CIK: 0001807283
申报总市值
US$5.1亿
仅显示前 200 大持股（共 897 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 10.22% | -0.35% | +19.83% | |
| 2 | XLK | Ss Technology Select Sector | ETF-科技型 | 6.24% | -0.43% | -0.82% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 5.94% | +0.21% | +210.24% | |
| 4 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 5.81% | — | +3.02% | |
| 5 | AAPL | Apple INC | 股票-科技 | 5.09% | -0.25% | +0.26% | |
| 6 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 3.82% | +0.20% | +2.87% | |
| 7 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.97% | -0.03% | -2.71% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.91% | — | +1.00% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.83% | -0.13% | -1.89% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.54% | -0.20% | +0.64% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.46% | -0.24% | +0.76% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.39% | -0.47% | +0.13% | |
| 13 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 2.32% | — | -0.66% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.21% | -0.07% | +10.66% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.11% | +0.14% | +532.23% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.05% | -0.06% | +0.75% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 2.03% | +0.15% | +537.12% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.75% | -0.15% | +1.04% | |
| 19 | AZO | Autozone INC | 股票-周期性消费 | 1.70% | — | +1.69% | |
| 20 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 1.65% | — | -26.49% | |
| 21 | SCUS | Schwab Ultra-short INC ETF | ETF-其他 | 1.60% | — | — | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.53% | -0.08% | -1.29% | |
| 23 | WMT | Walmart INC | 股票-非周期性消费 | 1.48% | +0.17% | +1.39% | |
| 24 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.48% | -0.40% | +0.66% | |
| 25 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.30% | — | +1110.25% | |
| 26 | XLE | Ss Energy Select Sector | ETF-其他 | 1.13% | +0.25% | -18.60% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.11% | — | -0.95% | |
| 28 | DDLS | Wisdmtre Dy Int Smlcap Ef-us | ETF-其他 | 0.97% | — | +3.54% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.93% | — | +0.66% | |
| 30 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.83% | — | +49.76% | |
| 31 | RTX | Rtx CORP | 股票-工业 | 0.76% | +0.06% | +2.45% | |
| 32 | CI | THE Cigna Group | 股票-医疗保健 | 0.76% | — | -0.26% | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.76% | +0.16% | +2.17% | |
| 34 | XLF | Ss Financial Select Sector | ETF-其他 | 0.75% | -0.06% | -1.11% | |
| 35 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.64% | -0.10% | +0.19% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.62% | -0.09% | -0.11% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工业 | 0.61% | +0.12% | +2.06% | |
| 38 | XLB | Ss Materials Select Sector | ETF-其他 | 0.61% | — | -1.42% | |
| 39 | GD | General Dynamics CORP | 股票-工业 | 0.57% | — | +4.68% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.47% | — | -2.07% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | +0.15% | -0.05% | |
| 42 | EBAY | Ebay INC | 股票-周期性消费 | 0.36% | — | -0.44% | |
| 43 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 0.36% | — | — | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.34% | — | -1.97% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.30% | — | -0.14% | |
| 46 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.29% | -0.08% | — | |
| 47 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.27% | — | -65.02% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.27% | — | — | |
| 49 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.25% | -0.04% | -5.24% | |
| 50 | CRM | Salesforce INC | 股票-科技 | 0.24% | — | +1.89% |