CIK: 0001585822
申报总市值
US$4.4亿
仅显示前 200 大持股（共 504 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 | 10.51% | -0.14% | +1.85% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 7.51% | — | +55.99% | |
| 3 | AAPL | Apple INC | 股票-科技 | 6.78% | -0.32% | -2.89% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 6.42% | +0.16% | +3.27% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 6.15% | — | +47.92% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 6.10% | -0.36% | -2.02% | |
| 7 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 5.29% | — | +1.90% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.21% | -0.28% | -2.84% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 4.15% | -0.87% | -0.53% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.56% | -0.05% | -0.90% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 3.33% | — | +0.62% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.67% | -0.36% | -1.03% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.77% | -0.16% | -2.58% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.58% | -0.11% | -0.45% | |
| 15 | SYK | Stryker CORP | 股票-医疗保健 | 1.43% | -0.05% | -1.22% | |
| 16 | NFLX | Netflix INC | 股票-通信服务 | 1.32% | +0.10% | -2.86% | |
| 17 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 1.29% | +0.13% | +14.79% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.23% | -0.04% | -64.34% | |
| 19 | AAAU | Goldman Sachs Physical Gold | ETF-避险与商品 | 1.22% | +0.13% | +0.05% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.11% | -0.10% | +0.25% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.99% | +0.10% | +5.21% | |
| 22 | CRM | Salesforce INC | 股票-科技 | 0.93% | -0.19% | +0.76% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.91% | — | -0.15% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.82% | +0.14% | +1.11% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.76% | — | +4.24% | |
| 26 | MRVL | Marvell Technology INC | 股票-科技 | 0.73% | +0.06% | +1.43% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.72% | — | +1.36% | |
| 28 | C | Citigroup INC | 股票-金融 | 0.70% | -0.01% | -0.34% | |
| 29 | ADBE | Adobe INC | 股票-科技 | 0.63% | -0.12% | +0.08% | |
| 30 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.58% | — | +9.49% | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.58% | +0.05% | -0.03% | |
| 32 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.48% | — | +7.18% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.48% | -0.06% | -0.53% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.46% | -0.04% | -1.72% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.45% | +0.11% | +5.75% | |
| 36 | RTX | Rtx CORP | 股票-工业 | 0.42% | +0.05% | -0.37% | |
| 37 | HON | Honeywell International INC | 股票-工业 | 0.41% | +0.05% | +3.96% | |
| 38 | TXN | Texas Instruments INC | 股票-科技 | 0.36% | +0.03% | -0.05% | |
| 39 | EBAY | Ebay INC | 股票-周期性消费 | 0.34% | — | -0.13% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.33% | — | +0.42% | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.32% | -0.06% | -0.87% | |
| 42 | PYPL | Paypal Holdings INC | 股票-金融 | 0.30% | -0.04% | +2.62% | |
| 43 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.30% | — | -0.39% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.29% | +0.09% | +5.11% | |
| 45 | WMT | Walmart INC | 股票-非周期性消费 | 0.29% | +0.06% | +4.73% | |
| 46 | NOC | Northrop Grumman CORP | 股票-工业 | 0.28% | +0.07% | +2.94% | |
| 47 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.24% | -0.02% | +2.65% | |
| 48 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.23% | — | -11.64% | |
| 49 | MDT | Medtronic plc | 股票-医疗保健 | 0.23% | — | +2.50% | |
| 50 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.23% | — | +13.80% |