CIK: 0001846532
申报总市值
US$10.4亿
仅显示前 200 大持股（共 1658 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 | CGDV | Cap Group Dividend Value | ETF-其他 | 4.16% | — | +0.77% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.79% | -0.02% | +5.11% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 2.99% | +0.08% | +7.22% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.56% | +0.01% | +1.56% | |
| 5 | CGCB | Cap Group Core Bond | ETF-其他 | 2.25% | +0.06% | +380.58% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.14% | — | +1.62% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.09% | -0.62% | -1.25% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 2.08% | +0.09% | +103406.07% | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.96% | +0.04% | +1.28% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.88% | -0.17% | +2.56% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.69% | -0.17% | -6.13% | |
| 12 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 1.56% | — | +1.70% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.27% | — | +4.83% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.23% | — | -1.18% | |
| 15 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.20% | -0.19% | -0.43% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.08% | — | +0.32% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.07% | — | -2.75% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.01% | — | +3.21% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.96% | — | +7.70% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | +0.09% | +3.19% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.93% | — | +800.00% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.89% | — | +4.34% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.88% | — | +22.74% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.79% | — | -1.21% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.73% | — | +5.96% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.73% | +3.31% | +3.23% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.71% | — | +4.71% | |
| 28 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 0.71% | — | +0.72% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.71% | — | +10.62% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | — | +16.10% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | -0.13% | -1.91% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.60% | +0.06% | +13.28% | |
| 33 | HIG | Hartford Insurance Group INC | 股票-金融 | 0.60% | — | +0.43% | |
| 34 | PGR | Progressive CORP | 股票-金融 | 0.59% | — | +3.04% | |
| 35 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.58% | — | +5.70% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | — | -3.20% | |
| 37 | VTV | Vanguard Value ETF | ETF-其他 | 0.53% | — | +5.94% | |
| 38 | CGUS | Cap Group Core Equity | ETF-其他 | 0.52% | — | -2.92% | |
| 39 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.51% | — | -2.25% | |
| 40 | FANG | Diamondback Energy INC | 股票-能源 | 0.50% | — | +3.78% | |
| 41 | HUM | Humana INC | 股票-医疗保健 | 0.50% | — | +2.60% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.50% | — | +1.70% | |
| 43 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.49% | — | +5.47% | |
| 44 | EG | Everest Group, Ltd. | 股票-金融 | 0.49% | — | +4.56% | |
| 45 | INCY | Incyte CORP | 股票-医疗保健 | 0.48% | -0.73% | EXIT | |
| 46 | MOH | Molina Healthcare INC | 股票-医疗保健 | 0.47% | — | +9.32% | |
| 47 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.47% | — | +4.82% | |
| 48 | CF | Cf Industries Holdings INC | 股票-原材料 | 0.46% | — | +5.18% | |
| 49 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.46% | — | -8.13% | |
| 50 | LNG | Cheniere Energy INC | 股票-能源 | 0.45% | +0.07% | +17.68% |