CIK: 0001932952
申报总市值
US$14.9亿
仅显示前 200 大持股（共 800 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 14.45% | -4.47% | +51.86% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 9.40% | -1.65% | +2.32% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 7.56% | +0.46% | -22.33% | |
| 4 | SCHK | Schwab 1000 Index ETF | ETF-大型股与成长 | 5.46% | -0.39% | +3.76% | |
| 5 | VHT | Vanguard Health Care ETF | ETF-其他 | 5.11% | -0.29% | +0.57% | |
| 6 | XLF | Ss Financial Select Sector | ETF-其他 | 4.13% | -1.95% | +2.14% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-其他 | 4.12% | — | +3.29% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.78% | +7.55% | +3.67% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 3.64% | -0.40% | +1.36% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.88% | -0.05% | +0.66% | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 2.87% | -2.15% | +0.88% | |
| 12 | VOX | Vanguard Communication Servi | ETF-其他 | 2.86% | -0.23% | +1.96% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 2.38% | -0.06% | +0.14% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.37% | — | +4.79% | |
| 15 | AAPL | Apple INC | 股票-科技 | 2.14% | -0.17% | -1.51% | |
| 16 | UPS | United Parcel Service-cl B | 股票-工业 | 1.63% | -0.05% | -0.12% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.62% | -0.09% | +1.77% | |
| 18 | XLE | Ss Energy Select Sector | ETF-其他 | 1.61% | +0.21% | +0.62% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.20% | — | -0.30% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.09% | -2.90% | — | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.06% | — | +37346.56% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.98% | -0.23% | -1.64% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.93% | — | +0.08% | |
| 24 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.78% | — | +2.15% | |
| 25 | XLB | Ss Materials Select Sector | ETF-其他 | 0.77% | — | +1.12% | |
| 26 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.76% | — | +1.65% | |
| 27 | CPRT | Copart INC | 股票-工业 | 0.72% | -0.07% | -1.97% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | -0.05% | +1.22% | |
| 29 | DE | Deere & Co | 股票-工业 | 0.45% | +0.05% | -0.42% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.45% | -0.06% | +1.11% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.32% | — | +0.01% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.32% | -0.18% | -1.62% | |
| 33 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.29% | — | +0.70% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.28% | — | +2.19% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.28% | — | — | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.23% | +0.06% | +0.84% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.20% | — | -0.79% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.20% | — | +0.19% | |
| 39 | WM | Waste Management INC | 股票-工业 | 0.16% | — | -0.11% | |
| 40 | VZ | Verizon Communications INC | 股票-通信服务 | 0.15% | — | +23.45% | |
| 41 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.15% | — | -0.22% | |
| 42 | ABBV | Abbvie INC | 股票-医疗保健 | 0.15% | — | -6.40% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.14% | — | -5.51% | |
| 44 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.14% | -0.05% | +5.68% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.13% | -0.04% | +0.77% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.12% | — | — | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.12% | — | -2.17% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.12% | — | +7.03% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.11% | — | +3.75% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.11% | — | -8.92% |