CIK: 0001835252
申报总市值
US$4.4亿
仅显示前 200 大持股（共 271 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 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 12.35% | -11.03% | +3.17% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 8.57% | -1.12% | +27.04% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 7.91% | -0.70% | +2.24% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.36% | -0.40% | +17.00% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.35% | -0.36% | +57.59% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.31% | -3.05% | -43.86% | |
| 7 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 2.77% | -2.62% | +3.16% | |
| 8 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 2.35% | -2.35% | EXIT | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.24% | +0.64% | -3.87% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.18% | -1.02% | +10.03% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.14% | -0.58% | +3.59% | |
| 12 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 1.82% | — | +6.54% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.78% | +10.60% | +136.32% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.64% | -1.50% | +5.93% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.39% | -0.21% | +6.73% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.27% | — | -21.29% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.27% | -0.51% | +4.96% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.23% | +3.06% | +28.65% | |
| 19 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 1.23% | +0.85% | +7.21% | |
| 20 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 1.15% | +0.34% | -11.19% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.15% | +0.61% | -1.27% | |
| 22 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 1.11% | — | -5.20% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.08% | -0.16% | +12.23% | |
| 24 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.00% | -0.58% | -2.10% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.00% | — | +34.37% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.92% | -0.68% | +8.49% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.85% | -0.27% | +1209.26% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.83% | — | +6.05% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.80% | +0.22% | +85.28% | |
| 30 | TSLA | Tesla INC | 股票-周期性消费 | 0.72% | -0.13% | +7.25% | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.69% | — | -0.05% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.59% | — | -5.06% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.59% | +0.08% | +21.06% | |
| 34 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.58% | — | +19.69% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.57% | — | -0.08% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.56% | +0.03% | +7.40% | |
| 37 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.54% | -0.25% | +45.23% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | — | +11.14% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.44% | — | +0.11% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | +39.45% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.43% | -0.11% | +735.31% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.42% | — | +26.26% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.36% | — | +28.07% | |
| 44 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.36% | +0.06% | +17.00% | |
| 45 | CLS | Celestica INC | 股票-科技 | 0.34% | — | -1.05% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.31% | +0.11% | -5.32% | |
| 47 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 0.30% | -0.22% | — | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.27% | — | +53.60% | |
| 49 | DFVX | Dim US Large Cap Vector ETF | ETF-大型股与成长 | 0.27% | -0.09% | — | |
| 50 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 0.26% | — | -0.05% |