CIK: 0001834505
申报总市值
US$1.8亿
仅显示前 200 大持股（共 900 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 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 7.83% | — | +32.55% | |
| 2 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 5.55% | — | +26.90% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 5.53% | — | +28.69% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.19% | — | +58.60% | |
| 5 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 3.26% | — | +19.67% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.73% | — | +29.56% | |
| 7 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.47% | — | +31.09% | |
| 8 | AAPL | Apple INC | 股票-科技 | 1.62% | — | +4.80% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.56% | — | +7.20% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.49% | — | +51.45% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.41% | — | -31.30% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.38% | — | -40.25% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.27% | — | — | |
| 14 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 1.19% | — | +2.39% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.18% | — | -17.30% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.04% | — | +55.33% | |
| 17 | BKE | Buckle Inc/the | 股票-其他 | 0.99% | — | — | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.90% | — | -22.41% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.89% | — | -20.98% | |
| 20 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.84% | — | +11.11% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.81% | — | +52.64% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.78% | — | -4.43% | |
| 23 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.75% | — | +12.19% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | — | +10.04% | |
| 25 | RTX | Rtx CORP | 股票-工业 | 0.71% | — | +13.81% | |
| 26 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.70% | — | +14.36% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | — | +15.05% | |
| 28 | AMT | American Tower CORP | 股票-房地产 | 0.67% | — | +12.23% | |
| 29 | HYXF | Ishares Esg Adv High Yield | ETF-非投资级债 | 0.63% | — | +1.62% | |
| 30 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.61% | — | — | |
| 31 | HON | Honeywell International INC | 股票-工业 | 0.60% | — | +14.89% | |
| 32 | SYK | Stryker CORP | 股票-医疗保健 | 0.58% | — | +16.17% | |
| 33 | KLAC | Kla CORP | 股票-科技 | 0.58% | — | +17.90% | |
| 34 | ADI | Analog Devices INC | 股票-科技 | 0.57% | — | +11.98% | |
| 35 | AVGO | Broadcom INC | 股票-科技 | 0.55% | — | +16.27% | |
| 36 | TEL | TE Connectivity plc | 股票-科技 | 0.55% | — | +16.54% | |
| 37 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.54% | — | -23.80% | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.53% | — | +9.77% | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.52% | — | -0.22% | |
| 40 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.52% | — | -9.16% | |
| 41 | TXN | Texas Instruments INC | 股票-科技 | 0.51% | — | +14.26% | |
| 42 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.48% | — | +12.71% | |
| 43 | MBB | Ishares Mbs ETF | ETF-其他 | 0.46% | — | -4.23% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.45% | — | +14.09% | |
| 45 | ✓ | Innovator S&P Invt Gra | 股票-其他 | 0.45% | — | +12.46% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.42% | — | +42.81% | |
| 47 | ICE | Intercontinental Exchange In | 股票-金融 | 0.42% | — | +16.36% | |
| 48 | SRNE | Sorrento Therapeutics INC | 股票-其他 | 0.41% | — | — | |
| 49 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.37% | — | -0.50% | |
| 50 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.36% | — | +9.42% |