CIK: 0002055297
申报总市值
US$894.1万
仅显示前 200 大持股（共 709 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 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 9.73% | -9.66% | +3292.10% | |
| 2 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 9.15% | -8.69% | +409.33% | |
| 3 | CTA | Simplify Managed Futures St | ETF-其他 | 9.01% | -9.01% | EXIT | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 6.24% | -6.19% | +18767.35% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 5.77% | -5.77% | EXIT | |
| 6 | JPRE | Jpmorgan Realty Income ETF | ETF-其他 | 5.76% | -5.76% | EXIT | |
| 7 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 5.58% | -5.58% | EXIT | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 3.61% | -3.61% | EXIT | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.94% | +0.17% | +197.20% | |
| 10 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 2.36% | -2.32% | +1405.12% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.16% | -2.03% | — | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.41% | +0.17% | -6.10% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.35% | +1.82% | -1.66% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.25% | -0.52% | -70.39% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | +0.37% | +3.98% | |
| 16 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.04% | -1.04% | EXIT | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.94% | -0.74% | -70.11% | |
| 18 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.84% | -0.84% | EXIT | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.76% | -0.76% | EXIT | |
| 20 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.61% | +0.03% | +0.54% | |
| 21 | SPGI | S&p Global INC | 股票-金融 | 0.59% | -0.16% | -0.18% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | -0.48% | -2.91% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | -0.03% | -6.18% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 0.48% | -0.48% | EXIT | |
| 25 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.48% | +0.56% | -58.55% | |
| 26 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.45% | -0.45% | EXIT | |
| 27 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 0.44% | -0.44% | EXIT | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.43% | +0.62% | -7.33% | |
| 29 | OKE | Oneok INC | 股票-能源 | 0.41% | -0.05% | +0.13% | |
| 30 | TSLA | Tesla INC | 股票-周期性消费 | 0.39% | +0.35% | -9.13% | |
| 31 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.39% | -0.39% | EXIT | |
| 32 | CACI | Caci International INC -cl A | 股票-科技 | 0.37% | -0.37% | EXIT | |
| 33 | CSGP | Costar Group INC | 股票-房地产 | 0.33% | -0.27% | +0.22% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.33% | +0.28% | -79.27% | |
| 35 | CRH | CRH plc | 股票-原材料 | 0.33% | -0.33% | EXIT | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.32% | — | +1.51% | |
| 37 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.32% | -0.13% | -42.30% | |
| 38 | SHOP | Shopify INC - Class A | 股票-科技 | 0.32% | -0.28% | -0.56% | |
| 39 | INTU | Intuit INC | 股票-科技 | 0.31% | -0.31% | EXIT | |
| 40 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.30% | -0.28% | -18.01% | |
| 41 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.30% | -0.30% | EXIT | |
| 42 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.30% | -0.11% | -75.24% | |
| 43 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.29% | -0.29% | EXIT | |
| 44 | BRO | Brown & Brown INC | 股票-金融 | 0.29% | -0.29% | EXIT | |
| 45 | MRVL | Marvell Technology INC | 股票-科技 | 0.29% | -0.29% | EXIT | |
| 46 | APO | Apollo Global Management INC | 股票-金融 | 0.28% | -0.28% | EXIT | |
| 47 | COHR | Coherent CORP | 股票-科技 | 0.28% | -0.28% | EXIT | |
| 48 | ARKW | Ark Next Generation Internet | ETF-其他 | 0.28% | — | -48.05% | |
| 49 | ZTS | Zoetis INC | 股票-医疗保健 | 0.27% | -0.27% | EXIT | |
| 50 | TMUS | T-mobile US INC | 股票-通信服务 | 0.27% | -0.27% | EXIT |