CIK: 0001883134
申报总市值
US$5.7亿
仅显示前 200 大持股（共 354 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 31.65% | -0.78% | +5.91% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 13.37% | -1.18% | -10.39% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 9.99% | +0.38% | +186.67% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.72% | -0.36% | +19.36% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 6.60% | -1.18% | -6.85% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-其他 | 5.34% | +0.21% | +108.83% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.29% | -1.15% | +22.59% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.60% | +0.09% | +6.70% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.14% | — | +48.15% | |
| 10 | SNX | TD Synnex CORP | 股票-科技 | 1.12% | — | — | |
| 11 | XLF | Ss Financial Select Sector | ETF-其他 | 1.00% | -0.20% | +23.13% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.72% | +0.13% | -1.47% | |
| 13 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 0.72% | -0.11% | -25.69% | |
| 14 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.68% | — | -5.38% | |
| 15 | AAXJ | Ishares Msci All Country Asi | ETF-其他 | 0.57% | +0.97% | +24.88% | |
| 16 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.57% | — | +18.54% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.55% | — | +6.56% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | +0.25% | — | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.53% | +0.27% | +42.31% | |
| 20 | PFFD | Global X US Preferred ETF | ETF-其他 | 0.51% | — | -64.00% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.51% | -0.11% | +28.77% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.49% | — | +34.28% | |
| 23 | KWEB | Kranesh Csi China Internet | ETF-新兴市场 | 0.47% | +0.26% | +63.62% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.47% | +0.58% | +39.57% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.44% | — | -71.60% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.43% | — | +4.98% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.43% | — | -12.97% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.42% | — | -37.76% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.38% | +0.27% | +6.53% | |
| 30 | TSLA | Tesla INC | 股票-周期性消费 | 0.35% | — | -2.91% | |
| 31 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.33% | — | -81.66% | |
| 32 | PREF | Pri Spe Pre Sec Acti-usd INC | ETF-其他 | 0.32% | — | -89.39% | |
| 33 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.32% | — | -27.37% | |
| 34 | CEMB | Ishares Jp Morgan Em Corpora | ETF-其他 | 0.31% | — | +557.80% | |
| 35 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.30% | — | -16.04% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.28% | +1.36% | +24.32% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.27% | — | — | |
| 38 | ARKK | Ark Innovation ETF | ETF-其他 | 0.27% | — | +44.59% | |
| 39 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.27% | — | -22.89% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.25% | — | +79.51% | |
| 41 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.20% | — | -22.87% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.19% | — | -83.50% | |
| 43 | DBEU | Xtrackers Msci Europe Hedged | ETF-其他 | 0.18% | — | — | |
| 44 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.17% | — | +0.09% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.16% | -0.67% | +0.37% | |
| 46 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.15% | — | +1.20% | |
| 47 | CRM | Salesforce INC | 股票-科技 | 0.15% | — | +196.74% | |
| 48 | 0LS | Burgerfi International INC | 股票-其他 | 0.14% | — | +5200.00% | |
| 49 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.14% | — | -55.05% | |
| 50 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.13% | — | — |