CIK: 0001913231
申报总市值
US$28.9亿
仅显示前 200 大持股（共 496 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.37% | +0.94% | +4.26% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.23% | -0.54% | +2.65% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.03% | -0.23% | +4.11% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 1.79% | -0.10% | +3.40% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.58% | — | +0.04% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.46% | -0.13% | -6.00% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.37% | — | +47.51% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.28% | -0.09% | -21.66% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.18% | -0.12% | +0.65% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 1.12% | — | +0.30% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.08% | — | +0.66% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.07% | — | +1.48% | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.05% | — | -13.28% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.02% | -0.09% | +12.86% | |
| 15 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.97% | -0.09% | -1.69% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.93% | — | -9.25% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.86% | — | -0.25% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | -0.07% | +2.39% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.82% | -0.19% | +164.32% | |
| 20 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.78% | -0.54% | +138.52% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.78% | -0.13% | -15.53% | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 0.76% | — | +3.30% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.75% | +0.11% | +3.48% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.72% | -0.09% | +577.39% | |
| 25 | ADBE | Adobe INC | 股票-科技 | 0.70% | — | -8.34% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.70% | — | +160.15% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | — | +3.21% | |
| 28 | TMUS | T-mobile US INC | 股票-通信服务 | 0.63% | — | +48.86% | |
| 29 | PGR | Progressive CORP | 股票-金融 | 0.61% | — | +5.94% | |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.60% | — | -4.35% | |
| 31 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.60% | — | +41.08% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.55% | — | +25.58% | |
| 33 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.54% | — | +49.89% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.53% | — | -1.14% | |
| 35 | ANETEUR | Arista Networks INC | 股票-其他 | 0.53% | — | -3.24% | |
| 36 | AME | Ametek INC | 股票-工业 | 0.53% | -0.15% | +30.79% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.53% | +0.15% | +35.17% | |
| 38 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.53% | — | +1605.58% | |
| 39 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.52% | — | +10.54% | |
| 40 | CTAS | Cintas CORP | 股票-工业 | 0.51% | — | -5.33% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.50% | — | -0.15% | |
| 42 | VZ | Verizon Communications INC | 股票-通信服务 | 0.50% | +0.08% | +4.08% | |
| 43 | AVGO | Broadcom INC | 股票-科技 | 0.50% | -0.10% | -10.22% | |
| 44 | MBB | Ishares Mbs ETF | ETF-其他 | 0.49% | — | +46.84% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.48% | -0.18% | +13.35% | |
| 46 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.46% | — | -12.97% | |
| 47 | ZTS | Zoetis INC | 股票-医疗保健 | 0.46% | — | +46.78% | |
| 48 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.46% | — | +7.51% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.45% | — | -7.23% | |
| 50 | CRM | Salesforce INC | 股票-科技 | 0.45% | -0.07% | +80.05% |