CIK: 0001667074
申报总市值
US$10.5亿
仅显示前 200 大持股（共 233 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 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 11.34% | — | -41.10% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 6.93% | -0.35% | -26.28% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 5.84% | +2.38% | +44.55% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.37% | +0.42% | NEW | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.92% | — | +106.47% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-其他 | 4.52% | — | — | |
| 7 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 4.34% | +0.28% | +90.81% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.07% | — | -27.44% | |
| 9 | AAPL | Apple INC | 股票-科技 | 4.04% | -0.46% | -1.65% | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 2.87% | — | -62.03% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.32% | — | +1235.95% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.28% | — | +821.57% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | -0.44% | -1.17% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.45% | -0.31% | -0.23% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.20% | — | +48.38% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.04% | — | +12.74% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.97% | -0.35% | +124.71% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.84% | +0.13% | +1.94% | |
| 19 | PFE | Pfizer INC | 股票-医疗保健 | 0.83% | — | +7.58% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | +0.16% | +2.02% | |
| 21 | ABBV | Abbvie INC | 股票-医疗保健 | 0.80% | — | +1.59% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.76% | — | -2.57% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 0.75% | -0.24% | +1.36% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | — | +1.22% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | — | -1.35% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.72% | — | +290.77% | |
| 27 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.68% | — | -14.83% | |
| 28 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.60% | — | +1.21% | |
| 29 | RTX | Rtx CORP | 股票-工业 | 0.60% | — | +0.50% | |
| 30 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.57% | — | +6.45% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.56% | -0.17% | -6.86% | |
| 32 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.55% | — | -0.84% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.53% | — | +0.26% | |
| 34 | EMR | Emerson Electric Co | 股票-工业 | 0.53% | — | -1.30% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.52% | — | +0.65% | |
| 36 | GS | Goldman Sachs Group INC | 股票-金融 | 0.50% | — | +0.05% | |
| 37 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.49% | — | -6.63% | |
| 38 | XLF | Ss Financial Select Sector | ETF-其他 | 0.49% | — | +0.94% | |
| 39 | MMM | 3m Co | 股票-工业 | 0.47% | — | +8.81% | |
| 40 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.43% | — | -1.71% | |
| 41 | MBB | Ishares Mbs ETF | ETF-其他 | 0.43% | — | -20.61% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.42% | — | +0.10% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | — | +22.36% | |
| 44 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.40% | — | -3.76% | |
| 45 | TMV | Dir Da 20+yr Tre Be 3x Etf-u | ETF-其他 | 0.39% | — | -30.45% | |
| 46 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.38% | — | -1.15% | |
| 47 | BROS | Dutch Bros Inc-class A | 股票-周期性消费 | 0.37% | — | -0.26% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.36% | — | -30.29% | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.35% | +0.09% | +6.38% | |
| 50 | TSLA | Tesla INC | 股票-周期性消费 | 0.34% | — | -0.21% |