CIK: 0001682021
申报总市值
US$7.2亿
仅显示前 200 大持股（共 279 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 | 5.50% | -0.41% | -0.97% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.31% | +0.18% | +14.25% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.16% | -0.17% | -13.49% | |
| 4 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 3.00% | -0.05% | -18.35% | |
| 5 | AMAT | Applied Materials INC | 股票-科技 | 2.73% | +0.81% | -4.08% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.50% | -0.32% | +14.44% | |
| 7 | BWA | Borgwarner INC | 股票-周期性消费 | 2.42% | +0.31% | -5.09% | |
| 8 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.42% | -0.26% | -6.08% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.24% | +0.59% | +14.62% | |
| 10 | MDT | Medtronic plc | 股票-医疗保健 | 2.19% | -0.28% | -8.07% | |
| 11 | AMGN | Amgen INC | 股票-医疗保健 | 2.08% | — | -8.80% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.00% | -0.03% | +2.34% | |
| 13 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 1.99% | +0.24% | +17.59% | |
| 14 | SLV | Ishares Silver Trust | ETF-避险与商品 | 1.92% | -0.10% | -19.26% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.73% | — | +4.49% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.62% | -0.08% | +1.14% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.60% | +0.09% | +2.33% | |
| 18 | TSLA | Tesla INC | 股票-周期性消费 | 1.38% | -0.21% | +0.99% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.38% | -0.31% | +5.44% | |
| 20 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.25% | — | +0.02% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.20% | -0.06% | -3.96% | |
| 22 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.15% | -0.16% | -26.67% | |
| 23 | MRVL | Marvell Technology INC | 股票-科技 | 1.12% | +0.13% | +23.35% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.08% | -0.19% | -7.60% | |
| 25 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.03% | +0.16% | -10.36% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | -0.14% | -6.80% | |
| 27 | ON | On Semiconductor | 股票-科技 | 0.98% | +0.13% | -2.11% | |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.97% | +0.17% | +10.94% | |
| 29 | CAT | Caterpillar INC | 股票-工业 | 0.95% | +0.22% | -14.30% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.93% | — | -1.25% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.92% | +0.08% | -0.95% | |
| 32 | ZBH | Zimmer Biomet Holdings INC | 股票-医疗保健 | 0.92% | — | -0.48% | |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.89% | +0.17% | +12.29% | |
| 34 | RHI | Robert Half INC | 股票-工业 | 0.89% | -0.05% | -15.03% | |
| 35 | DE | Deere & Co | 股票-工业 | 0.86% | +0.14% | -15.78% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.84% | — | +11.44% | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.77% | — | -7.76% | |
| 38 | PEP | Pepsico INC | 股票-非周期性消费 | 0.77% | +0.08% | +13.60% | |
| 39 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.76% | +0.08% | +6.33% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.72% | — | -30.97% | |
| 41 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.71% | — | +5.22% | |
| 42 | PNR | Pentair plc | 股票-工业 | 0.68% | -0.10% | -25.98% | |
| 43 | COIN | Coinbase Global INC -class A | 股票-金融 | 0.67% | -0.08% | +1.60% | |
| 44 | WBD | Warner Bros Discovery INC | 股票-通信服务 | 0.67% | — | -9.42% | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.66% | -0.05% | -1.85% | |
| 46 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 0.66% | — | -2.96% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.65% | — | -5.63% | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.63% | — | -7.53% | |
| 49 | NUE | Nucor CORP | 股票-原材料 | 0.61% | — | -17.35% | |
| 50 | UPS | United Parcel Service-cl B | 股票-工业 | 0.60% | — | -19.52% |