CIK: 0001948904
申报总市值
US$4.2亿
仅显示前 200 大持股（共 913 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 | 20.78% | -3.95% | +16.35% | |
| 2 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 9.35% | -7.63% | +6.91% | |
| 3 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 6.11% | -0.34% | -7.11% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 5.40% | +0.18% | +29.42% | |
| 5 | BND | Vanguard Total Bond Market | ETF-其他 | 4.79% | -7.07% | +31.89% | |
| 6 | FTHI | Fthi/first Trust Exchange-tr | ETF-其他 | 4.38% | — | +14.30% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 4.11% | +1.04% | +16.61% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.58% | +0.45% | +17.00% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.31% | -0.12% | +32.55% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.97% | -0.24% | +48.32% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.83% | +0.05% | +10.74% | |
| 12 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 1.76% | — | +15.63% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.63% | -0.24% | +2.67% | |
| 14 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 1.46% | — | -14.58% | |
| 15 | PFE | Pfizer INC | 股票-医疗保健 | 1.28% | +0.13% | -1.15% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.27% | +0.34% | -64.85% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.12% | — | +16.99% | |
| 18 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 1.11% | -0.89% | — | |
| 19 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 1.06% | +0.13% | +16.02% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.06% | — | +5.15% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.90% | — | +41.03% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.69% | — | +64.82% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.67% | — | +22.67% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.66% | -0.15% | +10.23% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.65% | — | +47.49% | |
| 26 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.65% | — | +8.00% | |
| 27 | FTGC | First Trust Global Tactical | ETF-其他 | 0.64% | +1.65% | +58.54% | |
| 28 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.64% | — | +3.29% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | — | -2.87% | |
| 30 | FYC | First Trust Small Cap Growth | ETF-中小型股 | 0.50% | — | +93.54% | |
| 31 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.38% | -0.08% | +5.16% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.38% | — | +45.49% | |
| 33 | TSLA | Tesla INC | 股票-周期性消费 | 0.34% | — | +15.17% | |
| 34 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.33% | — | — | |
| 35 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.28% | +0.07% | -0.60% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.24% | — | -76.73% | |
| 37 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 0.24% | -0.11% | — | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.24% | — | +12.99% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.24% | — | +104.08% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.22% | — | +3.44% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.21% | +0.43% | +107.69% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.21% | — | -9.49% | |
| 43 | ADBE | Adobe INC | 股票-科技 | 0.21% | — | +21.83% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.20% | — | +89.42% | |
| 45 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.20% | — | +8.54% | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.20% | — | +59.81% | |
| 47 | NFLX | Netflix INC | 股票-通信服务 | 0.19% | — | +59.86% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.19% | — | +10.43% | |
| 49 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.17% | — | +2.13% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.17% | — | +0.74% |