CIK: 0001769897
申报总市值
US$55.0亿
仅显示前 200 大持股（共 776 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 | NVDA | Nvidia CORP | 股票-科技 | 3.88% | -0.35% | +891.18% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.12% | — | +5.85% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.66% | -0.20% | +3.24% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.03% | -0.33% | +1.43% | |
| 5 | QGRO | American Century US Quality | ETF-其他 | 1.89% | — | +1.49% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.79% | — | +1.76% | |
| 7 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.60% | +0.01% | +8.56% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.53% | +0.03% | +17.52% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.45% | — | +14.66% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.36% | -0.26% | -29.38% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.32% | +0.03% | +0.43% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.28% | — | +8.82% | |
| 13 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.21% | — | +4.10% | |
| 14 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 1.16% | +0.06% | +7.06% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.99% | — | +2.76% | |
| 16 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 0.99% | — | +2.33% | |
| 17 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 0.96% | — | +12.84% | |
| 18 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 0.94% | — | +13.02% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.93% | -0.13% | +3.76% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.90% | +0.02% | +11.31% | |
| 21 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.85% | — | +18.52% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.81% | — | -1.84% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | — | +5.16% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.77% | +0.15% | +1.81% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.74% | — | +7.71% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.74% | +0.07% | +4.78% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.73% | — | +11.09% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.70% | — | -1.46% | |
| 29 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.70% | — | +4.04% | |
| 30 | LVHI | Franklin International Low V | ETF-其他 | 0.70% | +0.08% | +19.48% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.68% | — | +4.74% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.67% | — | +2.18% | |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.65% | — | -33.43% | |
| 34 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-其他 | 0.61% | — | +6.46% | |
| 35 | USMF | Wisdomtree US Multifactor Fu | ETF-其他 | 0.59% | — | -8.78% | |
| 36 | VTV | Vanguard Value ETF | ETF-其他 | 0.59% | — | +6.93% | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.58% | -0.10% | +4.28% | |
| 38 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.57% | -0.15% | +133.36% | |
| 39 | CGMU | Cap Group Municipal Income | ETF-其他 | 0.57% | +0.07% | +9.29% | |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.57% | — | +11.54% | |
| 41 | IDVO | Amplify Cwp Intl Enh Dvd INC | ETF-其他 | 0.55% | — | +0.17% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.54% | — | +5.34% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | — | +10.39% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.53% | — | +10.23% | |
| 45 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.53% | — | -16.92% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.52% | — | +5.46% | |
| 47 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投资级公司债 | 0.52% | — | +12.34% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.51% | -0.15% | +16.17% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.51% | +0.26% | -3.47% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | — | +7.17% |