CIK: 0001807283
申报总市值
US$5.1亿
仅显示前 200 大持股（共 884 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 | 9.78% | -0.35% | +5.39% | |
| 2 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 6.24% | — | +5.12% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 5.50% | +0.21% | +2.87% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.12% | -0.43% | -2.77% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.25% | -0.25% | -1.00% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.01% | +0.14% | +96.08% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 4.00% | +0.15% | +98.96% | |
| 8 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 3.98% | +0.20% | +4.71% | |
| 9 | SCUS | Schwab Ultra-short INC ETF | ETF-其他 | 2.77% | — | +81.36% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.76% | -0.13% | -3.61% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.59% | — | +1.50% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.52% | — | +97.51% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.28% | -0.06% | -0.38% | |
| 14 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 2.06% | — | -10.45% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.06% | -0.20% | -1.72% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.00% | -0.07% | +3.60% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | -0.47% | -2.27% | |
| 18 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.92% | -0.03% | -34.17% | |
| 19 | AZO | Autozone INC | 股票-周期性消费 | 1.92% | — | -0.34% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.89% | -0.24% | -1.16% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.70% | -0.15% | -0.11% | |
| 22 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.56% | -0.40% | -0.88% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.40% | -0.08% | -3.68% | |
| 24 | WMT | Walmart INC | 股票-非周期性消费 | 1.37% | +0.17% | -0.04% | |
| 25 | XLE | Ss Energy Select Sector | ETF-其他 | 1.14% | +0.25% | -3.32% | |
| 26 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 1.09% | — | -31.03% | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 1.05% | — | +0.79% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.01% | — | -3.22% | |
| 29 | DDLS | Wisdmtre Dy Int Smlcap Ef-us | ETF-其他 | 0.99% | — | +6.30% | |
| 30 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.89% | +0.16% | +23.68% | |
| 31 | CI | THE Cigna Group | 股票-医疗保健 | 0.84% | — | -1.86% | |
| 32 | RTX | Rtx CORP | 股票-工业 | 0.83% | +0.06% | +0.08% | |
| 33 | FXI | Ishares China Large-cap ETF | ETF-新兴市场 | 0.78% | -0.04% | — | |
| 34 | XLF | Ss Financial Select Sector | ETF-其他 | 0.70% | -0.06% | -3.85% | |
| 35 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.65% | -0.10% | -0.75% | |
| 36 | XLB | Ss Materials Select Sector | ETF-其他 | 0.57% | — | -3.91% | |
| 37 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 0.54% | +0.26% | +164.46% | |
| 38 | GD | General Dynamics CORP | 股票-工业 | 0.53% | — | -4.75% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工业 | 0.52% | +0.12% | -3.52% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.48% | -0.09% | +0.51% | |
| 41 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.48% | — | -41.58% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.45% | — | -3.13% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | +0.15% | -0.21% | |
| 44 | EBAY | Ebay INC | 股票-周期性消费 | 0.37% | — | -2.19% | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.33% | — | -4.22% | |
| 46 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 0.31% | — | — | |
| 47 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.31% | -0.08% | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.28% | — | -1.11% | |
| 49 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.25% | — | -0.05% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.24% | — | -1.79% |