CIK: 0001822587
申报总市值
US$7.5亿
仅显示前 200 大持股（共 1405 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 15.61% | — | -7.82% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 13.06% | — | +5.11% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-其他 | 8.46% | -0.45% | +134.57% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 8.24% | -0.06% | +3.59% | |
| 5 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 6.41% | -0.09% | +2.55% | |
| 6 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 6.01% | -0.02% | +0.30% | |
| 7 | HYDB | Ishares High Yield Systemati | ETF-非投资级债 | 3.60% | -0.21% | +2.16% | |
| 8 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 3.50% | -0.05% | +0.47% | |
| 9 | FTLS | First Trust Long/short Eqty | ETF-其他 | 3.11% | -0.12% | +2.76% | |
| 10 | USTB | Victoryshares Short-term Bon | ETF-其他 | 2.97% | +0.03% | -11.39% | |
| 11 | REZ | Ishars Res And Multi Reales | ETF-其他 | 2.88% | +0.16% | +3.98% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.64% | — | +4.10% | |
| 13 | FEMS | First Trust Emerging Markets | ETF-新兴市场 | 2.63% | — | +5.93% | |
| 14 | FXZ | First Trust Materials Alphad | ETF-其他 | 2.28% | — | +15.20% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.57% | -0.68% | -10.48% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.54% | +0.03% | +42.17% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.54% | -0.92% | -0.82% | |
| 18 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.89% | — | +1.34% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | — | +140.39% | |
| 20 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.62% | — | +1.97% | |
| 21 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.45% | — | -21.20% | |
| 22 | AXP | American Express Co | 股票-金融 | 0.40% | — | +0.21% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.32% | — | +29.19% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.32% | — | +462.08% | |
| 25 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.31% | — | +0.07% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.28% | — | -33.76% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.28% | — | -1.28% | |
| 28 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.27% | — | +0.20% | |
| 29 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.23% | — | +0.67% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.23% | — | -2.63% | |
| 31 | TSLA | Tesla INC | 股票-周期性消费 | 0.22% | — | -3.63% | |
| 32 | MCO | Moody's CORP | 股票-金融 | 0.21% | — | +0.23% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.18% | — | -2.19% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.18% | — | -3.32% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.18% | — | +61.73% | |
| 36 | PSN | Parsons CORP | 股票-科技 | 0.16% | — | — | |
| 37 | SEIX | Virtus Seix Senior Loan ETF | ETF-其他 | 0.15% | — | +0.81% | |
| 38 | XLE | Ss Energy Select Sector | ETF-其他 | 0.15% | — | +0.91% | |
| 39 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.13% | — | -12.09% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工业 | 0.13% | — | +1.14% | |
| 41 | LIN | Linde plc | 股票-原材料 | 0.11% | — | -5.78% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.11% | — | +2.28% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.11% | — | +2.96% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.11% | — | +0.48% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.11% | +0.48% | -9.10% | |
| 46 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.10% | — | +1.76% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.10% | — | +2.58% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.09% | — | +2.23% | |
| 49 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 0.09% | — | -0.18% | |
| 50 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.08% | — | +0.31% |