CIK: 0001698478
申报总市值
US$69.8亿
仅显示前 200 大持股（共 1344 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 | 15.02% | -0.32% | -3.14% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 9.99% | -1.52% | +8.01% | |
| 3 | AVGO | Broadcom INC | 股票-科技 | 3.37% | -0.99% | +1.79% | |
| 4 | ISHG | Ishares -3 Year Internationa | ETF-其他 | 2.47% | -0.33% | +7.14% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.33% | -0.23% | +13.34% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.17% | +0.14% | +22.81% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.99% | -0.15% | +11.13% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.93% | -0.18% | +2.38% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.90% | -0.52% | +8.20% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.67% | +0.20% | +10.33% | |
| 11 | APH | Amphenol Corp-cl A | 股票-科技 | 1.25% | — | +1.32% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.22% | — | +6.71% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.98% | — | +22.46% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.95% | -0.02% | +8.69% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.94% | +0.20% | +2.90% | |
| 16 | EXPD | Expeditors Intl Wash INC | 股票-工业 | 0.94% | +0.82% | +48.09% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.92% | — | -17.11% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.89% | +0.55% | +7.38% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.86% | +0.03% | -0.30% | |
| 20 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.73% | — | -13.07% | |
| 21 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.69% | — | +35.04% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.69% | +0.05% | +20.77% | |
| 23 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.64% | — | -0.13% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.60% | — | +9.20% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.60% | — | +14.56% | |
| 26 | AON | Aon plc | 股票-金融 | 0.55% | — | -1.81% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | +4.68% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | — | +6.00% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.51% | — | +6.44% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.49% | +0.02% | +3.55% | |
| 31 | TSLA | Tesla INC | 股票-周期性消费 | 0.48% | — | +11.73% | |
| 32 | HIMS | Hims & Hers Health INC | 股票-医疗保健 | 0.46% | -0.16% | +5.51% | |
| 33 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.43% | +0.02% | +4241.02% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.41% | — | -46.35% | |
| 35 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.39% | +0.02% | +35.68% | |
| 36 | KCCA | Kraneshares California Carbo | ETF-其他 | 0.38% | — | +3.95% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.33% | — | -12.48% | |
| 38 | APO | Apollo Global Management INC | 股票-金融 | 0.32% | -0.15% | +4.88% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.31% | -0.10% | +137.09% | |
| 40 | OKTA | Okta INC | 股票-科技 | 0.29% | -0.14% | +40.06% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.28% | — | +59.53% | |
| 42 | CAT | Caterpillar INC | 股票-工业 | 0.28% | +0.01% | -0.37% | |
| 43 | AR | Antero Resources CORP | 股票-能源 | 0.27% | — | +2.27% | |
| 44 | DDOG | Datadog INC - Class A | 股票-科技 | 0.25% | — | +13.19% | |
| 45 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.25% | — | +4.93% | |
| 46 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.25% | — | +21.60% | |
| 47 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.24% | — | — | |
| 48 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.24% | — | -3.20% | |
| 49 | COIN | Coinbase Global INC -class A | 股票-金融 | 0.24% | — | -0.65% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.23% | +0.07% | +10.43% |