CIK: 0001698478
申报总市值
US$69.8亿
仅显示前 200 大持股（共 393 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 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 43.83% | -0.32% | +9.05% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 9.62% | -1.52% | -3.31% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.24% | -0.23% | +7.20% | |
| 4 | PPA | Invesco Aerospace & Defense | ETF-其他 | 1.97% | — | +3.68% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.96% | — | +0.56% | |
| 6 | AVGO | Broadcom INC | 股票-科技 | 1.70% | -0.99% | +0.56% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.63% | — | +39.76% | |
| 8 | EXPD | Expeditors Intl Wash INC | 股票-工业 | 1.59% | +0.82% | -0.00% | |
| 9 | KCCA | Kraneshares California Carbo | ETF-其他 | 1.54% | — | -1.03% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.42% | -0.15% | -2.04% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.29% | +0.03% | -2.15% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.23% | — | +59.38% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.95% | — | -1.70% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.84% | -0.18% | +349.91% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.80% | +0.05% | -0.37% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.78% | +0.20% | -4.49% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.75% | — | -22.62% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.74% | +0.14% | -14.72% | |
| 19 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.70% | +0.02% | +60.26% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | +0.55% | -0.20% | |
| 21 | DLO | DLocal Limited | 股票-其他 | 0.67% | +1.20% | -0.88% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.66% | — | +17.81% | |
| 23 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.65% | — | -20.54% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.64% | — | -36.61% | |
| 25 | PATH | Uipath INC - Class A | 股票-科技 | 0.63% | — | +9.67% | |
| 26 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-其他 | 0.63% | — | +307.84% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.61% | -0.02% | -6.99% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.60% | -0.52% | +10.32% | |
| 29 | TNET | Trinet Group INC | 股票-其他 | 0.50% | — | -8.74% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.47% | — | -4.13% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.46% | +0.02% | -20.17% | |
| 32 | APO | Apollo Global Management INC | 股票-金融 | 0.42% | -0.15% | -0.39% | |
| 33 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.40% | — | +740.10% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.38% | — | -1.54% | |
| 35 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.35% | — | +0.43% | |
| 36 | DDOG | Datadog INC - Class A | 股票-科技 | 0.35% | — | +8.07% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.34% | — | +63.89% | |
| 38 | AR | Antero Resources CORP | 股票-能源 | 0.34% | — | +0.02% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.30% | — | +19.30% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.29% | +0.08% | -0.63% | |
| 41 | INDA | Ishares Msci India ETF | ETF-其他 | 0.29% | — | -18.44% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.29% | — | -4.41% | |
| 43 | PTON | Peloton Interactive Inc-a | 股票-周期性消费 | 0.28% | — | +0.06% | |
| 44 | IVOL | Quadratic Int Rte Vol Infl H | ETF-其他 | 0.27% | — | -20.55% | |
| 45 | COIN | Coinbase Global INC -class A | 股票-金融 | 0.26% | — | +0.11% | |
| 46 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-其他 | 0.25% | — | — | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.22% | — | +0.09% | |
| 48 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.22% | — | +17.38% | |
| 49 | SNOW | Snowflake INC | 股票-科技 | 0.22% | — | +0.10% | |
| 50 | CRM | Salesforce INC | 股票-科技 | 0.21% | — | +13.18% |