CIK: 0002055492
申报总市值
US$9.2亿
仅显示前 200 大持股（共 342 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 | 4.22% | -1.89% | +23.03% | |
| 2 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 3.26% | — | +3.31% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.12% | — | +4.70% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 3.01% | — | +2.55% | |
| 5 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 2.70% | — | +22.23% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.55% | -0.25% | +101.86% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.14% | — | +3.06% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.99% | -0.21% | +19.13% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.94% | -0.08% | +17.15% | |
| 10 | FSMD | Fidelity Small-mid Multifact | ETF-其他 | 1.60% | — | +2.94% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.58% | — | +5.11% | |
| 12 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.48% | -1.29% | +0.83% | |
| 13 | IHDG | Wisdomtree International Hed | ETF-其他 | 1.45% | — | +2.46% | |
| 14 | MU | Micron Technology INC | 股票-科技 | 1.42% | — | +5.59% | |
| 15 | TSLA | Tesla INC | 股票-周期性消费 | 1.35% | — | +13.77% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.34% | -0.04% | +7.17% | |
| 17 | DFSD | Dimensional Short Duration | ETF-其他 | 1.22% | — | +3.96% | |
| 18 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 1.16% | — | +10.00% | |
| 19 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.11% | -0.76% | +423.56% | |
| 20 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 1.11% | — | +7.43% | |
| 21 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 1.02% | — | +583.87% | |
| 22 | CSCO | Cisco Systems INC | 股票-科技 | 1.02% | — | +3.85% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 0.99% | — | +9.94% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | +0.15% | +7.15% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.92% | — | +1.11% | |
| 26 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.88% | -0.62% | +414.19% | |
| 27 | AXP | American Express Co | 股票-金融 | 0.85% | — | +1.27% | |
| 28 | LHX | L3harris Technologies INC | 股票-工业 | 0.85% | +0.40% | +1.32% | |
| 29 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.78% | -0.53% | +385.54% | |
| 30 | GMAR | Ft Vest US Equity Moderate B | ETF-其他 | 0.78% | — | -0.19% | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.74% | +2.96% | — | |
| 32 | SCHI | Schwab 5-10 Year Corporate B | ETF-投资级公司债 | 0.70% | — | — | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.70% | — | +120.00% | |
| 34 | BUFP | Pgim Laddered S&p 500 Buffer | ETF-大型股与成长 | 0.68% | — | +607.54% | |
| 35 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 0.68% | — | +13.09% | |
| 36 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.68% | — | +582.29% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.66% | — | +42.81% | |
| 38 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.66% | — | +225.91% | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.65% | — | +285.83% | |
| 40 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.65% | — | +1.80% | |
| 41 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.65% | +0.31% | +45.86% | |
| 42 | VST | Vistra CORP | 股票-公用事业 | 0.64% | — | +2.58% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.64% | -0.46% | +492.75% | |
| 44 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.64% | -0.45% | +436.38% | |
| 45 | DFIC | Dimensional International Co | ETF-其他 | 0.62% | — | +3.61% | |
| 46 | CSX | Csx CORP | 股票-工业 | 0.60% | — | — | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.58% | — | +22.27% | |
| 48 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.53% | -0.53% | EXIT | |
| 49 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股与成长 | 0.52% | — | +422.26% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | — | +126.73% |