CIK: 0001883134
申报总市值
US$5.7亿
仅显示前 200 大持股（共 711 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 | 20.34% | -0.78% | +2.51% | |
| 2 | AAPL | Apple INC | 股票-科技 | 8.72% | -1.15% | +397.68% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 8.43% | +0.38% | +7.67% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 6.64% | -1.18% | -7.40% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.56% | -1.18% | +13.41% | |
| 6 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.95% | +0.82% | +0.97% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.41% | +0.09% | +238.64% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.33% | -0.36% | +6.30% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.57% | +0.13% | +277.46% | |
| 10 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.54% | -0.36% | +88.46% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.43% | +0.58% | +290.75% | |
| 12 | DFAT | Dimensional US Target Value | ETF-其他 | 2.41% | +0.39% | +9.55% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 2.26% | +1.36% | +9828.52% | |
| 14 | BXSL | Blackstone Secured Lending F | 股票-金融 | 1.31% | — | +607.03% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.21% | +0.27% | +322.71% | |
| 16 | XLF | Ss Financial Select Sector | ETF-其他 | 0.84% | -0.20% | +51.26% | |
| 17 | XLE | Ss Energy Select Sector | ETF-其他 | 0.83% | +0.18% | +788.61% | |
| 18 | SMCIUSD | Super Micro Computer INC | 股票-其他 | 0.82% | — | +305700.00% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.71% | +0.21% | -21.35% | |
| 20 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.68% | +0.09% | +605.50% | |
| 21 | TSLA | Tesla INC | 股票-周期性消费 | 0.65% | — | +428.75% | |
| 22 | HYT | Blackrock CORP Hi Yld | 股票-其他 | 0.64% | — | +452.36% | |
| 23 | HPS | John Hancock Prefer INC Iii | 股票-其他 | 0.59% | — | +409.19% | |
| 24 | DSL | Doubleline Income Solutions | 股票-其他 | 0.55% | — | +479.74% | |
| 25 | SNX | TD Synnex CORP | 股票-科技 | 0.55% | — | — | |
| 26 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 0.51% | -0.11% | +10.91% | |
| 27 | ARCC | Ares Capital CORP | 股票-金融 | 0.49% | — | +375.29% | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.47% | -0.11% | -48.07% | |
| 29 | ARGT | Global X Msci Argentina ETF | ETF-其他 | 0.47% | +0.05% | — | |
| 30 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.43% | -0.41% | +11.44% | |
| 31 | AAXJ | Ishares Msci All Country Asi | ETF-其他 | 0.41% | +0.97% | -26.74% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.41% | — | -2.68% | |
| 33 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 0.39% | — | +2733.00% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.39% | — | +80.06% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.36% | +0.27% | +107.71% | |
| 36 | PREF | Pri Spe Pre Sec Acti-usd INC | ETF-其他 | 0.33% | — | +0.05% | |
| 37 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.31% | — | +0.02% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.31% | +0.25% | -28.83% | |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.31% | — | -4.36% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.30% | +0.06% | +11975.68% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.29% | -0.14% | +307.33% | |
| 42 | COIN | Coinbase Global INC -class A | 股票-金融 | 0.28% | — | +1008.48% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.27% | — | +92.67% | |
| 44 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.26% | — | — | |
| 45 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.24% | — | -3.48% | |
| 46 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.22% | — | -15.79% | |
| 47 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.21% | -0.73% | +12.20% | |
| 48 | FAS | Dirx Dly Finacial B3x Etf-ui | ETF-其他 | 0.20% | — | — | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.20% | -0.67% | +1.46% | |
| 50 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.20% | — | +58.31% |