CIK: 0001800328
申报总市值
US$13.5亿
仅显示前 200 大持股（共 277 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 | 6.61% | +0.15% | -1.77% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 5.46% | +0.16% | +10.89% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.73% | -2.13% | -21.78% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 4.38% | +0.04% | -10.06% | |
| 5 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 4.21% | +0.13% | +82.90% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 3.73% | +1.47% | -2.34% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.70% | -0.19% | -32.44% | |
| 8 | VONE | Vanguard Russell 1000 | ETF-其他 | 3.10% | — | -2.63% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.81% | +0.05% | -21.35% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.65% | -0.14% | +66.39% | |
| 11 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 2.51% | +0.33% | +11.10% | |
| 12 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 2.10% | -0.16% | -6.12% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.10% | +0.53% | +31.82% | |
| 14 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 2.09% | — | +106.55% | |
| 15 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 2.06% | +0.06% | -5.00% | |
| 16 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-其他 | 1.90% | -0.18% | -6.69% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.65% | +0.02% | -32.17% | |
| 18 | XLSR | Ss US Sector Rotation | ETF-其他 | 1.50% | +0.09% | +9.39% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.50% | -0.07% | -1.14% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.44% | — | +19.61% | |
| 21 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 1.38% | +0.74% | -11.12% | |
| 22 | AAPL | Apple INC | 股票-科技 | 1.31% | — | -10.21% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.26% | — | -3.25% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.21% | -0.15% | +43.53% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 1.13% | — | -1.24% | |
| 26 | MBB | Ishares Mbs ETF | ETF-其他 | 1.12% | — | -4.92% | |
| 27 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 1.07% | — | — | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.04% | -0.08% | -3.55% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.97% | -0.11% | -1.05% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.93% | +0.05% | +5.21% | |
| 31 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.90% | — | +41.91% | |
| 32 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.87% | — | -1.87% | |
| 33 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.87% | +0.85% | +5039.63% | |
| 34 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.84% | — | -3.11% | |
| 35 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-其他 | 0.81% | -0.18% | +55.33% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.74% | -0.32% | -70.30% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.72% | -0.60% | +103.27% | |
| 38 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.70% | +0.04% | +7.79% | |
| 39 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-其他 | 0.58% | +0.05% | +6.85% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.56% | +0.04% | +0.02% | |
| 41 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.54% | — | -1.96% | |
| 42 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.51% | +0.05% | +9.19% | |
| 43 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.50% | +0.44% | -14.45% | |
| 44 | GWX | State Street Spdr S&p Intern | ETF-其他 | 0.47% | — | +1.33% | |
| 45 | FISR | Ss Fi Sector Rotation | ETF-其他 | 0.47% | +0.39% | -63.55% | |
| 46 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.47% | -0.34% | +71.95% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.44% | +0.12% | +6.08% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.43% | +0.10% | -1.12% | |
| 49 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.42% | — | -1.03% | |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.42% | -0.42% | EXIT |