CIK: 0001834505
申报总市值
US$1.8亿
仅显示前 200 大持股（共 1077 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 | 7.08% | — | +108.35% | |
| 2 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 6.65% | — | +139.50% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 5.08% | — | +94.93% | |
| 4 | XPEL | Xpel INC | 股票-其他 | 4.62% | — | +100.00% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.50% | — | +111.55% | |
| 6 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 3.35% | — | +127.49% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.08% | — | +115.64% | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.36% | — | +127.15% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | — | +108.78% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.80% | — | +108.86% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.58% | — | +105.18% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.47% | — | +108.14% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.11% | — | +65.03% | |
| 14 | RTX | Rtx CORP | 股票-工业 | 1.00% | — | +116.56% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.97% | — | +114.71% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.94% | — | +144.12% | |
| 17 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.89% | — | +111.92% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 0.84% | — | +120.05% | |
| 19 | ADI | Analog Devices INC | 股票-科技 | 0.82% | — | +113.19% | |
| 20 | KLAC | Kla CORP | 股票-科技 | 0.81% | — | +117.51% | |
| 21 | COP | Conocophillips | 股票-能源 | 0.80% | — | +93.80% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.78% | — | +74.91% | |
| 23 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.77% | — | +105.79% | |
| 24 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.76% | — | +120.45% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | — | +110.11% | |
| 26 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.76% | — | +115.51% | |
| 27 | HON | Honeywell International INC | 股票-工业 | 0.75% | — | +118.75% | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.74% | — | +97.39% | |
| 29 | SYK | Stryker CORP | 股票-医疗保健 | 0.69% | — | +117.23% | |
| 30 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.69% | — | +98.72% | |
| 31 | NOC | Northrop Grumman CORP | 股票-工业 | 0.67% | — | +118.19% | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.63% | — | +129.37% | |
| 33 | AMT | American Tower CORP | 股票-房地产 | 0.63% | — | +113.97% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.59% | — | +115.56% | |
| 35 | TEL | TE Connectivity plc | 股票-科技 | 0.58% | — | +122.59% | |
| 36 | TXN | Texas Instruments INC | 股票-科技 | 0.57% | — | +113.55% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.57% | — | +114.83% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.56% | — | +98.09% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.50% | — | +114.51% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.48% | — | +65.68% | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.47% | — | +130.52% | |
| 42 | ICE | Intercontinental Exchange In | 股票-金融 | 0.47% | — | +121.11% | |
| 43 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.43% | — | +94.54% | |
| 44 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.40% | — | +98.04% | |
| 45 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.40% | — | +93.63% | |
| 46 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.39% | — | +86.71% | |
| 47 | HYXF | Ishares Esg Adv High Yield | ETF-非投资级债 | 0.37% | — | +96.11% | |
| 48 | RF | Regions Financial CORP | 股票-金融 | 0.36% | — | +114.67% | |
| 49 | IGBH | Ishares Interest Rate Hedged | ETF-其他 | 0.36% | — | +95.34% | |
| 50 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-其他 | 0.35% | — | +94.31% |