CIK: 0001626116
申报总市值
US$15.2亿
仅显示前 200 大持股（共 755 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 | ✓ | AppLovin Corporation | 股票-其他 | 11.35% | — | -4.19% | |
| 2 | AAPL | Apple INC | 股票-科技 | 8.67% | -0.27% | -1.46% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.90% | -0.75% | -10.46% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.53% | — | -17.41% | |
| 5 | ✓ | Broadcom Inc. | 股票-其他 | 1.84% | -0.73% | +0.18% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.78% | -0.06% | +14.86% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.78% | -0.47% | +21.42% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.75% | +0.07% | -9.09% | |
| 9 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 1.21% | -0.01% | -29.52% | |
| 10 | ✓ | J P Morgan Chase And Co | 股票-其他 | 1.19% | -0.08% | -5.61% | |
| 11 | ✓ | Alphabet Inc. | 股票-其他 | 1.16% | -0.08% | +11.01% | |
| 12 | ✓ | AbbVie Inc. | 股票-其他 | 1.15% | -0.08% | -3.32% | |
| 13 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 1.07% | +0.06% | +20.22% | |
| 14 | ✓ | Alphabet Inc. | 股票-其他 | 0.99% | +0.06% | -13.29% | |
| 15 | ✓ | NVIDIA Corporation | 股票-其他 | 0.98% | +0.12% | +926.27% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.91% | -0.28% | -42.65% | |
| 17 | ✓ | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.90% | +0.21% | -3.02% | |
| 18 | HD | Home Depot INC | 股票-周期性消费 | 0.85% | -0.16% | -6.07% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.85% | — | -50.26% | |
| 20 | ✓ | Ishares Tr Msci USA Qlt Fct | 股票-其他 | 0.83% | — | -33.48% | |
| 21 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.74% | -0.11% | -5.05% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.72% | — | -6.56% | |
| 23 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.70% | — | +16.78% | |
| 24 | ✓ | Accenture plc | 股票-其他 | 0.69% | -0.18% | -3.88% | |
| 25 | ✓ | Meta Platforms, Inc. | 股票-其他 | 0.67% | -0.09% | -1.44% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.66% | -0.20% | -51.89% | |
| 27 | ✓ | Costco Wholesale Corporation | 股票-其他 | 0.63% | -0.04% | -4.90% | |
| 28 | ✓ | Ishares 0-3 Month Treasury Bon | 股票-其他 | 0.63% | — | -23.96% | |
| 29 | ✓ | Visa Inc. | 股票-其他 | 0.62% | -0.09% | -7.02% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.58% | — | -9.86% | |
| 31 | ✓ | iShares MSCI Emerging Markets ETF | ETF-新兴市场 | 0.56% | — | -10.19% | |
| 32 | ✓ | NextEra Energy, Inc. | 股票-其他 | 0.55% | — | -3.81% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.54% | -0.20% | -5.44% | |
| 34 | UNP | Union Pacific CORP | 股票-工业 | 0.52% | — | -4.15% | |
| 35 | ✓ | Cisco Systems, Inc. | 股票-其他 | 0.51% | — | -1.81% | |
| 36 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.48% | — | -4.09% | |
| 37 | ✓ | Vanguard Russell 3000 ETF | ETF-其他 | 0.46% | — | -50.00% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.46% | — | — | |
| 39 | LHX | L3harris Technologies INC | 股票-工业 | 0.46% | — | -3.02% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.46% | +0.20% | -2.87% | |
| 41 | ✓ | Blackstone Inc. | 股票-其他 | 0.46% | — | -2.02% | |
| 42 | ELV | Elevance Health INC | 股票-医疗保健 | 0.44% | -0.18% | -6.40% | |
| 43 | HON | Honeywell International INC | 股票-工业 | 0.44% | — | -3.44% | |
| 44 | ✓ | Ishares Edge Msci USA Value Fa | 股票-其他 | 0.43% | — | -29.71% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.43% | — | -18.81% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.43% | — | -35.17% | |
| 47 | ✓ | Oracle Corporation | 股票-其他 | 0.43% | -0.16% | -5.60% | |
| 48 | ✓ | Eaton Corporation plc | 股票-其他 | 0.43% | — | -16.36% | |
| 49 | ✓ | Broadridge Financial Solutions, Inc. | 股票-其他 | 0.42% | -0.14% | -3.48% | |
| 50 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.42% | — | -21.95% |