CIK: 0001846994
申报总市值
US$1.7亿
| # | 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 | JPIE | Jpmorgan Income ETF | ETF-其他 | 13.87% | +0.42% | +1.32% | |
| 2 | AVDE | Avantis International Equity | ETF-其他 | 7.66% | +1.85% | +9.63% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 6.81% | -0.69% | +1.03% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 6.78% | -1.31% | -0.52% | |
| 5 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 6.68% | -0.62% | +0.11% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 5.93% | -0.81% | +0.85% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 5.91% | -0.64% | -0.56% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-其他 | 5.73% | — | -1.19% | |
| 9 | AAPL | Apple INC | 股票-科技 | 5.53% | -0.64% | -0.63% | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 3.70% | +1.66% | +1.82% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 3.32% | -1.06% | -2.79% | |
| 12 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 2.39% | -0.73% | +7.03% | |
| 13 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 2.00% | -0.87% | -0.96% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.00% | — | -2.04% | |
| 15 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 1.88% | — | -1.33% | |
| 16 | GIS | General Mills INC | 股票-非周期性消费 | 1.78% | -0.13% | +39.67% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.77% | -0.71% | +0.02% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.66% | -1.62% | EXIT | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.51% | -0.16% | +0.31% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.23% | -0.10% | — | |
| 21 | DNOV | Ft Vest US Equity Deep Buffe | ETF-其他 | 1.18% | +0.73% | -2.80% | |
| 22 | TSLA | Tesla INC | 股票-周期性消费 | 1.13% | — | -22.14% | |
| 23 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.10% | -0.34% | +0.72% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.97% | -0.32% | -0.30% | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.93% | -0.20% | — | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.88% | -0.11% | +0.69% | |
| 27 | UBER | Uber Technologies INC | 股票-工业 | 0.53% | +0.03% | +10.53% | |
| 28 | AFL | Aflac INC | 股票-金融 | 0.50% | -0.01% | — | |
| 29 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.42% | -0.05% | -0.01% | |
| 30 | HNST | Honest Co Inc/the | 股票-其他 | 0.36% | +0.04% | -2.42% | |
| 31 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-其他 | 0.35% | -0.05% | +53.88% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.32% | -0.06% | -4.08% | |
| 33 | FFEB | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.31% | -0.01% | — | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | — | -9.14% | |
| 35 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.24% | +0.11% | +41.97% | |
| 36 | ECL | Ecolab INC | 股票-原材料 | 0.23% | -0.01% | +21.08% | |
| 37 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-其他 | 0.22% | -0.05% | +3.13% | |
| 38 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.21% | — | -0.36% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.19% | -0.02% | -16.72% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.19% | -0.02% | — | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.18% | — | — | |
| 42 | WELL | Welltower INC | 股票-房地产 | 0.17% | — | — | |
| 43 | ARKW | Ark Next Generation Internet | ETF-其他 | 0.17% | — | -10.67% | |
| 44 | XSEP | Ft Vest U.s. Equity Enhance | ETF-其他 | 0.16% | — | — | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.16% | -0.09% | — | |
| 46 | XDEC | Ft Vest US Equity Enhance & | ETF-其他 | 0.15% | — | -18.02% | |
| 47 | DJUN | Ft Vest US Equity Deep Buffe | ETF-其他 | 0.15% | -0.01% | — | |
| 48 | MMM | 3m Co | 股票-工业 | 0.15% | -0.02% | — |