CIK: 0001834505
申报总市值
US$1.8亿
仅显示前 200 大持股（共 1058 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 | 7.15% | — | +4.26% | |
| 2 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 5.88% | — | -1.84% | |
| 3 | XPEL | Xpel INC | 股票-其他 | 5.58% | — | +5887.07% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 5.00% | — | +11.79% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.70% | — | +6.03% | |
| 6 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 3.23% | — | +3.67% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.00% | — | +11.53% | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.20% | — | +6.03% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.13% | — | +49.59% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.85% | — | +7.29% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.66% | — | +13.66% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.50% | — | +27.67% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.42% | — | -15.92% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.93% | — | +10.85% | |
| 15 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.90% | — | +3.64% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.89% | — | -15.81% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.84% | — | +21.74% | |
| 18 | RTX | Rtx CORP | 股票-工业 | 0.84% | — | +2.97% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.84% | — | +11.39% | |
| 20 | COP | Conocophillips | 股票-能源 | 0.80% | — | +5.73% | |
| 21 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.77% | — | +5.47% | |
| 22 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.77% | — | +12.95% | |
| 23 | ADI | Analog Devices INC | 股票-科技 | 0.74% | — | +4.83% | |
| 24 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.73% | — | -0.36% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | — | +5.66% | |
| 26 | AVGO | Broadcom INC | 股票-科技 | 0.68% | — | +2.13% | |
| 27 | KLAC | Kla CORP | 股票-科技 | 0.68% | — | +5.81% | |
| 28 | AMT | American Tower CORP | 股票-房地产 | 0.67% | — | +1.61% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.64% | — | +3017.01% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.62% | — | +6.44% | |
| 31 | HON | Honeywell International INC | 股票-工业 | 0.60% | — | +1.65% | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.60% | — | +0.12% | |
| 33 | NOC | Northrop Grumman CORP | 股票-工业 | 0.60% | — | +2.12% | |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.59% | — | -14.01% | |
| 35 | SYK | Stryker CORP | 股票-医疗保健 | 0.59% | — | +2.02% | |
| 36 | TXN | Texas Instruments INC | 股票-科技 | 0.56% | — | +4.70% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.56% | — | -16.05% | |
| 38 | TEL | TE Connectivity plc | 股票-科技 | 0.56% | — | +2.01% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.52% | — | +4.19% | |
| 40 | MA | Mastercard INC - A | 股票-金融 | 0.50% | — | +4.22% | |
| 41 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.50% | — | +8.25% | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.47% | — | +8.46% | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.46% | — | -16.07% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.46% | — | +4.25% | |
| 45 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.43% | — | -6.89% | |
| 46 | ICE | Intercontinental Exchange In | 股票-金融 | 0.42% | — | -0.71% | |
| 47 | HYXF | Ishares Esg Adv High Yield | ETF-非投资级债 | 0.41% | — | -1.89% | |
| 48 | IGBH | Ishares Interest Rate Hedged | ETF-其他 | 0.40% | — | +15.42% | |
| 49 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-其他 | 0.40% | — | +21.58% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.39% | — | -4.75% |