CIK: 0001911056
申报总市值
US$31.2亿
仅显示前 200 大持股（共 886 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 | VV | Vanguard Large-cap ETF | ETF-其他 | 7.07% | -5.77% | EXIT | |
| 2 | NOW | Servicenow INC | 股票-科技 | 5.51% | — | -0.16% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.25% | +2.38% | +3.68% | |
| 4 | MCHX | Marchex, Inc. | 股票-其他 | 2.83% | -2.74% | EXIT | |
| 5 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 2.21% | -1.86% | EXIT | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | +0.75% | -3.78% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.92% | — | +21.96% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.64% | -1.32% | EXIT | |
| 9 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 1.47% | -0.87% | EXIT | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.47% | +0.90% | +14.55% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.46% | -0.59% | +4.78% | |
| 12 | VTC | Vanguard Total Corporate Bnd | ETF-投资级公司债 | 1.39% | -1.04% | EXIT | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.35% | — | -1.57% | |
| 14 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.27% | — | +18.03% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.24% | +2.07% | -12.11% | |
| 16 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.24% | -1.01% | EXIT | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.20% | +0.79% | +2.82% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.12% | — | +1.19% | |
| 19 | ITB | Ishares U.s. Home Constructi | ETF-其他 | 1.08% | — | -17.04% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.05% | — | +41.74% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.04% | — | +16.11% | |
| 22 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.98% | -0.92% | EXIT | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.84% | -0.72% | EXIT | |
| 24 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.84% | -0.66% | EXIT | |
| 25 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 0.80% | -0.90% | EXIT | |
| 26 | AVGO | Broadcom INC | 股票-科技 | 0.78% | — | +930.90% | |
| 27 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.78% | — | +35.46% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | — | +5.33% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | — | -6.36% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.71% | +0.19% | +4.22% | |
| 31 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.70% | — | +4.29% | |
| 32 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.70% | — | +0.27% | |
| 33 | PAVE | Global X US Infrastructure | ETF-其他 | 0.68% | — | +1243.28% | |
| 34 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.66% | — | +4.15% | |
| 35 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.58% | -0.53% | EXIT | |
| 36 | PBUS | Invesco Msci USA ETF | ETF-其他 | 0.57% | -1.06% | EXIT | |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.57% | — | +4.70% | |
| 38 | BND | Vanguard Total Bond Market | ETF-其他 | 0.56% | -0.37% | EXIT | |
| 39 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.54% | -0.39% | EXIT | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.54% | — | +2.48% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.51% | -0.71% | EXIT | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.50% | — | +4.19% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | — | +1.18% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.48% | — | +9.74% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.48% | — | +4.58% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.48% | — | +6.51% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.48% | — | -8.96% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.46% | — | +0.34% | |
| 49 | NFLX | Netflix INC | 股票-通信服务 | 0.45% | — | -0.10% | |
| 50 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.44% | — | +0.45% |