CIK: 0002036117
申报总市值
US$3.4亿
仅显示前 200 大持股（共 432 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 8.28% | -0.39% | +6.12% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 7.91% | -0.62% | +4.70% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.36% | -0.23% | +0.18% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.07% | -0.42% | +6.66% | |
| 5 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 3.83% | +0.21% | +10.78% | |
| 6 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股与成长 | 3.56% | +0.50% | +79.60% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.26% | -0.08% | -4.79% | |
| 8 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 2.73% | +0.02% | +5.10% | |
| 9 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-其他 | 2.48% | +0.21% | +41.68% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.43% | -0.16% | +18.36% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.35% | — | +0.85% | |
| 12 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 2.15% | -0.05% | +2.97% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.14% | +0.55% | +50.53% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.97% | -0.11% | +27.01% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.94% | -0.78% | -43.70% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.91% | — | +24.38% | |
| 17 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 1.91% | +0.02% | +5.84% | |
| 18 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-其他 | 1.88% | -0.02% | +4.19% | |
| 19 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.72% | — | +3.41% | |
| 20 | BKIE | Bny Mellon Intl Eqty ETF | ETF-其他 | 1.55% | +0.50% | +12.67% | |
| 21 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 1.51% | -0.31% | -0.58% | |
| 22 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 1.49% | +0.18% | +19.18% | |
| 23 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 1.45% | — | +0.82% | |
| 24 | TGRT | T. Rowe Price Growth ETF | ETF-其他 | 1.44% | +0.01% | -4.44% | |
| 25 | AAPL | Apple INC | 股票-科技 | 1.12% | +0.47% | -0.77% | |
| 26 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 1.08% | +0.65% | -4.35% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.06% | — | +3.58% | |
| 28 | JPEF | Jpmorgan Equity Focus ETF | ETF-其他 | 0.92% | — | -0.08% | |
| 29 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.81% | +0.11% | +424.33% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.78% | -0.01% | -12.63% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | +0.44% | -42.67% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | +0.09% | -5.54% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.59% | — | +4.60% | |
| 34 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.54% | +0.19% | -3.38% | |
| 35 | TSLA | Tesla INC | 股票-周期性消费 | 0.52% | +0.79% | +13.01% | |
| 36 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.49% | +0.08% | +13.71% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | — | +8.93% | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.46% | +0.20% | -7.11% | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.43% | +0.14% | +1.72% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | — | +10.61% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.40% | — | +3.30% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.40% | +0.08% | +1.64% | |
| 43 | FDRR | Fidelity Div ETF Rise Rates | ETF-其他 | 0.39% | -0.11% | -19.63% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.39% | — | -2.44% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.39% | — | +2.88% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.38% | +0.09% | +0.74% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.38% | +0.10% | — | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.38% | +0.09% | +2.60% | |
| 49 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-其他 | 0.37% | — | -1.96% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.34% | — | -0.39% |