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 | XLK | Ss Technology Select Sector | ETF-科技型 | 14.58% | -0.68% | +104.39% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 12.02% | +2.21% | +9.56% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 6.54% | -0.86% | -2.64% | |
| 4 | XLF | Ss Financial Select Sector | ETF-其他 | 5.88% | -0.62% | +4.65% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.35% | +0.07% | +4.13% | |
| 6 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 4.83% | -0.49% | +2.63% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-其他 | 4.81% | -0.56% | +2.35% | |
| 8 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 4.47% | -0.18% | +3.81% | |
| 9 | VIS | Vanguard Industrials ETF | ETF-其他 | 3.48% | -0.31% | +2.25% | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 3.33% | -0.13% | -7.05% | |
| 11 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 2.18% | -0.01% | +3.97% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.99% | +0.10% | -0.26% | |
| 13 | SUB | Ishares Short-term National | ETF-其他 | 1.83% | +0.07% | -4.82% | |
| 14 | VDE | Vanguard Energy ETF | ETF-其他 | 1.82% | -0.30% | +6.99% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.78% | -0.09% | -12.33% | |
| 16 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.75% | -0.19% | -10.72% | |
| 17 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.52% | -0.20% | -2.95% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.50% | -0.05% | +33.96% | |
| 19 | BND | Vanguard Total Bond Market | ETF-其他 | 1.46% | -0.06% | +22.69% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.38% | -0.05% | -2.78% | |
| 21 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.21% | -0.05% | -2.54% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.12% | -0.21% | +1.65% | |
| 23 | KR | Kroger Co | 股票-非周期性消费 | 0.98% | +0.17% | — | |
| 24 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-其他 | 0.97% | -0.01% | -10.74% | |
| 25 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.96% | -0.10% | +3.31% | |
| 26 | BITB | Bitwise Bitcoin ETF | ETF-加密货币 | 0.86% | -0.08% | +7.91% | |
| 27 | VAW | Vanguard Materials ETF | ETF-其他 | 0.84% | -0.13% | +2.67% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.81% | — | +0.49% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.68% | -0.04% | -7.88% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.61% | -0.02% | — | |
| 31 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.53% | +0.13% | +2.86% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.52% | +0.07% | — | |
| 33 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.49% | — | -18.01% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.48% | +0.03% | -5.75% | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.48% | +0.02% | +0.02% | |
| 36 | MSTR | Strategy INC | 股票-科技 | 0.48% | -0.09% | +3.39% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.42% | — | +4.01% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.41% | +1.00% | +0.37% | |
| 39 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.37% | -0.02% | +19.26% | |
| 40 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.33% | -0.01% | -18.88% | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.32% | -0.06% | +0.21% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.28% | -0.03% | — | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.27% | +0.04% | +0.16% | |
| 44 | CNC | Centene CORP | 股票-医疗保健 | 0.25% | -0.05% | — | |
| 45 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.25% | — | — | |
| 46 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.24% | -0.07% | +0.85% | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.23% | -0.02% | — | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.22% | +0.02% | -2.11% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.22% | +0.03% | +0.84% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.21% | -0.02% | +4.15% |