CIK: 0001661149
申报总市值
US$1.2亿
仅显示前 200 大持股（共 402 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 | 4.89% | — | -1.17% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.31% | — | -2.31% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.28% | — | +0.30% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.58% | — | +5.13% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.40% | — | +29.73% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.43% | — | +2022.87% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.96% | — | +6.92% | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.75% | — | +18.04% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.39% | — | +5.30% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.28% | — | +0.73% | |
| 11 | AVDE | Avantis International Equity | ETF-其他 | 1.24% | — | +14.98% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.18% | — | -20.02% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.18% | — | +11.66% | |
| 14 | HD | Home Depot INC | 股票-周期性消费 | 1.16% | — | +3.78% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.15% | — | +1.82% | |
| 16 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 1.05% | — | +5.25% | |
| 17 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.85% | — | +153.93% | |
| 18 | PEP | Pepsico INC | 股票-非周期性消费 | 0.83% | — | +10.20% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 0.81% | — | -36.74% | |
| 20 | EVRG | Evergy INC | 股票-公用事业 | 0.80% | — | +7.71% | |
| 21 | WMT | Walmart INC | 股票-非周期性消费 | 0.80% | — | +6.37% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.71% | — | +7.47% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | — | +3.28% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | — | +15.07% | |
| 25 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.62% | — | -1.30% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.61% | — | +15.32% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.60% | — | -20.08% | |
| 28 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.59% | — | +16.10% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.57% | — | -36.10% | |
| 30 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.56% | — | +0.13% | |
| 31 | ODFL | Old Dominion Freight Line | 股票-工业 | 0.55% | — | +0.59% | |
| 32 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.55% | — | +3.56% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.51% | — | -0.20% | |
| 34 | PGR | Progressive CORP | 股票-金融 | 0.50% | — | -1.12% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.50% | — | +5.82% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.48% | — | +0.92% | |
| 37 | PSQUSD | Proshares Short Qqq | ETF-其他 | 0.48% | — | +0.06% | |
| 38 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.47% | — | +0.34% | |
| 39 | UNP | Union Pacific CORP | 股票-工业 | 0.45% | — | +29.07% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.44% | — | +10.15% | |
| 41 | VZ | Verizon Communications INC | 股票-通信服务 | 0.44% | — | +12.11% | |
| 42 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.43% | — | +5.35% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | — | -5.11% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.41% | — | +71.16% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.41% | — | -8.95% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.41% | — | +2.46% | |
| 47 | ABBV | Abbvie INC | 股票-医疗保健 | 0.41% | — | +3.97% | |
| 48 | T | At&t INC | 股票-通信服务 | 0.40% | — | +52.00% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.40% | — | +11.55% | |
| 50 | MCO | Moody's CORP | 股票-金融 | 0.40% | — | -2.20% |