CIK: 0001951368
申报总市值
US$4.2亿
仅显示前 200 大持股（共 215 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 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 5.76% | -0.29% | +4.73% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.70% | -0.12% | -0.60% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.35% | +0.43% | -1.54% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.91% | — | -7.31% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.72% | -0.14% | +2.05% | |
| 6 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 3.40% | -0.07% | +3.07% | |
| 7 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 3.20% | -0.30% | +72.42% | |
| 8 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 2.50% | — | +10.00% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.42% | — | -37.98% | |
| 10 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 2.19% | — | +1.63% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.17% | — | -2.63% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.14% | — | +1.48% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.03% | +0.46% | -0.34% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 2.00% | — | -1.34% | |
| 15 | NPFI | Nuveen Preferred & Income | ETF-其他 | 1.96% | — | +16.28% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.93% | — | +1.19% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.69% | — | +0.25% | |
| 18 | MGNR | Amer Beac Glg Ntrl Rsrcs ETF | ETF-其他 | 1.37% | — | — | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.29% | -0.09% | +0.71% | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.12% | — | +1.81% | |
| 21 | IHAK | Ishares Cybersecurity & Tech | ETF-科技型 | 1.11% | — | +7.21% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.08% | -0.09% | +6.03% | |
| 23 | DTCR | Global X Data Center & Digit | ETF-其他 | 1.07% | — | +0.98% | |
| 24 | MBB | Ishares Mbs ETF | ETF-其他 | 1.03% | — | -17.92% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.99% | — | +0.75% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.93% | — | +2.73% | |
| 27 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.78% | — | -4.10% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.75% | +0.24% | +1.25% | |
| 29 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.69% | — | +64.16% | |
| 30 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.68% | — | +19.72% | |
| 31 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-其他 | 0.66% | -0.16% | -0.13% | |
| 32 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.65% | — | +2.75% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.64% | — | -7.15% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | — | +1.62% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.59% | -0.20% | -0.25% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | — | -1.19% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.58% | — | +1.26% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.58% | — | -5.52% | |
| 39 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.58% | — | -4.86% | |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.58% | — | +0.25% | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.57% | -0.15% | -1.02% | |
| 42 | PXF | Invesco Rafi Developed Marke | ETF-其他 | 0.54% | -0.13% | +18.73% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | — | -2.53% | |
| 44 | FISV | Fiserv INC | 股票-其他 | 0.54% | — | -5.24% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | -0.07% | -1.47% | |
| 46 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 0.51% | — | +0.49% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.51% | — | -16.09% | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.51% | -0.21% | +2.08% | |
| 49 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.48% | — | +2.93% | |
| 50 | BND | Vanguard Total Bond Market | ETF-其他 | 0.41% | — | -22.50% |