CIK: 0001911056
申报总市值
US$31.2亿
仅显示前 200 大持股（共 924 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 | 6.83% | -5.77% | EXIT | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.94% | +2.38% | +6.28% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.86% | +4.36% | NEW | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.31% | +0.75% | +1.64% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.21% | +0.90% | -0.59% | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 2.17% | -1.86% | EXIT | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.83% | — | +9.78% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.77% | — | +2.67% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.58% | -1.32% | EXIT | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.45% | -0.59% | +2.41% | |
| 11 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 1.44% | -0.87% | EXIT | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.38% | +0.79% | +6.13% | |
| 13 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.31% | — | -8.66% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.30% | — | -2.26% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.28% | — | +7.55% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.25% | +2.07% | -1.46% | |
| 17 | VTC | Vanguard Total Corporate Bnd | ETF-投资级公司债 | 1.20% | -1.04% | EXIT | |
| 18 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.16% | -1.01% | EXIT | |
| 19 | PPA | Invesco Aerospace & Defense | ETF-其他 | 1.10% | -0.92% | EXIT | |
| 20 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 1.10% | -0.90% | EXIT | |
| 21 | GSY | Invesco Ultra Short Duration | ETF-其他 | 1.01% | — | +2.70% | |
| 22 | PAVE | Global X US Infrastructure | ETF-其他 | 1.00% | — | +16.67% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.99% | — | +1.35% | |
| 24 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-其他 | 0.98% | -0.87% | EXIT | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.98% | — | +10.48% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.91% | +0.19% | +11.18% | |
| 27 | PBUS | Invesco Msci USA ETF | ETF-其他 | 0.90% | -1.06% | EXIT | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | — | +0.86% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.84% | -0.72% | EXIT | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.78% | -0.71% | EXIT | |
| 31 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.74% | — | +4.79% | |
| 32 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.73% | -0.66% | EXIT | |
| 33 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.69% | — | +6.02% | |
| 34 | NFLX | Netflix INC | 股票-通信服务 | 0.65% | — | -4.21% | |
| 35 | TSLA | Tesla INC | 股票-周期性消费 | 0.60% | — | +0.88% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.60% | — | +2.32% | |
| 37 | WMT | Walmart INC | 股票-非周期性消费 | 0.57% | — | +0.36% | |
| 38 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.57% | -0.53% | EXIT | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.57% | — | +45.48% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.50% | — | +1.64% | |
| 41 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型股与成长 | 0.49% | -0.40% | EXIT | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.48% | — | -15.78% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.46% | -0.39% | EXIT | |
| 44 | BND | Vanguard Total Bond Market | ETF-其他 | 0.44% | -0.37% | EXIT | |
| 45 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-其他 | 0.42% | -0.38% | EXIT | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.41% | — | +17.69% | |
| 47 | HD | Home Depot INC | 股票-周期性消费 | 0.40% | — | +6.77% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.40% | — | +7.08% | |
| 49 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.39% | — | +6.91% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | — | +10.70% |