CIK: 0001950323
申报总市值
US$5.0亿
仅显示前 200 大持股（共 1270 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 13.06% | +1.23% | +6.66% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 12.84% | -0.83% | +6.37% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.63% | -0.22% | -4.04% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.12% | +0.19% | +8.38% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 6.35% | +0.38% | -47.37% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 5.66% | +0.06% | +1.26% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.71% | -0.02% | +27.78% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.54% | -0.09% | +4.93% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.24% | +0.04% | +15.82% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.94% | -0.24% | +14.81% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.55% | -0.15% | +0.36% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.87% | -0.06% | -23.47% | |
| 13 | TSLA | Tesla INC | 股票-周期性消费 | 1.67% | -0.06% | +10.54% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.34% | -0.04% | +2.35% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.23% | +0.32% | +101.30% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.17% | +0.20% | +0.09% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.13% | +0.04% | +2.16% | |
| 18 | OKE | Oneok INC | 股票-能源 | 1.10% | — | +8.30% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.76% | +0.03% | +0.15% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.72% | — | +13.33% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | +0.16% | -0.23% | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 0.70% | +0.64% | +1.65% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.64% | — | +4.23% | |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 0.62% | -0.08% | +0.23% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.57% | +0.08% | +5.46% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.54% | — | -11.48% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.48% | +0.11% | +8.04% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.37% | -0.06% | +197.81% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.28% | — | -18.65% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.27% | — | -0.15% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.27% | — | -50.00% | |
| 32 | AFL | Aflac INC | 股票-金融 | 0.26% | — | -0.35% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.25% | -0.01% | -3.95% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.25% | — | +1.29% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.23% | -0.09% | +0.45% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.23% | — | -4.98% | |
| 37 | SO | Southern Co/the | 股票-公用事业 | 0.22% | — | -2.01% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.21% | +0.01% | +9.68% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.17% | — | -3.62% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.17% | +0.04% | +334.79% | |
| 41 | BND | Vanguard Total Bond Market | ETF-其他 | 0.16% | — | -3.34% | |
| 42 | JBHT | Hunt (jb) Transprt Svcs INC | 股票-工业 | 0.14% | +0.03% | +0.10% | |
| 43 | NSC | Norfolk Southern CORP | 股票-工业 | 0.14% | — | -15.06% | |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.14% | — | — | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.13% | +0.02% | +20.27% | |
| 46 | MSTR | Strategy INC | 股票-科技 | 0.13% | — | +30.95% | |
| 47 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.12% | — | +0.12% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.12% | — | +26.27% | |
| 49 | NFLX | Netflix INC | 股票-通信服务 | 0.12% | -0.04% | -2.09% | |
| 50 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.12% | — | -9.93% |