CIK: 0001723397
申报总市值
US$196.1亿
仅显示前 200 大持股（共 4261 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 | NVDA | Nvidia CORP | 股票-科技 | 3.33% | +0.35% | +25.40% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.21% | -0.14% | +5.22% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.62% | -0.40% | +148.42% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.44% | -0.37% | +4.12% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.38% | — | +45.44% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.16% | — | +43.95% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.11% | -0.28% | +196.38% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.03% | — | +48.27% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.68% | — | +35.63% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.64% | -0.32% | +7.55% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.42% | — | +243.79% | |
| 12 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.27% | +0.09% | +247.39% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.20% | -0.22% | +7.34% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.09% | — | +140.52% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.08% | — | +104.68% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.06% | — | +8.15% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.04% | — | +117.37% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 1.02% | +0.09% | -13.04% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.93% | — | +46.55% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.88% | — | +60.25% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.84% | -0.22% | +1113.50% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.73% | — | +26.00% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.73% | +0.39% | +327.71% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.70% | +0.16% | +95.23% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | — | +32.69% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.62% | — | +1.65% | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 0.61% | — | +0.64% | |
| 28 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.61% | — | +1411.12% | |
| 29 | UBER | Uber Technologies INC | 股票-工业 | 0.59% | — | +186.71% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.57% | +0.16% | +48.00% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.56% | — | +6.16% | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.56% | — | +4.91% | |
| 33 | WMT | Walmart INC | 股票-非周期性消费 | 0.55% | +0.12% | -4.74% | |
| 34 | PANW | Palo Alto Networks INC | 股票-科技 | 0.52% | — | +168.17% | |
| 35 | SYK | Stryker CORP | 股票-医疗保健 | 0.49% | +0.06% | +597.94% | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.48% | — | +63.64% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.47% | — | +3.82% | |
| 38 | VTV | Vanguard Value ETF | ETF-其他 | 0.44% | — | +19.63% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.42% | +0.14% | +90.32% | |
| 40 | FLQL | Franklin U.s. Large Cap Mult | ETF-大型股与成长 | 0.42% | — | +4.49% | |
| 41 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.41% | — | +971.45% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.40% | +0.04% | +87.32% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.39% | -0.09% | -7.25% | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.38% | — | +0.55% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.38% | — | +0.41% | |
| 46 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.38% | — | +665.92% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.36% | — | -0.31% | |
| 48 | POCT | Innovator U.s. Equity Power | ETF-其他 | 0.36% | — | +18842.09% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.36% | +0.05% | +6.35% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.36% | — | -2.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1.4% | +148.42% | 加仓 |
| 2 | AGG | Ishares Core U.s. Aggregate | +1.1% | +196.38% | 加仓 |
| 3 | NVDA | Nvidia CORP | +1% | +25.40% | 加仓 |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.9% | +243.79% | 加仓 |
| 5 | GLD | Spdr Gold Shares | +0.9% | +247.39% | 加仓 |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | +0.7% | +1113.50% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.7% | +48.27% | 加仓 |
| 8 | IVW | Ishares S&p 500 Growth ETF | +0.7% | +104.68% | 加仓 |
| 9 | IGM | Ishares Expanded Tech Sector | +0.6% | +1411.12% | 加仓 |
| 10 | IEMG | Ishares Core Msci Emerging | +0.6% | +327.71% | 加仓 |
| 11 | UBER | Uber Technologies INC | +0.5% | +186.71% | 加仓 |
| 12 | IJR | Ishares Core S&p Small-cap E | +0.4% | +117.37% | 加仓 |
| 13 | SYK | Stryker CORP | +0.4% | +597.94% | 加仓 |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.4% | +45.44% | 加仓 |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | +0.4% | +971.45% | 加仓 |
| 16 | POCT | Innovator U.s. Equity Power | +0.4% | +18842.09% | 加仓 |
| 17 | BABA | Alibaba Group Holding-sp Adr | +0.3% | +665.92% | 加仓 |
| 18 | BTC | Grayscale Bitcoin Mini ETF | +0.3% | +3225.88% | 加仓 |
| 19 | PANW | Palo Alto Networks INC | +0.3% | +168.17% | 加仓 |
| 20 | TSLA | Tesla INC | +0.3% | +63.64% | 加仓 |
| 21 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +140.52% | 加仓 |
| 22 | VHT | Vanguard Health Care ETF | +0.2% | +727.38% | 加仓 |
| 23 | JPM | Jpmorgan Chase & Co | +0.2% | +35.63% | 加仓 |
| 24 | CRWD | Crowdstrike Holdings INC - A | +0.2% | +198.04% | 加仓 |
| 25 | IDU | Ishares US Utilities ETF | +0.2% | +1234.35% | 加仓 |
| 26 | FLOT | Ishares Floating Rate Bond E | +0.2% | +517.65% | 加仓 |
| 27 | IYF | Ishares US Financials ETF | +0.2% | +1105.15% | 加仓 |
| 28 | IWF | Ishares Russell 1000 Growth | +0.2% | +46.55% | 加仓 |
| 29 | IYK | Ishares US Consumer Staples | +0.2% | +661.99% | 加仓 |
| 30 | GOOG | Alphabet Inc-cl C | +0.2% | +26.00% | 加仓 |
| 31 | GEV | GE Vernova INC | +0.2% | +66.68% | 加仓 |
| 32 | FSLR | First Solar INC | +0.2% | +1965.05% | 加仓 |
| 33 | VNQ | Vanguard Real Estate ETF | +0.2% | +284.36% | 加仓 |
| 34 | NBIS | Nebius Group NV | +0.2% | -19.73% | 加仓 |
| 35 | COST | Costco Wholesale CORP | +0.2% | +95.23% | 加仓 |
| 36 | PFF | Ishares Preferred & Income S | +0.2% | +241.60% | 加仓 |
| 37 | AMZN | Amazon.com INC | +0.1% | +43.95% | 加仓 |
| 38 | AVGO | Broadcom INC | +0.1% | -13.04% | 减仓 |
| 39 | ORCL | Oracle CORP | +0.1% | -7.25% | 加仓 |
| 40 | MCD | Mcdonald's CORP | +0.1% | +87.32% | 加仓 |
| 41 | CVX | Chevron CORP | +0.1% | +90.32% | 加仓 |
| 42 | V | Visa Inc-class A Shares | 0% | +60.25% | 加仓 |
| 43 | JNJ | Johnson & Johnson | 0% | +48.00% | 加仓 |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +7.34% | 加仓 |
| 45 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +8.15% | 加仓 |
| 46 | MSFT | Microsoft CORP | -0.2% | +4.12% | 加仓 |
| 47 | VOO | Vanguard S&p 500 ETF | -0.3% | +7.55% | 加仓 |
| 48 | GIS | General Mills INC | -0.3% | -93.65% | 减仓 |
| 49 | DRI | Darden Restaurants INC | -0.3% | -71.00% | 减仓 |
| 50 | AAPL | Apple INC | -1% | +5.22% | 加仓 |