CIK: 0001698478
申报总市值
US$69.8亿
仅显示前 200 大持股（共 390 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 | 40.57% | -0.32% | +23.46% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 8.12% | — | -5.03% | |
| 3 | AVGO | Broadcom INC | 股票-科技 | 5.80% | -0.99% | +1.71% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 5.30% | -0.23% | +11.19% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.30% | — | +4.30% | |
| 6 | PPA | Invesco Aerospace & Defense | ETF-其他 | 2.28% | — | +1.11% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.69% | +0.03% | +4.01% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.55% | +0.20% | +9.84% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.55% | +0.20% | +48.66% | |
| 10 | AON | Aon plc | 股票-金融 | 1.50% | — | -22.69% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.20% | +0.55% | +18.75% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.17% | — | -40.77% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.08% | -0.18% | +454.68% | |
| 14 | APO | Apollo Global Management INC | 股票-金融 | 0.99% | -0.15% | -0.62% | |
| 15 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.98% | — | -7.29% | |
| 16 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.91% | — | +1.38% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | — | +13.80% | |
| 18 | AR | Antero Resources CORP | 股票-能源 | 0.75% | — | +0.02% | |
| 19 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.74% | — | — | |
| 20 | DDOG | Datadog INC - Class A | 股票-科技 | 0.73% | — | +0.37% | |
| 21 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.68% | — | +26.64% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.64% | — | +35.05% | |
| 23 | TSLA | Tesla INC | 股票-周期性消费 | 0.57% | — | +42.32% | |
| 24 | CRM | Salesforce INC | 股票-科技 | 0.56% | — | +6.19% | |
| 25 | COIN | Coinbase Global INC -class A | 股票-金融 | 0.53% | — | -12.47% | |
| 26 | MNDY | monday.com Ltd. | 股票-科技 | 0.44% | — | -3.80% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.41% | — | +201.61% | |
| 28 | DLO | DLocal Limited | 股票-其他 | 0.39% | +1.20% | — | |
| 29 | EPI | Wisdomtree India Earnings | ETF-其他 | 0.36% | — | +7.88% | |
| 30 | WCLD | Wisdomtree Cloud Computing | ETF-其他 | 0.35% | — | +24.13% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.35% | — | +11.40% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.32% | +0.05% | +42.55% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.31% | — | +30.78% | |
| 34 | UBER | Uber Technologies INC | 股票-工业 | 0.30% | — | +115.66% | |
| 35 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.30% | — | +17.40% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.27% | +0.10% | +40.08% | |
| 37 | DASH | Doordash INC - A | 股票-周期性消费 | 0.26% | — | +6.42% | |
| 38 | NFLX | Netflix INC | 股票-通信服务 | 0.22% | — | +30.13% | |
| 39 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.21% | — | +20.06% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.21% | — | +60.64% | |
| 41 | MO | Altria Group INC | 股票-非周期性消费 | 0.21% | — | -2.60% | |
| 42 | ABBV | Abbvie INC | 股票-医疗保健 | 0.19% | — | +20.69% | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.19% | — | +16.16% | |
| 44 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.19% | -0.15% | +0.35% | |
| 45 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.19% | — | +30.30% | |
| 46 | JD | Jd.com Inc-adr | 股票-周期性消费 | 0.19% | — | +0.06% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.19% | — | +6.85% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.18% | — | +1490.87% | |
| 49 | T | At&t INC | 股票-通信服务 | 0.16% | — | +15.37% | |
| 50 | PTON | Peloton Interactive Inc-a | 股票-周期性消费 | 0.16% | — | +0.07% |