CIK: 0001794198
申报总市值
US$17.8亿
仅显示前 200 大持股（共 514 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 | 7.38% | — | +13.05% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.65% | — | +0.10% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.67% | — | -0.87% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.46% | — | -1.90% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.26% | — | -1.29% | |
| 6 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.70% | — | -4.72% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.48% | — | +1.96% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.41% | — | +6.43% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.35% | — | +1.76% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.23% | — | +1.85% | |
| 11 | XYZ | Block INC | 股票-金融 | 1.96% | — | — | |
| 12 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.74% | — | -4.56% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.69% | — | -3.65% | |
| 14 | XLF | Ss Financial Select Sector | ETF-其他 | 1.62% | — | -4.18% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.51% | — | +17.05% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.44% | — | -4.70% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.40% | — | -9.13% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.29% | — | -1.29% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.13% | — | +13.61% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.12% | — | +1.58% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.10% | — | -7.16% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.10% | — | +130.41% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.07% | — | -0.47% | |
| 24 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.01% | — | -3.11% | |
| 25 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.01% | — | +10.98% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.00% | — | -4.55% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.99% | — | +17.17% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.84% | — | +1.11% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.75% | — | +10.73% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.74% | — | +2.54% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.74% | — | -7.66% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.71% | — | +3.94% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.64% | — | +1.15% | |
| 34 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.63% | — | -1.08% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | +0.54% | |
| 36 | ARCC | Ares Capital CORP | 股票-金融 | 0.58% | — | — | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | -1.68% | |
| 38 | MA | Mastercard INC - A | 股票-金融 | 0.50% | — | +0.24% | |
| 39 | FEZ | State Street Spdr Euro Stoxx | ETF-其他 | 0.49% | — | -7.93% | |
| 40 | TSLA | Tesla INC | 股票-周期性消费 | 0.47% | — | +12.55% | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.44% | — | +24.10% | |
| 42 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.43% | — | -31.03% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.43% | — | -6.44% | |
| 44 | NU | Nu Holdings Ltd. | 股票-金融 | 0.41% | — | — | |
| 45 | CB | Chubb Limited | 股票-金融 | 0.41% | — | +0.09% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.41% | — | +4.58% | |
| 47 | BX | Blackstone INC | 股票-金融 | 0.41% | — | +0.59% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.40% | — | +2.14% | |
| 49 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.40% | — | -4.19% | |
| 50 | WMT | Walmart INC | 股票-非周期性消费 | 0.40% | — | +0.45% |