CIK: 0001794198
申报总市值
US$17.8亿
仅显示前 200 大持股（共 431 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 | 5.68% | — | +19.27% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.24% | — | +9.86% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.09% | — | +14.51% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.81% | — | -2.43% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.13% | — | +3.00% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.62% | — | +6.76% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.61% | — | +10.28% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.44% | — | +8.89% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.34% | — | -0.86% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.28% | — | +18.70% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.94% | — | -15.89% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.91% | — | -0.97% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.76% | — | -9.36% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.59% | — | +12.31% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.57% | — | -3.50% | |
| 16 | XLF | Ss Financial Select Sector | ETF-其他 | 1.52% | — | -4.11% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.28% | — | -1.63% | |
| 18 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.09% | — | -3.42% | |
| 19 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 1.04% | — | +47.16% | |
| 20 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.03% | — | +62.79% | |
| 21 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 1.03% | — | -5.39% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.90% | — | +18.25% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.86% | — | -1.01% | |
| 24 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.85% | — | -1.18% | |
| 25 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.84% | — | +96.21% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.79% | — | -0.05% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.74% | — | +0.37% | |
| 28 | ARCC | Ares Capital CORP | 股票-金融 | 0.73% | — | — | |
| 29 | XLE | Ss Energy Select Sector | ETF-其他 | 0.73% | — | -5.31% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.73% | — | +31.33% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.71% | — | +4.60% | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.67% | — | +90.24% | |
| 33 | FEZ | State Street Spdr Euro Stoxx | ETF-其他 | 0.67% | — | +7.72% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.66% | — | +17.41% | |
| 35 | UNP | Union Pacific CORP | 股票-工业 | 0.65% | — | -6.95% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.64% | — | +4.75% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.63% | — | +14.10% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | — | -9.82% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.60% | — | -13.41% | |
| 40 | CB | Chubb Limited | 股票-金融 | 0.58% | — | +1275.66% | |
| 41 | XLB | Ss Materials Select Sector | ETF-其他 | 0.57% | — | -4.09% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.57% | — | +4.61% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.57% | — | +3.85% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.55% | — | -3.27% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | +21.83% | |
| 46 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.51% | — | -0.14% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.51% | — | +13.20% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.49% | — | -0.14% | |
| 49 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 0.46% | — | +1400.63% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.45% | — | +0.57% |