CIK: 0001585822
申报总市值
US$4.4亿
仅显示前 200 大持股（共 554 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 10.66% | -0.14% | +1.67% | |
| 2 | AAPL | Apple INC | 股票-科技 | 7.75% | -0.32% | -2.07% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 7.58% | -0.36% | -5.03% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 6.00% | +0.16% | +26.02% | |
| 5 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 5.10% | — | +25.37% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.92% | -0.28% | -1.74% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 4.69% | — | +3.36% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 4.61% | -0.87% | -1.26% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 4.08% | — | +3.40% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.69% | -0.04% | -20.54% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 3.24% | — | -3.41% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.23% | -0.36% | +0.36% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.01% | -0.05% | -1.19% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.61% | -0.16% | -0.98% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.52% | -0.11% | +0.49% | |
| 16 | SYK | Stryker CORP | 股票-医疗保健 | 1.38% | -0.05% | +0.27% | |
| 17 | NFLX | Netflix INC | 股票-通信服务 | 1.28% | +0.10% | -3.26% | |
| 18 | MRVL | Marvell Technology INC | 股票-科技 | 1.27% | +0.06% | -0.89% | |
| 19 | CRM | Salesforce INC | 股票-科技 | 1.13% | -0.19% | +1.27% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.11% | -0.10% | -0.03% | |
| 21 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 1.11% | +0.13% | +221.26% | |
| 22 | AAAU | Goldman Sachs Physical Gold | ETF-避险与商品 | 1.01% | +0.13% | +1.10% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.97% | +0.10% | +0.89% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.89% | — | -1.84% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.77% | +0.14% | +0.97% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.75% | — | -14.00% | |
| 27 | ADBE | Adobe INC | 股票-科技 | 0.72% | -0.12% | +2.95% | |
| 28 | C | Citigroup INC | 股票-金融 | 0.68% | -0.01% | -0.17% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.68% | — | +0.89% | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.54% | -0.06% | +1.79% | |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.51% | — | +21.01% | |
| 32 | TSLA | Tesla INC | 股票-周期性消费 | 0.49% | -0.06% | -2.91% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.49% | +0.05% | +9.47% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.45% | -0.04% | +0.81% | |
| 35 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.43% | — | +12.76% | |
| 36 | HON | Honeywell International INC | 股票-工业 | 0.42% | +0.05% | -0.63% | |
| 37 | PYPL | Paypal Holdings INC | 股票-金融 | 0.37% | -0.04% | -1.49% | |
| 38 | VZ | Verizon Communications INC | 股票-通信服务 | 0.37% | +0.11% | +4.12% | |
| 39 | TXN | Texas Instruments INC | 股票-科技 | 0.37% | +0.03% | +2.35% | |
| 40 | RTX | Rtx CORP | 股票-工业 | 0.36% | +0.05% | +3.77% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.32% | — | +6.47% | |
| 42 | EBAY | Ebay INC | 股票-周期性消费 | 0.30% | — | +0.59% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.28% | +0.06% | +13.05% | |
| 44 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.27% | -0.02% | -0.78% | |
| 45 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.27% | — | -0.31% | |
| 46 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.26% | — | +9.85% | |
| 47 | NOC | Northrop Grumman CORP | 股票-工业 | 0.24% | +0.07% | +5.41% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.23% | +0.09% | +10.76% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.22% | -0.02% | +1.34% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.21% | — | -1.10% |