CIK: 0001900584
申报总市值
US$13.6亿
仅显示前 200 大持股（共 201 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 | IOO | Ishares Global 100 ETF | ETF-其他 | 11.19% | -0.06% | -3.27% | |
| 2 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 7.32% | -0.04% | +3.80% | |
| 3 | RECS | Columbia Resear Enh Cor ETF | ETF-其他 | 5.25% | -0.09% | +1.36% | |
| 4 | TMFC | Motley Fool 100 Index ETF | ETF-大型股与成长 | 5.24% | -0.10% | -3.16% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.67% | +0.47% | +1.48% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-其他 | 3.61% | -0.04% | +34.88% | |
| 7 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 3.57% | +0.02% | +1.88% | |
| 8 | GSST | Goldman Sachs Ultra Short Bo | ETF-避险与商品 | 3.26% | -0.14% | +8.02% | |
| 9 | HTAB | Hartford Schroders Tax Aware | ETF-其他 | 3.25% | — | +10.71% | |
| 10 | USTB | Victoryshares Short-term Bon | ETF-其他 | 3.18% | -0.16% | +7.86% | |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 2.91% | -0.07% | -0.88% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.87% | +0.24% | -13.92% | |
| 13 | OSEA | Harbor Intl Compounders ETF | ETF-其他 | 2.56% | — | +0.99% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 2.54% | -0.03% | +3.46% | |
| 15 | CB | Chubb Limited | 股票-金融 | 2.24% | — | +26.01% | |
| 16 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 2.13% | +0.09% | +0.88% | |
| 17 | CPSL | Calm Lad S&p 500 Str A P ETF | ETF-大型股与成长 | 2.05% | — | +3869.78% | |
| 18 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 1.80% | -0.11% | +29.41% | |
| 19 | BX | Blackstone INC | 股票-金融 | 1.79% | — | +0.84% | |
| 20 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.66% | +0.02% | -0.49% | |
| 21 | BXSL | Blackstone Secured Lending F | 股票-金融 | 1.51% | -0.13% | +3.25% | |
| 22 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.27% | -0.01% | +51.09% | |
| 23 | AAPL | Apple INC | 股票-科技 | 1.20% | +0.02% | +6.01% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.14% | -0.03% | -7.23% | |
| 25 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 1.08% | +0.15% | -10.19% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.07% | — | -0.07% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.81% | — | +5.84% | |
| 28 | IDMO | Invesco S&p International De | ETF-其他 | 0.69% | +0.10% | +7.06% | |
| 29 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 0.69% | -0.23% | — | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.68% | — | -3.68% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.66% | +0.19% | +2.13% | |
| 32 | JPEM | JPM Diversified Ret Em Equit | ETF-其他 | 0.65% | — | -1.33% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.54% | — | +2.81% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.52% | — | +0.08% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.52% | — | +1.62% | |
| 36 | ICOW | Pacer Developed Markets Inte | ETF-其他 | 0.52% | — | -12.04% | |
| 37 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.42% | -0.11% | -8.98% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.41% | — | +40.20% | |
| 39 | CPSM | Calamos Sp500 Str Alt Promay | ETF-其他 | 0.39% | — | -62.65% | |
| 40 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.39% | -0.07% | -8.68% | |
| 41 | VRSK | Verisk Analytics INC | 股票-工业 | 0.38% | — | +46.77% | |
| 42 | XTWO | Bondbloxx Bbg 2y US Tsy ETF | ETF-其他 | 0.37% | — | -9.57% | |
| 43 | AMG | Affiliated Managers Group | 股票-金融 | 0.36% | +0.09% | +13.96% | |
| 44 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.35% | +0.04% | +21.19% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.34% | — | — | |
| 46 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.32% | — | -0.46% | |
| 47 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股与成长 | 0.32% | — | — | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.31% | +0.04% | +15.80% | |
| 49 | AVGO | Broadcom INC | 股票-科技 | 0.27% | +0.02% | -2.52% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.26% | — | -13.37% |