CIK: 0001661149
申报总市值
US$1.2亿
仅显示前 200 大持股（共 419 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 | 4.70% | — | +3.82% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.30% | — | +16.53% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.93% | — | -7.09% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.17% | — | +6.27% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.97% | — | -2.84% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.18% | — | +4.02% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.54% | — | -16.08% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.36% | — | +6.19% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.25% | — | +37.45% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.24% | — | +6.31% | |
| 11 | HD | Home Depot INC | 股票-周期性消费 | 1.23% | — | -0.82% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.18% | — | -2.75% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.12% | — | +2.71% | |
| 14 | ARKK | Ark Innovation ETF | ETF-其他 | 1.03% | — | +10.17% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.99% | — | +11.05% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | — | +1.20% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.92% | — | +55.72% | |
| 18 | WMT | Walmart INC | 股票-非周期性消费 | 0.80% | — | +2.84% | |
| 19 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.72% | — | -9.98% | |
| 20 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.69% | — | +6.17% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.68% | — | +9.93% | |
| 22 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.66% | — | -14.62% | |
| 23 | EVRG | Evergy INC | 股票-公用事业 | 0.65% | — | +264.32% | |
| 24 | CRM | Salesforce INC | 股票-科技 | 0.61% | — | +8.11% | |
| 25 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.58% | — | +72.57% | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.57% | — | +22.10% | |
| 27 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.57% | — | +9.64% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | — | +0.45% | |
| 29 | ODFL | Old Dominion Freight Line | 股票-工业 | 0.55% | — | -0.88% | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 0.53% | — | -0.20% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.53% | — | -2.47% | |
| 32 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.53% | — | +0.23% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.53% | — | +36.60% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.52% | — | +20.96% | |
| 35 | XLF | Ss Financial Select Sector | ETF-其他 | 0.51% | — | — | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.50% | — | +38.27% | |
| 37 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.49% | — | -15.10% | |
| 38 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.49% | — | +8.31% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | — | -4.55% | |
| 40 | NFLX | Netflix INC | 股票-通信服务 | 0.46% | — | -0.27% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.46% | — | -0.08% | |
| 42 | BND | Vanguard Total Bond Market | ETF-其他 | 0.46% | — | +0.66% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.45% | — | +14.86% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.45% | — | +5.06% | |
| 45 | VZ | Verizon Communications INC | 股票-通信服务 | 0.45% | — | +7.98% | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.45% | — | — | |
| 47 | PSQUSD | Proshares Short Qqq | ETF-其他 | 0.44% | — | +10.64% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.44% | — | — | |
| 49 | EA | Electronic Arts INC | 股票-通信服务 | 0.44% | — | -14.87% | |
| 50 | AFL | Aflac INC | 股票-金融 | 0.43% | — | -1.08% |