CIK: 0002052279
申报总市值
US$7.7亿
仅显示前 200 大持股（共 673 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 12.83% | +0.77% | +1.71% | |
| 2 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 5.56% | -0.37% | +3.15% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.46% | +0.15% | +1.69% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.29% | -0.15% | -0.70% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 4.29% | +0.48% | +3.48% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 3.75% | -0.27% | +5.08% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 3.41% | +0.03% | -6.15% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.83% | -0.23% | +2.93% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.82% | -0.02% | -3.81% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.62% | +0.05% | -2.05% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.30% | +0.04% | +0.71% | |
| 12 | EUSA | Ishares Msci USA Equal Weigh | ETF-其他 | 2.15% | -0.01% | -4.12% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.58% | — | +2.63% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.56% | — | -1.53% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.34% | +0.06% | -0.86% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.27% | -0.01% | +1.41% | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.16% | +0.31% | -1.52% | |
| 18 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 1.14% | — | +18.11% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.01% | +0.10% | -3.10% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.95% | +0.03% | -0.09% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.90% | +0.02% | -0.61% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.88% | +0.13% | +0.68% | |
| 23 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.79% | -0.12% | -0.84% | |
| 24 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.78% | — | +4.55% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.78% | +0.11% | -0.48% | |
| 26 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.74% | — | +8.53% | |
| 27 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.68% | +0.15% | +14.14% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | -0.01% | -0.89% | |
| 29 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.67% | +0.01% | +12.43% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.66% | +0.02% | -1.61% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.62% | +0.06% | -0.63% | |
| 32 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.62% | — | +46.00% | |
| 33 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-其他 | 0.62% | — | -0.17% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.60% | +0.05% | -1.23% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.52% | +0.01% | -1.42% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | — | -1.90% | |
| 37 | GLW | Corning INC | 股票-科技 | 0.43% | +0.29% | — | |
| 38 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.42% | — | -1.58% | |
| 39 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.42% | -0.11% | -1.86% | |
| 40 | ICE | Intercontinental Exchange In | 股票-金融 | 0.39% | -0.12% | -2.32% | |
| 41 | VOX | Vanguard Communication Servi | ETF-其他 | 0.36% | — | -1.88% | |
| 42 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.36% | — | +2.74% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.34% | -0.10% | -1.37% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.33% | — | -3.96% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.33% | -0.08% | -2.66% | |
| 46 | PFFD | Global X US Preferred ETF | ETF-其他 | 0.32% | — | -0.75% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.32% | — | -1.44% | |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.32% | — | -5.80% | |
| 49 | ACIC | American Coastal Insurance C | 股票-其他 | 0.31% | — | — | |
| 50 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.31% | — | -4.02% |