CIK: 0001978879
申报总市值
US$32.6亿
仅显示前 200 大持股（共 1203 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 | 3.75% | -0.05% | +21.22% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.80% | — | +3.12% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.23% | -0.09% | +0.31% | |
| 4 | INTF | Ishares International Equity | ETF-其他 | 2.22% | — | +2.29% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.20% | -0.05% | +10.28% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.01% | -0.20% | -1.43% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.96% | -0.11% | +14.67% | |
| 8 | HOOD | Robinhood Markets INC - A | 股票-金融 | 1.96% | -0.94% | +40.00% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.82% | — | +0.12% | |
| 10 | COIN | Coinbase Global INC -class A | 股票-金融 | 1.79% | -0.47% | -7.64% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.75% | -0.43% | +9.22% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 1.66% | -0.14% | +15.39% | |
| 13 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 1.62% | -0.04% | -0.48% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.58% | -0.14% | +30.90% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.55% | -1.03% | +5.19% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.42% | — | +16.85% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.40% | -0.19% | -4.21% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.31% | -0.08% | -3.36% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 1.28% | — | +140.01% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.17% | -0.07% | +2.35% | |
| 21 | NFLT | Virtus Newfleet Multi-sector | ETF-其他 | 1.12% | -0.09% | +5.10% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.10% | -0.48% | +84.38% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 1.09% | — | -5.36% | |
| 24 | FIG | Figma Inc-cl A | 股票-其他 | 1.00% | -0.43% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | — | -0.41% | |
| 26 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.90% | -0.13% | +91.21% | |
| 27 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.83% | — | +44.16% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.80% | — | +0.94% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.79% | — | +2.25% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.78% | — | +10.26% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.78% | — | -1.02% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | -0.07% | +12.30% | |
| 33 | VTV | Vanguard Value ETF | ETF-其他 | 0.72% | +0.20% | -5.49% | |
| 34 | TSLA | Tesla INC | 股票-周期性消费 | 0.67% | -0.18% | +21.77% | |
| 35 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.57% | -0.10% | +5.24% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.55% | +0.14% | +1.71% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.54% | -0.06% | +10.18% | |
| 38 | IFRA | Ishares US Infrastructure | ETF-其他 | 0.52% | — | +9.57% | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.51% | — | +3.81% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.51% | — | -12.27% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.51% | — | +3.06% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.50% | — | +1.26% | |
| 43 | THLV | Thor Equal Wl Vl Etf-usd INC | ETF-其他 | 0.47% | — | +6.03% | |
| 44 | CSRE | C&s Real Estate Active ETF | ETF-其他 | 0.45% | +0.17% | — | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.44% | -0.11% | +1.70% | |
| 46 | DMBS | Doubleline Mortgage ETF | ETF-其他 | 0.40% | — | +1467.11% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.39% | — | +11.54% | |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.36% | -0.08% | +0.32% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.36% | — | +12.58% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.36% | -0.24% | +12.92% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | +0.7% | +140.01% | 加仓 |
| 2 | AAPL | Apple INC | +0.6% | +21.22% | 加仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | +10.28% | 加仓 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +84.38% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +16.85% | 加仓 |
| 6 | BINC | Ishares Flex I A Etf-usd INC | +0.4% | +91.21% | 加仓 |
| 7 | DMBS | Doubleline Mortgage ETF | +0.4% | +1467.11% | 加仓 |
| 8 | AMZN | Amazon.com INC | +0.3% | +30.90% | 加仓 |
| 9 | AVEM | Avantis Emerging Markets Eq | +0.2% | +44.16% | 加仓 |
| 10 | ABBV | Abbvie INC | +0.2% | +135.77% | 加仓 |
| 11 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +643.70% | 加仓 |
| 12 | TMO | Thermo Fisher Scientific INC | +0.1% | +146.55% | 加仓 |
| 13 | NEE | Nextera Energy INC | +0.1% | +122.56% | 加仓 |
| 14 | LLY | Eli Lilly & Co | +0.1% | +17.37% | 加仓 |
| 15 | GE | General Electric | +0.1% | +99.51% | 加仓 |
| 16 | INTC | Intel CORP | +0.1% | +258.28% | 加仓 |
| 17 | MRK | Merck & Co. INC. | +0.1% | +60.62% | 加仓 |
| 18 | NVDA | Nvidia CORP | +0.1% | +14.67% | 加仓 |
| 19 | BND | Vanguard Total Bond Market | +0.1% | +15.39% | 加仓 |
| 20 | TSLA | Tesla INC | +0.1% | +21.77% | 加仓 |
| 21 | WMT | Walmart INC | +0.1% | +34.30% | 加仓 |
| 22 | CSCO | Cisco Systems INC | +0.1% | +81.31% | 加仓 |
| 23 | MINT | Pimco Enhanced Short Maturit | +0.1% | +41.74% | 加仓 |
| 24 | JNJ | Johnson & Johnson | 0% | +12.58% | 加仓 |
| 25 | JPM | Jpmorgan Chase & Co | 0% | +12.30% | 加仓 |
| 26 | HOOD | Robinhood Markets INC - A | — | +40.00% | 加仓 |
| 27 | VOO | Vanguard S&p 500 ETF | 0% | +5.19% | 加仓 |
| 28 | INTF | Ishares International Equity | -0.1% | +2.29% | 加仓 |
| 29 | MMM | 3m Co | -0.1% | -68.04% | 减仓 |
| 30 | BSJQ | Invesco Bulletshares 2026 Hy | -0.1% | -92.48% | 减仓 |
| 31 | RBLX | Roblox CORP -class A | -0.1% | -1.36% | 减仓 |
| 32 | IVV | Ishares Core S&p 500 ETF | -0.1% | +3.12% | 加仓 |
| 33 | VEA | Vanguard Ftse Developed ETF | -0.1% | +0.31% | 加仓 |
| 34 | MO | Altria Group INC | -0.1% | -69.72% | 减仓 |
| 35 | T | At&t INC | -0.1% | -44.68% | 减仓 |
| 36 | NFLX | Netflix INC | -0.2% | +730.61% | 加仓 |
| 37 | FTLS | First Trust Long/short Eqty | -0.3% | -88.55% | 减仓 |
| 38 | HYDB | Ishares High Yield Systemati | -0.3% | -92.30% | 减仓 |
| 39 | MBB | Ishares Mbs ETF | -0.3% | -83.68% | 减仓 |
| 40 | META | Meta Platforms Inc-class A | -0.4% | -4.21% | 减仓 |
| 41 | SCHH | Schwab US Reit ETF | -0.4% | -95.78% | 减仓 |
| 42 | OKLO | Oklo INC | -0.9% | -83.23% | 减仓 |
| 43 | COIN | Coinbase Global INC -class A | -1.4% | -7.64% | 减仓 |
| 44 | FIG | Figma Inc-cl A | — | NEW | 新建仓 |
| 45 | CSRE | C&s Real Estate Active ETF | — | NEW | 新建仓 |
| 46 | HGER | Harbor Commodity All Weather | — | NEW | 新建仓 |
| 47 | CRWV | Coreweave Inc-cl A | — | NEW | 新建仓 |
| 48 | BPRE | Bluerock Private Real Estate | — | NEW | 新建仓 |
| 49 | PCMM | Bblx Private Credit Clo ETF | — | NEW | 新建仓 |
| 50 | DJP | Ipath Bloomberg Commodity In | — | NEW | 新建仓 |