CIK: 0001794198
申报总市值
US$17.8亿
仅显示前 200 大持股（共 229 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.19% | — | +0.44% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.89% | — | -8.55% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 3.69% | — | +37.70% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.49% | — | +29.49% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.93% | — | -4.85% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.50% | — | +72.81% | |
| 7 | GVI | Ishares Intermediate Governm | ETF-其他 | 2.22% | — | -15.36% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.19% | — | +21.85% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.04% | — | +181.05% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.97% | — | -8.04% | |
| 11 | TXN | Texas Instruments INC | 股票-科技 | 1.90% | — | -7.48% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.88% | — | +747.80% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.75% | — | +410.56% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.64% | — | -15.49% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.63% | — | +117.21% | |
| 16 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.56% | — | -5.68% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.53% | — | +199.60% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.45% | — | -7.32% | |
| 19 | FRCB | First Republic Bank/ca | 股票-金融 | 1.39% | — | -7.31% | |
| 20 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.36% | — | -7.19% | |
| 21 | UNP | Union Pacific CORP | 股票-工业 | 1.32% | — | -6.97% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.30% | — | -15.58% | |
| 23 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.29% | — | -7.59% | |
| 24 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 1.23% | — | +404.27% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.14% | — | +104.87% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.13% | — | +1591.95% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 1.12% | — | -5.53% | |
| 28 | FISV | Fiserv INC | 股票-其他 | 1.12% | — | -6.93% | |
| 29 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 1.09% | — | -7.86% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.07% | — | -29.37% | |
| 31 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.97% | — | +26.10% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.97% | — | +49.30% | |
| 33 | DHR | Danaher CORP | 股票-医疗保健 | 0.96% | — | -7.16% | |
| 34 | WMT | Walmart INC | 股票-非周期性消费 | 0.90% | — | -8.54% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.88% | — | +514.46% | |
| 36 | BND | Vanguard Total Bond Market | ETF-其他 | 0.87% | — | -16.78% | |
| 37 | ALL | Allstate CORP | 股票-金融 | 0.85% | — | -9.31% | |
| 38 | ARCC | Ares Capital CORP | 股票-金融 | 0.81% | — | — | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.80% | — | +1.18% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.78% | — | -10.65% | |
| 41 | XLB | Ss Materials Select Sector | ETF-其他 | 0.74% | — | -12.63% | |
| 42 | MA | Mastercard INC - A | 股票-金融 | 0.73% | — | +5.94% | |
| 43 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.68% | — | -21.90% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.66% | — | -9.80% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.66% | — | +1.94% | |
| 46 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.64% | — | -7.38% | |
| 47 | CSCO | Cisco Systems INC | 股票-科技 | 0.59% | — | -7.37% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.58% | — | +77.03% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.57% | — | -2.18% | |
| 50 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-其他 | 0.54% | — | — |