CIK: 0001948904
申报总市值
US$4.2亿
仅显示前 200 大持股（共 727 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 20.58% | -3.95% | +161.85% | |
| 2 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 16.14% | -0.34% | -28.62% | |
| 3 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 7.43% | — | -65.89% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.36% | +1.04% | -14.35% | |
| 5 | FTHI | Fthi/first Trust Exchange-tr | ETF-其他 | 4.87% | — | +327.40% | |
| 6 | AAPL | Apple INC | 股票-科技 | 4.24% | +0.45% | -2.45% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.92% | +0.34% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.76% | -0.12% | -25.38% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.51% | -0.24% | -17.05% | |
| 10 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 2.05% | — | +65.92% | |
| 11 | FEP | First Trust Europe | ETF-其他 | 1.79% | +0.91% | -80.79% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.65% | — | -17.86% | |
| 13 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 1.52% | — | -76.83% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.44% | — | -21.37% | |
| 15 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 1.41% | +0.13% | — | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.29% | +0.05% | -7.84% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.15% | -0.24% | -14.52% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.92% | — | -5.27% | |
| 19 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.89% | — | -83.24% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | — | -22.75% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.72% | — | -17.71% | |
| 22 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.67% | — | -80.19% | |
| 23 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.48% | +0.18% | -92.29% | |
| 24 | FYC | First Trust Small Cap Growth | ETF-中小型股 | 0.48% | — | -68.92% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.46% | — | +12.36% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.44% | — | — | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.40% | — | -0.88% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.36% | — | +4.59% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.35% | — | -9.29% | |
| 30 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 0.35% | -0.11% | +1.49% | |
| 31 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.32% | — | -92.51% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.30% | — | -88.23% | |
| 33 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.29% | -0.08% | -6.19% | |
| 34 | FPEI | First Trust Institutional Pr | ETF-其他 | 0.27% | — | -59.87% | |
| 35 | TSLA | Tesla INC | 股票-周期性消费 | 0.25% | — | +19.27% | |
| 36 | PGF | Invesco Financial Preferred | ETF-其他 | 0.25% | — | -69.09% | |
| 37 | KWEB | Kranesh Csi China Internet | ETF-新兴市场 | 0.25% | — | -89.90% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.21% | — | +0.64% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.21% | — | -22.99% | |
| 40 | ADSK | Autodesk INC | 股票-科技 | 0.20% | — | +0.99% | |
| 41 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.20% | — | -49.92% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.19% | — | — | |
| 43 | ADBE | Adobe INC | 股票-科技 | 0.19% | — | +0.87% | |
| 44 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.18% | — | -92.07% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.17% | — | -10.05% | |
| 46 | HON | Honeywell International INC | 股票-工业 | 0.16% | — | -62.35% | |
| 47 | QCOM | Qualcomm INC | 股票-科技 | 0.16% | — | — | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.16% | — | -15.57% | |
| 49 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.14% | — | +7.01% | |
| 50 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.14% | — | +1.52% |