CIK: 0001769897
申报总市值
US$55.0亿
仅显示前 200 大持股（共 892 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 | 3.84% | -0.35% | -3.13% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.56% | -0.26% | +22.69% | |
| 3 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 2.14% | +0.01% | +13.42% | |
| 4 | QGRO | American Century US Quality | ETF-其他 | 2.11% | — | +0.37% | |
| 5 | AAPL | Apple INC | 股票-科技 | 1.87% | -0.20% | -5.93% | |
| 6 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.81% | -0.40% | — | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.66% | -0.33% | -9.38% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.47% | — | -7.74% | |
| 9 | VFMO | Vanguard US Momentum Factor | ETF-其他 | 1.33% | — | -10.14% | |
| 10 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 1.32% | -0.25% | +4.87% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.31% | — | -1.39% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.26% | +0.02% | +9.99% | |
| 13 | VSDA | Victoryshares Dividend Accel | ETF-其他 | 1.24% | — | +4.22% | |
| 14 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 1.23% | +0.06% | -11.60% | |
| 15 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 1.12% | +0.05% | -0.65% | |
| 16 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-其他 | 1.11% | — | +22.45% | |
| 17 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 1.11% | — | +10.10% | |
| 18 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 1.03% | -0.16% | -17.80% | |
| 19 | LVHI | Franklin International Low V | ETF-其他 | 1.01% | +0.08% | +13.59% | |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.00% | +0.03% | +7.70% | |
| 21 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 1.00% | — | +21.47% | |
| 22 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.98% | — | +1086.15% | |
| 23 | FDV | Fed Hermes US Strat Div ETF | ETF-其他 | 0.93% | +0.06% | +14.51% | |
| 24 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 0.84% | -0.25% | — | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.80% | +0.15% | +5.52% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | -0.15% | -14.27% | |
| 27 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.77% | +0.03% | -0.06% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.71% | — | -6.20% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.69% | -0.13% | -1.45% | |
| 30 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.68% | — | -0.42% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.66% | — | -12.74% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | — | +9.33% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.65% | — | +6.86% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.65% | +0.26% | -5.22% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | — | -17.05% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.64% | — | +104.59% | |
| 37 | VUG | Vanguard Growth ETF | ETF-其他 | 0.63% | — | -7.74% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.63% | — | +5.89% | |
| 39 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.62% | — | -57.62% | |
| 40 | IDMO | Invesco S&p International De | ETF-其他 | 0.62% | — | +2.41% | |
| 41 | USMF | Wisdomtree US Multifactor Fu | ETF-其他 | 0.60% | — | +8.30% | |
| 42 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.59% | — | +15.21% | |
| 43 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.59% | -0.15% | -1.48% | |
| 44 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.57% | — | +3.31% | |
| 45 | CGMU | Cap Group Municipal Income | ETF-其他 | 0.56% | +0.07% | -10.98% | |
| 46 | VTV | Vanguard Value ETF | ETF-其他 | 0.56% | — | -4.89% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.55% | — | +1.77% | |
| 48 | IDVO | Amplify Cwp Intl Enh Dvd INC | ETF-其他 | 0.54% | — | +5.02% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.54% | — | +5.98% | |
| 50 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.53% | — | +36.15% |