CIK: 0001730322
申报总市值
US$11.4亿
仅显示前 200 大持股（共 910 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 16.00% | — | +13.68% | |
| 2 | HCA | Hca Healthcare INC | 股票-医疗保健 | 7.29% | — | -3.55% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.49% | — | +18.90% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 4.48% | — | +25.83% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.81% | — | +1.86% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.52% | — | -8.85% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.03% | — | +28.54% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.95% | — | +23.93% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 2.93% | — | +26.91% | |
| 10 | FFEB | Ft Vest US Equity Buffer ETF | ETF-其他 | 2.91% | — | -1.29% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.87% | — | +33.20% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.74% | — | +2.69% | |
| 13 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.63% | — | +139.15% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.42% | — | -0.30% | |
| 15 | CSTL | Castle Biosciences INC | 股票-其他 | 1.32% | — | -23.87% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.30% | — | -31.75% | |
| 17 | PWV | Invesco Large Cap Value ETF | ETF-大型股与成长 | 1.19% | — | -3.35% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.14% | — | -2.59% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.14% | — | +7305.20% | |
| 20 | PWB | Invesco Large Cap Growth ETF | ETF-大型股与成长 | 1.00% | — | -10.00% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.90% | — | +9.26% | |
| 22 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.82% | — | -4.92% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.80% | — | -4.56% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.78% | — | -3.84% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.76% | — | -25.17% | |
| 26 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.69% | — | -21.92% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | — | +4.86% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | +5.38% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.54% | — | -4.08% | |
| 30 | PNW | Pinnacle Financial Partners, Inc. | 股票-公用事业 | 0.53% | — | +15.52% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.52% | — | -3.90% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | — | +10.97% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.48% | — | +0.31% | |
| 34 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.46% | — | -3.93% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.38% | — | -16.28% | |
| 36 | CORT | Corcept Therapeutics INC | 股票-医疗保健 | 0.36% | — | +75.11% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.35% | — | +16.12% | |
| 38 | WMT | Walmart INC | 股票-非周期性消费 | 0.34% | — | +31.01% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.33% | — | -7.01% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.33% | — | -23.82% | |
| 41 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.32% | — | +26.62% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.32% | — | +8.60% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.32% | — | +4.73% | |
| 44 | VZ | Verizon Communications INC | 股票-通信服务 | 0.29% | — | +12.54% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.27% | — | +33.92% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.26% | — | -2.41% | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.26% | — | +42.28% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.25% | — | +19.78% | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.25% | — | -0.39% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.25% | — | +5.05% |