CIK: 0001750924
申报总市值
US$5.3亿
仅显示前 200 大持股（共 394 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 3.71% | -1.47% | -2.99% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.33% | — | +18.10% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.31% | -0.28% | +27.78% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.19% | -0.90% | -9.46% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.07% | — | -8.03% | |
| 6 | MBSF | Regan Floating Rate Mbs ETF | ETF-其他 | 2.06% | -0.30% | +0.04% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.90% | — | -1.18% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.28% | +8.55% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.62% | — | +13.58% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.62% | — | -9.23% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.47% | — | +4.26% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.32% | — | -0.75% | |
| 13 | DE | Deere & Co | 股票-工业 | 1.22% | +0.20% | -6.94% | |
| 14 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.20% | — | -4.13% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | — | -1.88% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.12% | — | +3.34% | |
| 17 | PM | Philip Morris International | 股票-非周期性消费 | 1.05% | — | -3.12% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.02% | — | +3.16% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.00% | +0.99% | -38.28% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.95% | — | -2.59% | |
| 21 | TSLA | Tesla INC | 股票-周期性消费 | 0.94% | — | +71.05% | |
| 22 | REM | Ishares Mortgage Real Estate | ETF-其他 | 0.91% | — | +2.51% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.91% | +0.56% | +4.36% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.83% | — | +23.58% | |
| 25 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.82% | — | +63.68% | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.81% | +1.17% | -33.03% | |
| 27 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.81% | — | +90.49% | |
| 28 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.81% | -0.26% | -1.52% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.77% | -0.47% | -16.59% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.71% | — | +21.37% | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.70% | +0.19% | +38.70% | |
| 32 | AGNC | Agnc Investment CORP | 股票-房地产 | 0.69% | -0.34% | +1.04% | |
| 33 | CADE | Cadence Bank | 股票-其他 | 0.69% | -0.75% | EXIT | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.65% | — | +31.14% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | — | -4.25% | |
| 36 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 0.63% | — | -1.67% | |
| 37 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.62% | -0.58% | EXIT | |
| 38 | IREN | Iren LTD F | 股票-其他 | 0.61% | — | -21.62% | |
| 39 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投资级债 | 0.61% | -0.56% | EXIT | |
| 40 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.60% | — | +13.89% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.60% | -0.34% | -24.04% | |
| 42 | LNG | Cheniere Energy INC | 股票-能源 | 0.59% | +0.22% | +1.87% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.58% | — | +33.10% | |
| 44 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.58% | -0.24% | +6.86% | |
| 45 | WMB | Williams Cos INC | 股票-能源 | 0.56% | — | -2.87% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.53% | — | +10.84% | |
| 47 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.53% | -0.49% | EXIT | |
| 48 | DLTR | Dollar Tree INC | 股票-非周期性消费 | 0.53% | — | -2.24% | |
| 49 | CCJ | Cameco CORP | 股票-能源 | 0.51% | — | -10.36% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.51% | — | +2.27% |