CIK: 0001723397
申报总市值
US$196.1亿
仅显示前 200 大持股（共 4117 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 | 3.35% | -0.14% | -2.66% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.06% | -0.37% | -0.05% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.06% | +0.35% | +2.28% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.07% | — | +6.53% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.05% | — | -0.65% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.93% | -0.32% | +2.91% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.55% | — | +2.87% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.44% | -0.40% | +5.29% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.41% | -0.22% | +21.20% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.35% | — | +0.49% | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 1.34% | +0.09% | +0.53% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.23% | — | +1.97% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.96% | -0.28% | +8.19% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.78% | — | +1.35% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | — | +3.31% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 0.76% | — | +1.34% | |
| 17 | HD | Home Depot INC | 股票-周期性消费 | 0.75% | — | +6.00% | |
| 18 | WMT | Walmart INC | 股票-非周期性消费 | 0.75% | +0.12% | +2.58% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | — | +0.59% | |
| 20 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.68% | — | -4.71% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.68% | — | +5.20% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.66% | — | +44.21% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.60% | — | +8.97% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.59% | — | -26.68% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.58% | — | +3.94% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | +0.14% | +1.64% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.54% | — | +9.33% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.53% | +0.16% | +4.34% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.51% | — | +7.89% | |
| 30 | FLQL | Franklin U.s. Large Cap Mult | ETF-大型股与成长 | 0.50% | — | +6.71% | |
| 31 | NFLX | Netflix INC | 股票-通信服务 | 0.50% | — | +35.66% | |
| 32 | ABBV | Abbvie INC | 股票-医疗保健 | 0.50% | — | +25.75% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.49% | — | -17.40% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.47% | — | +4.12% | |
| 35 | VTV | Vanguard Value ETF | ETF-其他 | 0.47% | — | -10.23% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.47% | — | +9.72% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.46% | — | +8.97% | |
| 38 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.46% | -0.16% | +4.75% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.44% | -0.09% | +13.51% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.44% | +0.05% | -9.64% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | +0.16% | +0.76% | |
| 42 | ETN | Eaton Corporation plc | 股票-工业 | 0.43% | +0.10% | +3.92% | |
| 43 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.43% | +0.09% | +16.93% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.42% | — | -1.33% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.42% | — | +8.07% | |
| 46 | DRI | Darden Restaurants INC | 股票-周期性消费 | 0.38% | — | +1.51% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.37% | — | +8.07% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | — | -0.19% | |
| 49 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.37% | — | +42.55% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.36% | — | +0.01% |