CIK: 0002055492
申报总市值
US$9.2亿
仅显示前 200 大持股（共 239 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 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 4.80% | -1.89% | -5.43% | |
| 2 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 4.58% | — | -7.81% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.32% | — | +3627.22% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 4.19% | — | — | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 3.96% | +2.96% | +7869.64% | |
| 6 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 3.11% | — | +237.71% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.79% | -0.21% | -16.57% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.32% | -0.08% | +39.02% | |
| 9 | FSMD | Fidelity Small-mid Multifact | ETF-其他 | 2.31% | — | -7.64% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.15% | — | +6.36% | |
| 11 | IHDG | Wisdomtree International Hed | ETF-其他 | 2.07% | — | +3.92% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.88% | — | +0.31% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.84% | -0.04% | -13.57% | |
| 14 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.80% | -1.29% | +3321.48% | |
| 15 | DFSD | Dimensional Short Duration | ETF-其他 | 1.80% | — | +5.81% | |
| 16 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 1.64% | — | +18.80% | |
| 17 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.57% | — | +0.89% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.55% | -0.25% | -52.98% | |
| 19 | TSLA | Tesla INC | 股票-周期性消费 | 1.39% | — | -21.02% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 1.38% | — | -7.19% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.25% | — | +7.27% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.23% | +0.15% | +4.95% | |
| 23 | VST | Vistra CORP | 股票-公用事业 | 1.23% | — | -22.04% | |
| 24 | GMAR | Ft Vest US Equity Moderate B | ETF-其他 | 1.22% | — | -0.25% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 1.19% | — | -23.19% | |
| 26 | AXP | American Express Co | 股票-金融 | 1.15% | — | -0.96% | |
| 27 | LHX | L3harris Technologies INC | 股票-工业 | 1.13% | +0.40% | +8.77% | |
| 28 | HON | Honeywell International INC | 股票-工业 | 1.02% | — | +9.79% | |
| 29 | MU | Micron Technology INC | 股票-科技 | 0.97% | — | +4.94% | |
| 30 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.94% | — | -5.65% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.85% | — | +142.22% | |
| 32 | DFIC | Dimensional International Co | ETF-其他 | 0.83% | — | +2.63% | |
| 33 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.73% | +0.31% | -28.77% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | — | -8.32% | |
| 35 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股与成长 | 0.68% | — | -2.01% | |
| 36 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.67% | — | +2.30% | |
| 37 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 0.63% | — | — | |
| 38 | BLK | Blackrock INC | 股票-金融 | 0.62% | — | +503.72% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.60% | — | -69.50% | |
| 40 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.58% | — | -4.03% | |
| 41 | PM | Philip Morris International | 股票-非周期性消费 | 0.57% | — | -20.40% | |
| 42 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.53% | — | — | |
| 43 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.51% | — | -88.52% | |
| 44 | GNOV | Ft Vest US Equity Moderate B | ETF-其他 | 0.48% | — | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.46% | — | -9.34% | |
| 46 | DUK | Duke Energy CORP | 股票-公用事业 | 0.43% | — | -14.98% | |
| 47 | DFAW | Dimensional World Eqty ETF | ETF-其他 | 0.42% | — | +9.16% | |
| 48 | MPLX | Mplx LP | 股票-能源 | 0.41% | — | -2.68% | |
| 49 | HD | Home Depot INC | 股票-周期性消费 | 0.40% | — | -6.62% | |
| 50 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.40% | +0.36% | -9.12% |