CIK: 0001661149
申报总市值
US$1.2亿
仅显示前 200 大持股（共 434 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 | 5.37% | — | -10.12% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.69% | — | +0.68% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.48% | — | +5.02% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.47% | — | +0.33% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.99% | — | -2.54% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.66% | — | -8.30% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.88% | — | -22.91% | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.49% | — | +12.98% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.47% | — | +5.62% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.45% | — | +1.73% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 1.41% | — | +27.47% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.22% | — | -15.80% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | — | +0.62% | |
| 14 | AVDE | Avantis International Equity | ETF-其他 | 1.09% | — | +15.21% | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 1.03% | — | -1.89% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.01% | — | +5.37% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.95% | — | +4.01% | |
| 18 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.87% | — | +6.86% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.79% | — | -16.63% | |
| 20 | WMT | Walmart INC | 股票-非周期性消费 | 0.78% | — | -2.14% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.77% | — | -43.93% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.67% | — | +2.40% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | — | -12.88% | |
| 24 | EVRG | Evergy INC | 股票-公用事业 | 0.66% | — | +11.24% | |
| 25 | PEP | Pepsico INC | 股票-非周期性消费 | 0.64% | — | +1.72% | |
| 26 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.62% | — | -6.12% | |
| 27 | ODFL | Old Dominion Freight Line | 股票-工业 | 0.54% | — | -7.40% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.52% | — | -11.25% | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.52% | — | +4.87% | |
| 30 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.52% | — | -0.87% | |
| 31 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.52% | — | -8.12% | |
| 32 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.50% | — | +1.81% | |
| 33 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.49% | — | +13.95% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.49% | — | -25.09% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.47% | — | +8.55% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.46% | — | -20.56% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.46% | — | +13.21% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.44% | — | +2.84% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.43% | — | +5.38% | |
| 40 | MCO | Moody's CORP | 股票-金融 | 0.43% | — | +2.62% | |
| 41 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.43% | — | +3.24% | |
| 42 | PGR | Progressive CORP | 股票-金融 | 0.42% | — | -1.16% | |
| 43 | CRM | Salesforce INC | 股票-科技 | 0.42% | — | -6.23% | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.41% | — | -5.11% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.40% | — | -5.62% | |
| 46 | DE | Deere & Co | 股票-工业 | 0.40% | — | +11.17% | |
| 47 | BRO | Brown & Brown INC | 股票-金融 | 0.39% | — | -1.81% | |
| 48 | AFL | Aflac INC | 股票-金融 | 0.38% | — | -7.75% | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.38% | — | -2.51% | |
| 50 | DXCM | Dexcom INC | 股票-医疗保健 | 0.37% | — | +2.55% |