
| 28 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.55% | — | +1.59% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.54% | +0.16% | -20.86% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.52% | — | +219.90% | |
| 31 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.51% | — | +38.07% | |
| 32 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.50% | — | +2.56% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.50% | — | +2.81% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.49% | — | +13.50% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.49% | — | +2.52% | |
| 36 | FLQL | Franklin U.s. Large Cap Mult | ETF-大型股与成长 | 0.46% | — | +0.85% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.45% | — | -10.06% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.45% | — | +4.39% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.44% | — | +5.06% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.43% | — | +3.35% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.43% | — | -4.23% | |
| 42 | ABBV | Abbvie INC | 股票-医疗保健 | 0.43% | — | +8.54% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.42% | +0.16% | -7.64% | |
| 44 | ETN | Eaton Corporation plc | 股票-工业 | 0.42% | +0.10% | +6.88% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.41% | +0.05% | +1.41% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.40% | — | +3.04% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.39% | +0.16% | +44.52% | |
| 48 | TSLA | Tesla INC | 股票-周期性消费 | 0.38% | — | +10.25% | |
| 49 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.38% | — | -0.08% | |
| 50 | CRM | Salesforce INC | 股票-科技 | 0.37% | — | +3.31% |