CIK: 0001764754
申报总市值
US$43.1亿
仅显示前 200 大持股（共 2121 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 | 3.07% | — | -5.61% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.55% | +0.55% | -8.96% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.00% | +1.14% | +0.57% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.85% | +1.10% | -3.65% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.52% | — | -8.43% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.47% | -0.36% | -1.38% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.41% | +0.03% | -7.16% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.38% | — | +1.18% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.36% | -0.21% | -4.87% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.12% | — | +3.07% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.09% | — | -4.07% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.06% | — | +2.63% | |
| 13 | VNLA | Janus Henderson Short Durati | ETF-其他 | 1.02% | +0.63% | -1.99% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.00% | -0.25% | +17.83% | |
| 15 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.99% | — | +1.54% | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.92% | — | +8.84% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.90% | — | -7.19% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.89% | — | +4.15% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.87% | — | -1.51% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.85% | -0.16% | +6.98% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | — | +6.91% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.83% | — | +4.17% | |
| 23 | XLE | Ss Energy Select Sector | ETF-其他 | 0.79% | — | +74.01% | |
| 24 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.77% | -0.79% | +17.82% | |
| 25 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.77% | — | +5.98% | |
| 26 | NSC | Norfolk Southern CORP | 股票-工业 | 0.76% | +0.32% | -1.31% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.71% | +0.17% | +4.54% | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.69% | — | -0.41% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.65% | -0.15% | -1.89% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.61% | +0.26% | +3.14% | |
| 31 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.58% | — | -13.69% | |
| 32 | FCTR | First Trust Lunt US Factor | ETF-其他 | 0.57% | — | -12.89% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.57% | -0.13% | +1.41% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.57% | +0.18% | +0.67% | |
| 35 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-其他 | 0.56% | — | -11.73% | |
| 36 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型股与成长 | 0.55% | — | -12.26% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.54% | — | +116.39% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.53% | — | -22.79% | |
| 39 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.52% | — | +12.25% | |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.52% | — | +7.62% | |
| 41 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.52% | — | +479.76% | |
| 42 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.51% | -0.12% | +0.37% | |
| 43 | AVGO | Broadcom INC | 股票-科技 | 0.49% | — | +52.25% | |
| 44 | ELV | Elevance Health INC | 股票-医疗保健 | 0.49% | — | +2.72% | |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.48% | — | -28.47% | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.48% | — | -0.65% | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.45% | — | +136.43% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | — | -0.39% | |
| 49 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 0.42% | — | +11.11% | |
| 50 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.42% | — | -0.07% |