CIK: 0001820879
申报总市值
US$3.1亿
仅显示前 200 大持股（共 229 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 | 12.92% | +11.50% | -53.35% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 5.18% | -1.26% | +234.49% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.24% | — | -51.91% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.62% | — | -20.73% | |
| 5 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.37% | — | -76.25% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.28% | +0.77% | -41.84% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.94% | -0.19% | EXIT | |
| 8 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 1.83% | -0.37% | — | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.67% | — | — | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.64% | — | -71.09% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.55% | -0.35% | -22.88% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.39% | — | -12.74% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.34% | -0.23% | -74.11% | |
| 14 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.15% | — | -64.83% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.12% | -0.13% | +91.07% | |
| 16 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.99% | — | — | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.94% | — | +794.46% | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.92% | — | -27.70% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.89% | -0.16% | -84.02% | |
| 20 | XLE | Ss Energy Select Sector | ETF-其他 | 0.88% | +0.16% | -85.62% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.88% | — | -51.67% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.79% | — | -90.32% | |
| 23 | SRE | Sempra | 股票-公用事业 | 0.75% | — | — | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.72% | — | -69.53% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.71% | — | +188.01% | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.69% | — | +579.12% | |
| 27 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.66% | -0.17% | -18.24% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.66% | -0.18% | -74.43% | |
| 29 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 0.65% | — | -69.49% | |
| 30 | XLF | Ss Financial Select Sector | ETF-其他 | 0.64% | -0.27% | -85.03% | |
| 31 | IGE | Ishares North American Natur | ETF-其他 | 0.64% | — | — | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.64% | +0.19% | -91.19% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.57% | — | -82.06% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.54% | — | -22.04% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | — | -82.80% | |
| 36 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.53% | — | -84.27% | |
| 37 | PTNQ | Pacer Trendpilot 100 ETF | ETF-其他 | 0.53% | -0.14% | +41.39% | |
| 38 | ADBE | Adobe INC | 股票-科技 | 0.52% | — | +104.49% | |
| 39 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 0.51% | — | -4.61% | |
| 40 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.49% | — | — | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.49% | — | +130.33% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.49% | — | -88.58% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.48% | -0.95% | +5.59% | |
| 44 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.48% | — | -65.35% | |
| 45 | HEGD | Swan Hedged Equity US Lg Cap | ETF-其他 | 0.48% | — | -75.39% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.48% | — | -42.37% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.47% | -0.22% | -85.67% | |
| 48 | QCOM | Qualcomm INC | 股票-科技 | 0.45% | — | +14.82% | |
| 49 | TSLA | Tesla INC | 股票-周期性消费 | 0.44% | — | -39.98% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | — | -24.72% |