CIK: 0001590491
申报总市值
US$12.1亿
仅显示前 200 大持股（共 348 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 | AAPL | Apple INC | 股票-科技 | 3.34% | -0.12% | -4.51% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.14% | -0.12% | -0.62% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.12% | +0.05% | -2.21% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.72% | -0.03% | +3.85% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.71% | -0.13% | +767.78% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.61% | +0.09% | +8.24% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 2.58% | -0.29% | -9.40% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 2.19% | -0.14% | -4.57% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.15% | +0.45% | -40.19% | |
| 10 | CPRT | Copart INC | 股票-工业 | 2.12% | +0.04% | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.83% | +0.02% | -14.91% | |
| 12 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 1.75% | — | -4.47% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.72% | — | +14.56% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.71% | +0.10% | +12.80% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.55% | -0.10% | +3228.93% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.29% | +0.08% | -6.05% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.27% | — | -4.84% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.26% | +0.03% | +1940.48% | |
| 19 | SH1USD | Proshares Short S&p500 | ETF-其他 | 1.24% | -0.28% | +26.31% | |
| 20 | HD | Home Depot INC | 股票-周期性消费 | 1.13% | +0.03% | -5.12% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | +0.06% | -1.90% | |
| 22 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.00% | — | -19.22% | |
| 23 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.98% | +0.03% | -24.02% | |
| 24 | ADBE | Adobe INC | 股票-科技 | 0.96% | +0.03% | -7.33% | |
| 25 | MGM | Mgm Resorts International | 股票-周期性消费 | 0.92% | +0.09% | — | |
| 26 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.86% | — | -51.04% | |
| 27 | BX | Blackstone INC | 股票-金融 | 0.81% | +0.09% | -3.31% | |
| 28 | MA | Mastercard INC - A | 股票-金融 | 0.80% | — | -1.10% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.80% | +0.01% | +4.11% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.79% | — | -2.59% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.79% | — | -2.19% | |
| 32 | PCG | P G & E CORP | 股票-公用事业 | 0.76% | -0.01% | — | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.76% | +0.05% | -2.23% | |
| 34 | TXN | Texas Instruments INC | 股票-科技 | 0.76% | -0.37% | -1.72% | |
| 35 | BKCCUSD | Blackrock Capital Investment | 股票-其他 | 0.75% | — | -11.59% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.71% | — | -2.42% | |
| 37 | RITM | Rithm Capital CORP | 股票-房地产 | 0.70% | — | -4.26% | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.69% | — | -5.43% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.68% | +0.03% | +5.89% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.66% | — | +20.63% | |
| 41 | MS | Morgan Stanley | 股票-金融 | 0.66% | +0.13% | -1.69% | |
| 42 | AMT | American Tower CORP | 股票-房地产 | 0.66% | +0.13% | -22.34% | |
| 43 | AMGN | Amgen INC | 股票-医疗保健 | 0.64% | — | +2.53% | |
| 44 | AZO | Autozone INC | 股票-周期性消费 | 0.63% | — | -22.76% | |
| 45 | BLKCHF | Blackrock INC | 股票-其他 | 0.63% | +0.09% | -1.90% | |
| 46 | CDW | Cdw Corp/de | 股票-科技 | 0.63% | +0.02% | +6.05% | |
| 47 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.62% | — | +11.05% | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.62% | -0.20% | -3.58% | |
| 49 | CE | Celanese CORP | 股票-原材料 | 0.62% | — | +2.80% | |
| 50 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.59% | — | +0.60% |