CIK: 0001767340
申报总市值
US$4.8亿
仅显示前 200 大持股（共 682 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 | FISR | Ss Fi Sector Rotation | ETF-其他 | 5.54% | -0.68% | +7.02% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.21% | +0.90% | +21.26% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 5.14% | +0.33% | +1.00% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.01% | +0.01% | -2.39% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 4.75% | -1.21% | +44.54% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 4.26% | -0.21% | +12.14% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 4.20% | -0.07% | -2.19% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 3.57% | +0.21% | +16.28% | |
| 9 | XLSR | Ss US Sector Rotation | ETF-其他 | 3.17% | -0.07% | +4.23% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.87% | -0.08% | +3.80% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.34% | -0.02% | +2.68% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.79% | +0.01% | +2.16% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.72% | -0.93% | -56.08% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.45% | +0.14% | +1.62% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.32% | — | +3.30% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.28% | -0.27% | EXIT | |
| 17 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 1.25% | — | +1.38% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.24% | +0.09% | +5.09% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.18% | +0.03% | -13.47% | |
| 20 | EBND | State Street Spdr Bloomberg | ETF-其他 | 1.17% | — | -0.51% | |
| 21 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 1.15% | — | +3.63% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.13% | — | -5.17% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.13% | — | +2.73% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.10% | +0.12% | +3.00% | |
| 25 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.98% | +0.90% | -49.73% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | — | +5.44% | |
| 27 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.91% | — | +41.43% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.87% | +0.07% | +44.02% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.81% | +0.34% | +1.17% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | +0.15% | +6.53% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.74% | — | +0.67% | |
| 32 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.73% | — | +3.40% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事业 | 0.68% | — | -1.66% | |
| 34 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-其他 | 0.68% | — | +0.08% | |
| 35 | GWX | State Street Spdr S&p Intern | ETF-其他 | 0.68% | — | +0.51% | |
| 36 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.65% | +0.09% | +2.29% | |
| 37 | CTAS | Cintas CORP | 股票-工业 | 0.61% | — | +298.47% | |
| 38 | UPS | United Parcel Service-cl B | 股票-工业 | 0.59% | — | -0.73% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.57% | — | +2.76% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.54% | -0.14% | +10.26% | |
| 41 | DFSD | Dimensional Short Duration | ETF-其他 | 0.49% | +0.13% | +142.86% | |
| 42 | DELL | Dell Technologies -c | 股票-科技 | 0.46% | — | +3.46% | |
| 43 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.46% | — | +6.67% | |
| 44 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.42% | — | +6.14% | |
| 45 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.41% | +0.48% | -58.19% | |
| 46 | AVGO | Broadcom INC | 股票-科技 | 0.41% | +0.09% | +925.73% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.40% | — | +1.03% | |
| 48 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.39% | — | +7.37% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.39% | — | +7.46% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.39% | — | +1.47% |