CIK: 0001978879
申报总市值
US$32.6亿
仅显示前 200 大持股（共 348 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 | 7.80% | -0.05% | +14.14% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.43% | — | +73.34% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | -0.43% | +5.57% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.64% | — | +67.21% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.52% | -0.19% | +81.25% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.44% | -0.07% | +2.06% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.25% | — | -0.29% | |
| 8 | BA | Boeing Co/the | 股票-工业 | 1.11% | — | +12.68% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.09% | -0.11% | +316.43% | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.09% | — | +39.10% | |
| 11 | THLV | Thor Equal Wl Vl Etf-usd INC | ETF-其他 | 1.01% | — | +90.57% | |
| 12 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 1.00% | — | — | |
| 13 | ZS | Zscaler INC | 股票-科技 | 0.99% | — | — | |
| 14 | CAT | Caterpillar INC | 股票-工业 | 0.98% | — | +10.72% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.92% | — | +21.61% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 0.92% | — | +270.05% | |
| 17 | ADBE | Adobe INC | 股票-科技 | 0.92% | — | +308.00% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 0.91% | -0.09% | +526.89% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.90% | -0.48% | +50.53% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.88% | — | +160.34% | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 0.85% | — | +874.76% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.84% | +0.10% | -0.01% | |
| 23 | LIN | Linde plc | 股票-原材料 | 0.80% | — | +749.47% | |
| 24 | GE | General Electric | 股票-工业 | 0.80% | — | — | |
| 25 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.80% | — | — | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.80% | -0.14% | +51.50% | |
| 27 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.79% | +0.16% | +9.01% | |
| 28 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.78% | — | +73.26% | |
| 29 | PSQUSD | Proshares Short Qqq | ETF-其他 | 0.77% | — | +61.89% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.75% | — | +81.43% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.75% | — | +863.76% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.74% | — | +689.10% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.74% | — | -1.30% | |
| 34 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.69% | — | +69.30% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | — | +3.54% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.65% | — | +25.63% | |
| 37 | MBB | Ishares Mbs ETF | ETF-其他 | 0.64% | — | +93.03% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.63% | — | -7.81% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.62% | — | +165.17% | |
| 40 | COMT | Ishares Gsci Commodity Dynam | ETF-避险与商品 | 0.61% | — | +78.87% | |
| 41 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.58% | — | +11.87% | |
| 42 | TSLA | Tesla INC | 股票-周期性消费 | 0.58% | -0.18% | +34.97% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.58% | — | +158.16% | |
| 44 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-其他 | 0.57% | — | — | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.57% | — | +1.07% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.57% | — | -15.14% | |
| 47 | XLE | Ss Energy Select Sector | ETF-其他 | 0.55% | — | +50.08% | |
| 48 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-其他 | 0.54% | — | +11.66% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.54% | — | +103.62% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.52% | — | +113.03% |