CIK: 0001936953
申报总市值
US$63.9亿
仅显示前 200 大持股（共 505 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 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 4.94% | -0.73% | +1.80% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.32% | — | +1.13% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.29% | — | +0.40% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 2.92% | -0.10% | -0.18% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.82% | -0.06% | +4.82% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.64% | -0.07% | +2.41% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.63% | -0.57% | -1.59% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.34% | +0.01% | +6.59% | |
| 9 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 2.14% | — | -4.16% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.95% | — | +0.47% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.91% | — | +4.09% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.85% | — | +8.17% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.73% | — | +1.37% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.44% | — | -1.32% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.28% | — | +8.11% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.26% | +0.03% | +4.32% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.20% | — | +16.95% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.11% | -0.34% | -4.19% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.11% | — | +47.05% | |
| 20 | SLV | Ishares Silver Trust | ETF-避险与商品 | 1.05% | -0.57% | -4.25% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.98% | — | +5.30% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.95% | +0.08% | +8.14% | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.86% | — | +7.30% | |
| 24 | AVGO | Broadcom INC | 股票-科技 | 0.84% | -0.19% | +9.54% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.84% | — | +4.14% | |
| 26 | TSLA | Tesla INC | 股票-周期性消费 | 0.82% | -0.18% | +33.52% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.77% | — | +6.90% | |
| 28 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.73% | — | +6.02% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.71% | +0.55% | +8.67% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | — | +2.73% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.60% | +0.32% | +1.12% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | +0.05% | +9.95% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | — | +8.31% | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.57% | — | +7146.53% | |
| 35 | PM | Philip Morris International | 股票-非周期性消费 | 0.50% | — | +4.08% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.49% | — | +2.17% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.49% | — | -1.28% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | +0.09% | +6.45% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.47% | — | -4.97% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.47% | — | -3.40% | |
| 41 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股与成长 | 0.47% | — | -4.18% | |
| 42 | MA | Mastercard INC - A | 股票-金融 | 0.47% | — | +7.73% | |
| 43 | ABBV | Abbvie INC | 股票-医疗保健 | 0.45% | — | +11.62% | |
| 44 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.44% | — | +9.73% | |
| 45 | NFLX | Netflix INC | 股票-通信服务 | 0.44% | — | -3.20% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.44% | — | +0.61% | |
| 47 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.42% | — | +5.08% | |
| 48 | CGGO | Cap Group Global Growth | ETF-其他 | 0.41% | — | +18.13% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.39% | +0.17% | +6.43% | |
| 50 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.38% | -0.11% | -5.25% |