CIK: 0001762539
申报总市值
US$1.3亿
| # | 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 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 11.63% | +2.21% | — | |
| 2 | XLK | Ss Technology Select Sector | ETF-科技型 | 11.58% | -0.68% | — | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 8.16% | -0.86% | — | |
| 4 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 5.55% | -0.19% | — | |
| 5 | XLF | Ss Financial Select Sector | ETF-其他 | 5.17% | -0.62% | — | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 4.93% | -0.13% | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.92% | +0.07% | — | |
| 8 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 4.91% | -0.49% | — | |
| 9 | XLV | Ss Health Care Select Sector | ETF-其他 | 4.26% | -0.56% | — | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 3.92% | -0.18% | — | |
| 11 | VIS | Vanguard Industrials ETF | ETF-其他 | 3.14% | -0.31% | — | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.46% | +0.10% | — | |
| 13 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 2.30% | -0.01% | — | |
| 14 | AAPL | Apple INC | 股票-科技 | 2.17% | -0.09% | — | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 2.10% | -0.20% | — | |
| 16 | VDE | Vanguard Energy ETF | ETF-其他 | 1.67% | -0.30% | — | |
| 17 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-其他 | 1.66% | -0.01% | — | |
| 18 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.58% | -0.05% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.52% | -0.05% | — | |
| 20 | TSLA | Tesla INC | 股票-周期性消费 | 1.37% | -0.06% | — | |
| 21 | KR | Kroger Co | 股票-非周期性消费 | 1.16% | +0.17% | — | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.11% | -0.05% | — | |
| 23 | MSTR | Strategy INC | 股票-科技 | 1.02% | -0.09% | — | |
| 24 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.93% | -0.10% | — | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.85% | — | — | |
| 26 | VAW | Vanguard Materials ETF | ETF-其他 | 0.80% | -0.13% | — | |
| 27 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.74% | — | — | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.69% | +0.07% | — | |
| 29 | BITB | Bitwise Bitcoin ETF | ETF-加密货币 | 0.60% | -0.08% | — | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.54% | +0.02% | — | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.54% | +0.03% | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.52% | -0.02% | — | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.49% | -0.21% | — | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.47% | — | — | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.46% | -0.04% | — | |
| 36 | CNC | Centene CORP | 股票-医疗保健 | 0.44% | -0.05% | — | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.39% | +1.00% | — | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.33% | +0.02% | — | |
| 39 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-其他 | 0.31% | — | — | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.29% | -0.03% | — | |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.28% | — | — | |
| 42 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.26% | -0.02% | — | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.26% | +0.04% | — | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.22% | +0.03% | — | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.21% | -0.18% | EXIT | |
| 46 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.21% | -0.01% | — | |
| 47 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.21% | -0.19% | EXIT | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.20% | -0.02% | — | |
| 49 | BCD | Abrdn Bloomberg All Commodit | ETF-其他 | 0.20% | — | — | |
| 50 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.18% | — | — |