CIK: 0002054111
申报总市值
US$5.5亿
仅显示前 200 大持股（共 204 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 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 8.06% | -0.45% | -4.04% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.19% | -0.47% | +2.94% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.02% | -0.35% | -3.18% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 3.94% | — | +1.04% | |
| 5 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股与成长 | 3.43% | +0.47% | +3.41% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.79% | -0.61% | +37.73% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.39% | +0.18% | -5.58% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.36% | -0.70% | +34.27% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.35% | — | +1.05% | |
| 10 | CMF | Ishares California Muni Bond | ETF-其他 | 2.21% | -0.09% | -1.51% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.86% | — | -2.91% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.86% | — | -6.61% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.85% | +0.18% | -7.04% | |
| 14 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.77% | -0.04% | -3.94% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.75% | -0.39% | +52.81% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.70% | +2.18% | -3.94% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.48% | -0.65% | +51.74% | |
| 18 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 1.43% | +0.16% | -7.48% | |
| 19 | GTO | Invesco Total Return Bond Et | ETF-其他 | 1.32% | +0.16% | +11.67% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.25% | — | -8.26% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.23% | — | +0.29% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.19% | +0.17% | -6.04% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.19% | -0.46% | +56.32% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | -0.21% | +26.83% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.14% | +0.64% | +2.77% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.14% | +0.19% | +9.41% | |
| 27 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.11% | -0.53% | -9.42% | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 1.03% | — | -7.10% | |
| 29 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-其他 | 0.99% | +0.24% | -5.25% | |
| 30 | ALL | Allstate CORP | 股票-金融 | 0.87% | -0.16% | +28.97% | |
| 31 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.84% | — | -1.59% | |
| 32 | TSLA | Tesla INC | 股票-周期性消费 | 0.81% | -0.23% | +19.94% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.80% | — | +4.91% | |
| 34 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.80% | +0.11% | +10.77% | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.79% | +0.12% | -7.55% | |
| 36 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.70% | — | -8.95% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.67% | — | -9.66% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.66% | +0.14% | -13.92% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.61% | -0.19% | +61.29% | |
| 40 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.61% | — | -3.64% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.60% | — | -1.08% | |
| 42 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-其他 | 0.58% | — | +5.30% | |
| 43 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.55% | — | +52.31% | |
| 44 | MS | Morgan Stanley | 股票-金融 | 0.53% | -0.29% | +83.03% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.52% | -0.11% | +50.11% | |
| 46 | GU9 | Guess? INC | 股票-其他 | 0.50% | -0.46% | EXIT | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.46% | — | -11.93% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.45% | — | -13.82% | |
| 49 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.45% | -0.07% | -25.50% | |
| 50 | AVGO | Broadcom INC | 股票-科技 | 0.45% | -0.14% | +76.15% |