CIK: 0001978879
申报总市值
US$32.6亿
仅显示前 200 大持股（共 908 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 | 3.88% | -0.05% | +5.49% | |
| 2 | COIN | Coinbase Global INC -class A | 股票-金融 | 3.62% | -0.47% | +1.30% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.95% | — | +45.43% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.41% | -0.09% | +41.52% | |
| 5 | INTF | Ishares International Equity | ETF-其他 | 2.26% | — | +56.22% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.21% | -0.19% | +1.04% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.16% | — | +26.90% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.89% | -0.20% | +18.83% | |
| 9 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 1.77% | -0.04% | +53.06% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.68% | -0.43% | +3.82% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.44% | -0.11% | -1.62% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.28% | -0.07% | +25.90% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.25% | — | -1.71% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.25% | -0.05% | +17.49% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.23% | -0.08% | +8.69% | |
| 16 | BND | Vanguard Total Bond Market | ETF-其他 | 1.19% | -0.14% | +58.01% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.13% | -0.14% | +33.34% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.08% | -0.48% | +1.33% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.07% | -1.03% | +68.89% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.00% | — | -7.35% | |
| 21 | NFLT | Virtus Newfleet Multi-sector | ETF-其他 | 0.97% | -0.09% | +32.12% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.96% | — | — | |
| 23 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.88% | — | +17.81% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | — | +11.58% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.87% | — | +1.34% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.84% | — | -17.51% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | -0.07% | +5.79% | |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.68% | — | +15.54% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.68% | — | +0.24% | |
| 30 | HOOD | Robinhood Markets INC - A | 股票-金融 | 0.66% | -0.94% | +0.06% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.64% | — | +6.86% | |
| 32 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.63% | -0.10% | +39.03% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.60% | — | -2.91% | |
| 34 | THLV | Thor Equal Wl Vl Etf-usd INC | ETF-其他 | 0.55% | — | +13.92% | |
| 35 | CAT | Caterpillar INC | 股票-工业 | 0.55% | — | -4.28% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | +0.11% | -9.32% | |
| 37 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.51% | — | +21.26% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.48% | -0.06% | +24.77% | |
| 39 | AVGO | Broadcom INC | 股票-科技 | 0.47% | — | +772.02% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | — | +10.69% | |
| 41 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.42% | -0.08% | +46.28% | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.42% | — | +3.21% | |
| 43 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.42% | — | +10.33% | |
| 44 | INDS | Pacer Industrial Real Estate | ETF-其他 | 0.42% | — | +14.43% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | +0.28% | +14.74% | |
| 46 | TSLA | Tesla INC | 股票-周期性消费 | 0.41% | -0.18% | +4.03% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.39% | — | +2.26% | |
| 48 | DYFI | Idx Dynamic Fixed Income ETF | ETF-其他 | 0.38% | — | -33.22% | |
| 49 | RBLX | Roblox CORP -class A | 股票-通信服务 | 0.38% | — | +0.28% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.38% | — | -3.43% |