CIK: 0001698478
申报总市值
US$69.8亿
仅显示前 200 大持股（共 548 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 | 37.96% | -0.32% | +4.78% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 9.83% | -1.52% | +5.06% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.78% | — | +31.68% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.60% | -0.23% | +20.64% | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 2.01% | -0.99% | +0.42% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.93% | — | +10.83% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.79% | — | +8.66% | |
| 8 | PPA | Invesco Aerospace & Defense | ETF-其他 | 1.75% | — | +0.84% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.60% | -0.15% | -1.64% | |
| 10 | EXPD | Expeditors Intl Wash INC | 股票-工业 | 1.51% | +0.82% | +0.20% | |
| 11 | KCCA | Kraneshares California Carbo | ETF-其他 | 1.41% | — | -1.29% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.13% | +0.03% | +0.74% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.09% | — | — | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.01% | +0.14% | +19.68% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.96% | +0.20% | -0.58% | |
| 16 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.89% | — | +15.15% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.87% | +0.05% | -1.29% | |
| 18 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.82% | — | +5.18% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.79% | +0.55% | -1.87% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.77% | -0.52% | -1.73% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.70% | -0.02% | -4.97% | |
| 22 | DLO | DLocal Limited | 股票-其他 | 0.66% | +1.20% | — | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.63% | — | +22.06% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.62% | — | -2.60% | |
| 25 | TNET | Trinet Group INC | 股票-其他 | 0.61% | — | -6.55% | |
| 26 | APO | Apollo Global Management INC | 股票-金融 | 0.54% | -0.15% | +0.15% | |
| 27 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-其他 | 0.52% | — | -3.51% | |
| 28 | PATH | Uipath INC - Class A | 股票-科技 | 0.49% | — | -8.47% | |
| 29 | DDOG | Datadog INC - Class A | 股票-科技 | 0.48% | — | +21.18% | |
| 30 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.44% | — | +22.65% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.43% | — | -0.18% | |
| 32 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.40% | +0.02% | -17.13% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | — | -1.41% | |
| 34 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.35% | — | -8.74% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.35% | +0.02% | +0.04% | |
| 36 | AR | Antero Resources CORP | 股票-能源 | 0.34% | — | -0.01% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.33% | — | -1.64% | |
| 38 | COIN | Coinbase Global INC -class A | 股票-金融 | 0.28% | — | -4.05% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.28% | — | +0.16% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.27% | +0.20% | -13.40% | |
| 41 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.26% | — | +18.31% | |
| 42 | VTV | Vanguard Value ETF | ETF-其他 | 0.24% | — | -13.77% | |
| 43 | HCP2EUR | Hashicorp Inc-cl A | 股票-其他 | 0.22% | — | -2.12% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.21% | +0.08% | -23.28% | |
| 45 | CRM | Salesforce INC | 股票-科技 | 0.21% | — | -4.15% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.21% | — | -1.71% | |
| 47 | INDA | Ishares Msci India ETF | ETF-其他 | 0.21% | — | -1.39% | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.21% | +0.03% | +11.37% | |
| 49 | SNOW | Snowflake INC | 股票-科技 | 0.20% | — | +0.34% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.19% | — | -12.74% |