CIK: 0001966037
申报总市值
US$25.7亿
仅显示前 200 大持股（共 257 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 13.46% | -0.47% | -3.70% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.02% | +0.17% | +6.98% | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 5.57% | — | -3.74% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 4.10% | — | -10.62% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.99% | +0.53% | +7.72% | |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 3.33% | — | -3.77% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 3.28% | -0.26% | -6.25% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 2.10% | — | +0.28% | |
| 9 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-其他 | 1.75% | — | +4.65% | |
| 10 | FTCS | First Trust Capital Strength | ETF-其他 | 1.73% | — | +9.81% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.68% | +1.08% | +39.88% | |
| 12 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 1.64% | — | +4.11% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.61% | -0.75% | -2.95% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.50% | — | +6.54% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.30% | — | -13.75% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.27% | +0.49% | +10.96% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.15% | -0.42% | +0.39% | |
| 18 | BSMO | Invesco Bulletshares 2024 Mb | ETF-其他 | 1.15% | — | +0.39% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.13% | -0.29% | +6.71% | |
| 20 | ✓ | Invesco | 股票-其他 | 1.10% | — | -8.36% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.04% | — | +3.53% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.02% | — | -8.66% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.93% | — | +0.01% | |
| 24 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.93% | -0.26% | +18.61% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.82% | — | +24.60% | |
| 26 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.78% | — | +25.25% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.78% | -0.15% | +7.68% | |
| 28 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公债 | 0.77% | — | +1.96% | |
| 29 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.74% | — | +20.18% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.73% | — | -0.41% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.72% | — | +2.65% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.70% | — | +19.15% | |
| 33 | AVDE | Avantis International Equity | ETF-其他 | 0.68% | -0.18% | +7.79% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.68% | -0.21% | +32.47% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.61% | — | -2.29% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.60% | — | -3.68% | |
| 37 | CAT | Caterpillar INC | 股票-工业 | 0.59% | — | +4.92% | |
| 38 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.59% | +0.08% | +11.87% | |
| 39 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.59% | — | +17.02% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.56% | — | +4.17% | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.53% | -0.03% | -15.97% | |
| 42 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 0.52% | — | -6.09% | |
| 43 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.48% | — | -9.53% | |
| 44 | GTO | Invesco Total Return Bond Et | ETF-其他 | 0.47% | — | +2.80% | |
| 45 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-其他 | 0.46% | — | -2.78% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.46% | +0.42% | +10.02% | |
| 47 | OTTR | Otter Tail CORP | 股票-工业 | 0.46% | — | +6.55% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | +5.86% | |
| 49 | EQL | Alps Equal Sector Weight ETF | ETF-其他 | 0.45% | — | +0.86% | |
| 50 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.42% | -0.03% | -5.07% |