CIK: 0001807283
申报总市值
US$5.1亿
仅显示前 200 大持股（共 911 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 | 10.95% | -0.35% | +2.28% | |
| 2 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 5.89% | — | -0.42% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 5.29% | +0.21% | +2.75% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.25% | -0.43% | +97.45% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.00% | -0.25% | +1.07% | |
| 6 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 4.00% | +0.20% | +3.13% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 3.29% | +0.49% | +16.88% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.12% | -0.24% | +0.74% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.41% | — | +1.42% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.41% | +0.14% | +7.29% | |
| 11 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.33% | -0.40% | -3.27% | |
| 12 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 2.27% | +0.26% | +7.08% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.09% | -0.47% | +0.29% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 2.06% | +0.15% | +8.68% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.05% | -0.20% | +1.08% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.96% | — | -0.39% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.93% | -0.13% | -2.02% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.82% | -0.15% | +0.79% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.72% | -0.06% | +0.10% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.42% | -0.09% | +21.02% | |
| 21 | WMT | Walmart INC | 股票-非周期性消费 | 1.42% | +0.17% | +0.81% | |
| 22 | AZO | Autozone INC | 股票-周期性消费 | 1.38% | — | +0.87% | |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.37% | +0.16% | +3.72% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.21% | -0.08% | -0.93% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.16% | -0.07% | -0.46% | |
| 26 | DDLS | Wisdmtre Dy Int Smlcap Ef-us | ETF-其他 | 1.08% | — | +3.38% | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.03% | -0.05% | +2.85% | |
| 28 | RTX | Rtx CORP | 股票-工业 | 0.97% | +0.06% | +1.17% | |
| 29 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.82% | — | -0.01% | |
| 30 | IBHF | Ishares Ibond 2026 Hy & INC | ETF-其他 | 0.82% | — | +3.42% | |
| 31 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.82% | — | -1.54% | |
| 32 | AVGO | Broadcom INC | 股票-科技 | 0.81% | -0.07% | +4.42% | |
| 33 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.75% | — | -0.92% | |
| 34 | FXI | Ishares China Large-cap ETF | ETF-新兴市场 | 0.74% | -0.04% | +3.58% | |
| 35 | UBER | Uber Technologies INC | 股票-工业 | 0.73% | -0.10% | +2.06% | |
| 36 | IBIC | Ishares Ibonds Oct 2026 Tt | ETF-其他 | 0.72% | — | -0.02% | |
| 37 | XLE | Ss Energy Select Sector | ETF-其他 | 0.71% | +0.25% | +96.34% | |
| 38 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.71% | -0.17% | +2.18% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.68% | +0.22% | +57.79% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.67% | -0.10% | +0.70% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.67% | -0.08% | +3.49% | |
| 42 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.62% | -0.09% | +2.62% | |
| 43 | GD | General Dynamics CORP | 股票-工业 | 0.55% | — | +4.86% | |
| 44 | XLF | Ss Financial Select Sector | ETF-其他 | 0.52% | -0.06% | -1.46% | |
| 45 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.48% | +0.05% | +3.61% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.44% | — | +0.54% | |
| 47 | NFLX | Netflix INC | 股票-通信服务 | 0.44% | — | +908.29% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.43% | +0.12% | -0.37% | |
| 49 | EBAY | Ebay INC | 股票-周期性消费 | 0.37% | — | +0.05% | |
| 50 | XLB | Ss Materials Select Sector | ETF-其他 | 0.37% | — | +92.56% |