CIK: 0001913231
申报总市值
US$28.9亿
仅显示前 200 大持股（共 692 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 | 5.06% | +0.94% | +164.14% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 3.21% | -0.09% | +341.55% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.37% | -0.18% | +585.64% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 2.10% | -0.54% | +206.97% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.03% | -0.23% | +34.24% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.90% | -0.54% | +23.85% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.83% | — | +739.53% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.82% | — | +180.35% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.63% | -0.10% | +36.75% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.60% | — | +86.54% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.41% | -0.11% | +7395.64% | |
| 12 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.28% | — | +259.98% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.26% | -0.12% | +36.22% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.17% | -0.13% | +40.50% | |
| 15 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 1.06% | +0.14% | +32.16% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.03% | — | +2877.64% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.96% | — | +251.73% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.95% | -0.09% | +19.76% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.91% | -0.09% | +44.65% | |
| 20 | MBB | Ishares Mbs ETF | ETF-其他 | 0.89% | — | +136.75% | |
| 21 | SUB | Ishares Short-term National | ETF-其他 | 0.89% | — | +1914.47% | |
| 22 | EMGF | Ishares Emerging Markets Equ | ETF-新兴市场 | 0.87% | -0.58% | +445.54% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.87% | — | +3269.44% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | -0.07% | +18.35% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.75% | — | +73.23% | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.69% | — | +121.62% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.67% | — | +166.43% | |
| 28 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.65% | -0.49% | +783.65% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.65% | — | +68.96% | |
| 30 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.65% | — | +1178.78% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.64% | — | +2396.14% | |
| 32 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.63% | — | +2509.70% | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.63% | — | +7.54% | |
| 34 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.62% | — | +198.61% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.62% | +0.10% | +159.18% | |
| 36 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 0.61% | — | +231.41% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.61% | -0.19% | +39.69% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | +32.22% | |
| 39 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.60% | -0.09% | +21.69% | |
| 40 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.59% | -1.83% | EXIT | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.55% | — | +435.88% | |
| 42 | AVGO | Broadcom INC | 股票-科技 | 0.55% | -0.10% | +49.07% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.55% | +0.11% | +22.88% | |
| 44 | WMT | Walmart INC | 股票-非周期性消费 | 0.53% | — | +10.75% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.53% | -0.13% | +32.98% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.53% | — | +4154.84% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | — | +6.17% | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.52% | — | +5.60% | |
| 49 | PM | Philip Morris International | 股票-非周期性消费 | 0.51% | — | +73.35% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | +0.10% | +66.20% |