CIK: 0001667074
申报总市值
US$10.5亿
仅显示前 200 大持股（共 224 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 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 9.85% | +2.38% | -3.76% | |
| 2 | AGZ | Ishares Agency Bond ETF | ETF-其他 | 9.75% | — | -0.98% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 6.73% | — | -0.05% | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 5.06% | — | -3.25% | |
| 5 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 4.68% | +0.28% | -1.85% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.63% | -0.35% | -2.52% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.62% | — | -1.76% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.62% | +0.07% | -0.77% | |
| 9 | AAPL | Apple INC | 股票-科技 | 3.54% | -0.46% | -1.53% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.44% | — | -1.27% | |
| 11 | SMIZ | Zacks Small/mid Cap ETF | ETF-其他 | 2.62% | +0.18% | +11.70% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.78% | -0.44% | -2.03% | |
| 13 | CLOI | Vaneck Clo ETF | ETF-其他 | 1.32% | +0.29% | +30.92% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.31% | — | -1.46% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.18% | -0.31% | +11.93% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.09% | +0.10% | +237.65% | |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.01% | +0.20% | +5.75% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.90% | — | -1.72% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | +0.09% | -13.48% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | — | -1.10% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | — | -0.89% | |
| 22 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.80% | — | +1.57% | |
| 23 | ZECP | Zacks Earnings Consistent Po | ETF-其他 | 0.67% | — | — | |
| 24 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.65% | — | +11.28% | |
| 25 | GS | Goldman Sachs Group INC | 股票-金融 | 0.65% | — | -1.67% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.64% | -0.17% | +0.13% | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.62% | — | -1.27% | |
| 28 | NVDL | Granitesh 2x Lng Nvda ETF | ETF-其他 | 0.61% | — | +1.32% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.60% | — | -0.55% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.59% | +0.13% | -3.19% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.57% | — | -40.09% | |
| 32 | EMR | Emerson Electric Co | 股票-工业 | 0.56% | — | -1.29% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | — | -2.22% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | +0.16% | -1.52% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.53% | +0.18% | +1.11% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.48% | -0.35% | EXIT | |
| 37 | URI | United Rentals INC | 股票-工业 | 0.48% | — | -1.47% | |
| 38 | ARKK | Ark Innovation ETF | ETF-其他 | 0.47% | -0.24% | +2.27% | |
| 39 | MMM | 3m Co | 股票-工业 | 0.46% | — | -1.06% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.46% | -0.24% | -3.61% | |
| 41 | BROS | Dutch Bros Inc-class A | 股票-周期性消费 | 0.44% | — | -1.42% | |
| 42 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.44% | — | +2.06% | |
| 43 | USB | US Bancorp | 股票-金融 | 0.44% | — | -2.07% | |
| 44 | VTV | Vanguard Value ETF | ETF-其他 | 0.44% | — | +0.83% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.40% | — | +2.70% | |
| 46 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.40% | — | — | |
| 47 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.36% | — | -33.74% | |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.35% | — | -57.37% | |
| 49 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.34% | — | -2.92% | |
| 50 | SMOT | Vaneck Morningstar Smid Moat | ETF-其他 | 0.33% | — | +12.97% |