CIK: 0001997685
申报总市值
US$11.8亿
仅显示前 200 大持股（共 844 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 | AQEC | Aqe Core ETF | ETF-其他 | 48.19% | -1.55% | +2.69% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 15.95% | +0.39% | +179172.06% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.97% | +0.16% | +5.24% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.48% | +0.65% | +1.03% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.86% | -0.81% | +4.37% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.60% | +0.69% | +119.21% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.51% | +0.15% | -20.85% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.92% | -0.17% | +0.80% | |
| 9 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-其他 | 0.78% | +0.04% | -3.34% | |
| 10 | SFBS | Servisfirst Bancshares INC | 股票-金融 | 0.73% | -0.67% | +3295.97% | |
| 11 | AAPL | Apple INC | 股票-科技 | 0.51% | +0.11% | +9.34% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.36% | +0.09% | — | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.35% | +0.15% | +23.39% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.34% | — | -62.55% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.31% | +0.03% | — | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 0.29% | +0.04% | +20.79% | |
| 17 | DGP | Db Gold Double Long Etn | ETF-避险与商品 | 0.29% | -0.09% | — | |
| 18 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.29% | -0.08% | — | |
| 19 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.26% | -0.05% | -3.19% | |
| 20 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 0.25% | -0.06% | -9.52% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.22% | +0.02% | -14.15% | |
| 22 | TSLA | Tesla INC | 股票-周期性消费 | 0.21% | +0.02% | +4.87% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.20% | +0.07% | +13.05% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.17% | -0.04% | -2.61% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.16% | — | -0.80% | |
| 26 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.15% | +0.03% | -0.42% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.15% | — | — | |
| 28 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.15% | — | -4.10% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.15% | — | — | |
| 30 | TLTD | Flexshares Morningstar Devel | ETF-其他 | 0.14% | — | — | |
| 31 | AVGO | Broadcom INC | 股票-科技 | 0.14% | +0.02% | +18.96% | |
| 32 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.14% | +0.02% | +16.09% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.14% | +0.03% | -6.66% | |
| 34 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.13% | — | -0.01% | |
| 35 | MTB | M & T Bank CORP | 股票-金融 | 0.12% | — | +0.12% | |
| 36 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.12% | -0.04% | +12.08% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.12% | +0.02% | -1.38% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.11% | +0.02% | +10.22% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.10% | — | — | |
| 40 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.09% | -0.05% | -96.33% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.09% | +0.02% | +24.32% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.09% | — | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.08% | +0.02% | +465.42% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.07% | — | -16.88% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.07% | — | +13.59% | |
| 46 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.06% | — | — | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.06% | — | — | |
| 48 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.06% | — | — | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.06% | — | +9.56% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.06% | — | +22.69% |