CIK: 0001978879
申报总市值
US$32.6亿
仅显示前 200 大持股（共 275 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 | AAPL | Apple INC | 股票-科技 | 10.58% | -0.05% | +8.85% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | -0.43% | +13.37% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.80% | — | -18.02% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.93% | -0.07% | +0.73% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.82% | — | +5.08% | |
| 6 | BA | Boeing Co/the | 股票-工业 | 1.48% | — | -1.95% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.37% | — | +207.74% | |
| 8 | ZS | Zscaler INC | 股票-科技 | 1.27% | — | +0.47% | |
| 9 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.11% | +0.16% | +1.92% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.09% | -0.19% | +63.82% | |
| 11 | CAT | Caterpillar INC | 股票-工业 | 1.08% | — | +4.60% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.07% | — | +21.21% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.07% | +0.10% | +2.41% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.03% | — | -26.55% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 0.97% | — | +5.63% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.92% | — | +35.59% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 0.90% | — | +3.83% | |
| 18 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.89% | — | +5.96% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.84% | -0.48% | +19.09% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.82% | — | +4.03% | |
| 21 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-其他 | 0.81% | — | — | |
| 22 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.77% | — | +275.19% | |
| 23 | THLV | Thor Equal Wl Vl Etf-usd INC | ETF-其他 | 0.75% | — | — | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.74% | -0.14% | +37.78% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.73% | — | +4.48% | |
| 26 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.71% | — | +58.06% | |
| 27 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-其他 | 0.67% | — | -49.09% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.65% | +0.12% | +21.49% | |
| 29 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.64% | — | -15.96% | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.64% | — | -12.58% | |
| 31 | PSQUSD | Proshares Short Qqq | ETF-其他 | 0.63% | — | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | +1.80% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.62% | — | — | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.62% | — | +0.69% | |
| 35 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.61% | -0.10% | -44.79% | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.61% | -0.18% | +4.68% | |
| 37 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.60% | — | -5.84% | |
| 38 | ✓ | 股票-其他 | 0.60% | — | — | ||
| 39 | MPT | Medical Properties Trust INC | 股票-房地产 | 0.59% | — | -1.97% | |
| 40 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 0.58% | — | -0.54% | |
| 41 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.58% | — | -26.39% | |
| 42 | ATVIEUR | Activision Blizzard INC | 股票-通信服务 | 0.58% | — | -46.06% | |
| 43 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.56% | — | +0.61% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.55% | — | +286.91% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.54% | — | +0.88% | |
| 46 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 0.53% | — | -1.63% | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.53% | — | +14.25% | |
| 48 | UNGUSD | US Natural Gas Fund LP | ETF-其他 | 0.52% | — | +290.22% | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.50% | — | +8.82% | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.49% | — | +125.63% |