CIK: 0001730322
申报总市值
US$11.4亿
仅显示前 200 大持股（共 1035 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 | 17.40% | — | +8.15% | |
| 2 | HCA | Hca Healthcare INC | 股票-医疗保健 | 7.40% | — | -5.13% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 6.08% | — | +14.50% | |
| 4 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 5.87% | — | +102.03% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 4.50% | — | -5.38% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.69% | — | +6.92% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.57% | — | +6.39% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 3.43% | — | +9.90% | |
| 9 | AAPL | Apple INC | 股票-科技 | 3.19% | — | +0.78% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.97% | — | +16.66% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.82% | — | -2.43% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.04% | — | +0.46% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.45% | — | +2.49% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.44% | — | +1.98% | |
| 15 | FFEB | Ft Vest US Equity Buffer ETF | ETF-其他 | 1.14% | — | -2.86% | |
| 16 | CSTL | Castle Biosciences INC | 股票-其他 | 0.93% | — | -6.30% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.89% | — | -1.27% | |
| 18 | PWV | Invesco Large Cap Value ETF | ETF-大型股与成长 | 0.81% | — | -11.64% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.76% | — | +3.62% | |
| 20 | PWB | Invesco Large Cap Growth ETF | ETF-大型股与成长 | 0.76% | — | -4.16% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.63% | — | +1.14% | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.62% | — | -1.81% | |
| 23 | PNW | Pinnacle Financial Partners, Inc. | 股票-公用事业 | 0.58% | — | +2.45% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.54% | — | -11.05% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.51% | — | +2.36% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.51% | — | +1.61% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | — | +4.09% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | — | +1.01% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.45% | — | -0.58% | |
| 30 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.43% | — | -7.70% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.43% | — | -1.23% | |
| 32 | CORT | Corcept Therapeutics INC | 股票-医疗保健 | 0.42% | — | +149.95% | |
| 33 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.36% | — | -4.98% | |
| 34 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.36% | — | -3.03% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.36% | — | +0.54% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.29% | — | +2.77% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.29% | — | -14.29% | |
| 38 | WMT | Walmart INC | 股票-非周期性消费 | 0.28% | — | +1.19% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.28% | — | +11.61% | |
| 40 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 0.27% | — | +24.27% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.26% | — | +1.79% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.26% | — | +3.10% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.25% | — | +2.30% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.25% | — | +4.28% | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.25% | — | +7.62% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.25% | — | +0.28% | |
| 47 | HD | Home Depot INC | 股票-周期性消费 | 0.24% | — | -2.96% | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.23% | — | +280.31% | |
| 49 | CAT | Caterpillar INC | 股票-工业 | 0.23% | — | +3.00% | |
| 50 | XLE | Ss Energy Select Sector | ETF-其他 | 0.22% | — | +0.80% |