CIK: 0001966037
申报总市值
US$25.7亿
仅显示前 200 大持股（共 264 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.69% | +1.08% | +6.01% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.64% | -0.75% | -3.33% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 3.66% | -0.29% | +19.34% | |
| 4 | FTCS | First Trust Capital Strength | ETF-其他 | 2.61% | — | +24.16% | |
| 5 | AVDE | Avantis International Equity | ETF-其他 | 2.36% | -0.18% | +28.31% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.26% | -0.42% | +36.65% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-其他 | 2.11% | -0.26% | +30.48% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.83% | -0.15% | +38.73% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.67% | -0.26% | +12.97% | |
| 10 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-大型股与成长 | 1.54% | — | -7.24% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.54% | -0.03% | +20.52% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.48% | +0.08% | +4.89% | |
| 13 | JPME | JPM Diver Ret US Mc Equity | ETF-其他 | 1.35% | — | +25.12% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.33% | — | +28.96% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.31% | -0.02% | +59.71% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.30% | — | +1.85% | |
| 17 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.28% | — | +10.12% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.27% | — | +4.83% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.15% | -0.03% | +12.96% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.14% | -0.21% | -20.45% | |
| 21 | FIXD | First Trust Smith Opportunis | ETF-其他 | 1.05% | — | -37.41% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.02% | — | +11.30% | |
| 23 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.99% | — | -2.20% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.95% | — | +4.46% | |
| 25 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.94% | — | +3.50% | |
| 26 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.93% | -0.05% | +11.19% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.88% | — | +20.32% | |
| 28 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.85% | — | +13.14% | |
| 29 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.83% | -0.11% | +24.92% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.82% | +0.37% | NEW | |
| 31 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.81% | — | +27.36% | |
| 32 | FTA | First Trust L C Val Alp | ETF-其他 | 0.80% | — | +5.45% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.80% | +0.02% | +1133.16% | |
| 34 | EQL | Alps Equal Sector Weight ETF | ETF-其他 | 0.74% | — | -5.76% | |
| 35 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.74% | — | +1012.29% | |
| 36 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 0.71% | — | +28.64% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.71% | -0.47% | -15.71% | |
| 38 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.65% | — | +15.19% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.64% | — | -21.30% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | — | +164.74% | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.63% | -0.05% | +7.03% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.62% | — | +11.65% | |
| 43 | SYFI | AB Shrt Duration Hgh Yld ETF | ETF-其他 | 0.61% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.59% | +0.10% | +4.59% | |
| 45 | FTC | First Trust Large Cap Growth | ETF-大型股与成长 | 0.56% | — | +24.83% | |
| 46 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.54% | — | +2.78% | |
| 47 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-科技型 | 0.54% | — | +5.34% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.53% | -0.08% | +11.04% | |
| 49 | BND | Vanguard Total Bond Market | ETF-其他 | 0.52% | — | -12.35% | |
| 50 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 0.51% | — | -0.32% |