CIK: 0001807283
申报总市值
US$5.1亿
仅显示前 200 大持股（共 868 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 | 10.72% | -0.35% | +10.61% | |
| 2 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 5.92% | — | -0.83% | |
| 3 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.34% | -0.43% | -5.35% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 5.20% | +0.21% | +2.96% | |
| 5 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 3.83% | +0.20% | +5.65% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.80% | -0.25% | -0.74% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.90% | +0.49% | +19.65% | |
| 8 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.54% | -0.40% | +0.22% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.46% | -0.24% | +0.71% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.40% | — | +1.30% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.31% | +0.14% | +5.57% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.29% | -0.47% | +0.76% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.02% | — | -1.81% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 2.00% | +0.15% | +4.86% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.98% | -0.20% | +1.88% | |
| 16 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.88% | +0.26% | +18.44% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.82% | -0.13% | -12.39% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.81% | -0.15% | +2.18% | |
| 19 | AZO | Autozone INC | 股票-周期性消费 | 1.78% | — | +0.58% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.76% | -0.06% | +0.99% | |
| 21 | WMT | Walmart INC | 股票-非周期性消费 | 1.33% | +0.17% | +1.57% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.26% | +0.16% | +4.09% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.26% | -0.08% | -8.13% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.20% | -0.09% | +105.79% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.17% | -0.07% | -0.32% | |
| 26 | DDLS | Wisdmtre Dy Int Smlcap Ef-us | ETF-其他 | 1.05% | — | +5.71% | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.00% | -0.05% | +6.45% | |
| 28 | ✓ | Ishares Ibonds Oct 2025 Term Tips ETF | ETF-其他 | 0.98% | — | +12.15% | |
| 29 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.93% | -0.17% | +99.38% | |
| 30 | RTX | Rtx CORP | 股票-工业 | 0.90% | +0.06% | +3.02% | |
| 31 | UBER | Uber Technologies INC | 股票-工业 | 0.87% | -0.10% | +12.60% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.86% | -0.24% | +303.99% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.84% | — | -9.68% | |
| 34 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.83% | — | -2.99% | |
| 35 | IBHF | Ishares Ibond 2026 Hy & INC | ETF-其他 | 0.82% | — | +16.49% | |
| 36 | FXI | Ishares China Large-cap ETF | ETF-新兴市场 | 0.78% | -0.04% | +6.80% | |
| 37 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.78% | — | -5.10% | |
| 38 | AVGO | Broadcom INC | 股票-科技 | 0.76% | -0.07% | +461.72% | |
| 39 | IBIC | Ishares Ibonds Oct 2026 Tt | ETF-其他 | 0.75% | — | +18.32% | |
| 40 | XLE | Ss Energy Select Sector | ETF-其他 | 0.74% | +0.25% | -9.86% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | -0.08% | +279.30% | |
| 42 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.65% | -0.09% | +29.04% | |
| 43 | NFLX | Netflix INC | 股票-通信服务 | 0.57% | — | +18.51% | |
| 44 | GD | General Dynamics CORP | 股票-工业 | 0.54% | — | +1.05% | |
| 45 | XLF | Ss Financial Select Sector | ETF-其他 | 0.53% | -0.06% | -12.90% | |
| 46 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.49% | — | +11.74% | |
| 47 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.48% | -0.10% | -1.04% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.46% | +0.12% | -1.71% | |
| 49 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.43% | +0.05% | +3.51% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.42% | +0.22% | +1240.95% |