CIK: 0001834505
申报总市值
US$1.8亿
仅显示前 200 大持股（共 1006 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 | 7.94% | — | +37.51% | |
| 2 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 6.20% | — | +61.85% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 5.41% | — | +36.50% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.70% | — | +24.70% | |
| 5 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 3.05% | — | +31.60% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.95% | — | +35.05% | |
| 7 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.30% | — | +37.81% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.95% | — | +5581.51% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.85% | — | +22.11% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.66% | — | +55.91% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.56% | — | +20.86% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.22% | — | +751.59% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.20% | — | +61.20% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.01% | — | +0.08% | |
| 15 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.98% | — | +17.98% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.93% | — | +67.27% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.91% | — | +353.69% | |
| 18 | RTX | Rtx CORP | 股票-工业 | 0.85% | — | +37.16% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.82% | — | +50.20% | |
| 20 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.82% | — | +2.18% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.77% | — | -18.21% | |
| 22 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.72% | — | +31.52% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | — | +30.14% | |
| 24 | ADI | Analog Devices INC | 股票-科技 | 0.71% | — | +64.60% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.68% | — | +25.40% | |
| 26 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.67% | — | +25.43% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.67% | — | +18.17% | |
| 28 | KLAC | Kla CORP | 股票-科技 | 0.65% | — | +35.96% | |
| 29 | AMT | American Tower CORP | 股票-房地产 | 0.65% | — | +35.21% | |
| 30 | SYK | Stryker CORP | 股票-医疗保健 | 0.65% | — | +44.20% | |
| 31 | ACN | Accenture plc | 股票-科技 | 0.63% | — | +49.49% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.59% | — | +92.90% | |
| 33 | HON | Honeywell International INC | 股票-工业 | 0.58% | — | +40.99% | |
| 34 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.58% | — | +89.77% | |
| 35 | TEL | TE Connectivity plc | 股票-科技 | 0.56% | — | +40.98% | |
| 36 | TXN | Texas Instruments INC | 股票-科技 | 0.55% | — | +46.77% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.53% | — | +135.59% | |
| 38 | ICE | Intercontinental Exchange In | 股票-金融 | 0.53% | — | +44.21% | |
| 39 | MBB | Ishares Mbs ETF | ETF-其他 | 0.53% | — | +60.67% | |
| 40 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.53% | — | -17.56% | |
| 41 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.51% | — | -26.75% | |
| 42 | NOC | Northrop Grumman CORP | 股票-工业 | 0.47% | — | +44.26% | |
| 43 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.45% | — | +13.65% | |
| 44 | HYXF | Ishares Esg Adv High Yield | ETF-非投资级债 | 0.43% | — | -3.76% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.42% | — | +84.41% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | — | -2.34% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.42% | — | +57.31% | |
| 48 | CCI | Crown Castle INC | 股票-房地产 | 0.41% | — | +48.98% | |
| 49 | HD | Home Depot INC | 股票-周期性消费 | 0.41% | — | +29.86% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.40% | — | +3618.80% |