CIK: 0001952781
申报总市值
US$4.7亿
仅显示前 200 大持股（共 346 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.30% | +0.04% | -2.27% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.56% | +0.66% | +2.81% | |
| 3 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 3.26% | +0.65% | +18.10% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.04% | +0.02% | -0.38% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.03% | — | +1.00% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.00% | +0.13% | -8.63% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.93% | -0.38% | +2.17% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.61% | — | +3.03% | |
| 9 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 2.13% | -0.08% | +10.21% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.91% | — | +3.74% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.81% | -0.02% | +4.64% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.75% | — | -6.58% | |
| 13 | GSY | Invesco Ultra Short Duration | ETF-其他 | 1.74% | — | -7.17% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.52% | -0.03% | +6.66% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.26% | -0.06% | +1.90% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.04% | +0.20% | -42.45% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.03% | +0.29% | +7.12% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.02% | -0.02% | +2.64% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.94% | — | +6.41% | |
| 20 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.87% | — | -1.87% | |
| 21 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.87% | -0.05% | -1.80% | |
| 22 | TSLA | Tesla INC | 股票-周期性消费 | 0.85% | -0.14% | -12.09% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 0.85% | -0.09% | -3.58% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.82% | — | -1.92% | |
| 25 | MORT | Vaneck Mortgage Reit Income | ETF-其他 | 0.80% | — | +8.79% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.79% | -0.15% | +1.30% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | +0.34% | +2.92% | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.77% | — | +33.08% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | -0.07% | +1.66% | |
| 30 | REM | Ishares Mortgage Real Estate | ETF-其他 | 0.67% | — | +388.95% | |
| 31 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 0.65% | +0.16% | +2.71% | |
| 32 | NUTX | Nutex Health INC | 股票-其他 | 0.64% | -0.28% | — | |
| 33 | WMT | Walmart INC | 股票-非周期性消费 | 0.60% | — | -1.35% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | -0.03% | +1.92% | |
| 35 | GSID | Goldman Sachs Marketbeta Int | ETF-避险与商品 | 0.58% | +0.16% | +2.21% | |
| 36 | ACP | Abrdn Income Credit Strat | 股票-其他 | 0.57% | — | +9.88% | |
| 37 | PDI | Pimco Dynamic Income Fund | 股票-金融 | 0.57% | — | +10.70% | |
| 38 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.55% | — | -1.75% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.51% | — | -4.86% | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.50% | -0.09% | +1.89% | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.50% | +0.14% | -2.26% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.49% | +0.13% | -10.50% | |
| 43 | BGX | Blackstone Long-short Credit | 股票-其他 | 0.48% | — | +10.87% | |
| 44 | DFSE | Dimensional Em Sus Core1 ETF | ETF-其他 | 0.48% | +0.14% | +2.04% | |
| 45 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.48% | — | +0.61% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.47% | — | +12.42% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.47% | -0.08% | -0.42% | |
| 48 | NFLX | Netflix INC | 股票-通信服务 | 0.47% | — | +4.78% | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.46% | — | +13.08% | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.45% | — | -0.49% |