CIK: 0001849348
申报总市值
US$6.5亿
仅显示前 200 大持股（共 290 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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 5.79% | -0.46% | +2.19% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.49% | -0.03% | +0.19% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.09% | -0.20% | +944.58% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 2.74% | -0.03% | +136.29% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.70% | -0.19% | +0.90% | |
| 6 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 2.16% | — | +22.95% | |
| 7 | DJUL | Ft Vest US Equity Deep Buffe | ETF-其他 | 1.94% | — | -29.79% | |
| 8 | MARM | Ftvestus Max Buff ETF March | ETF-其他 | 1.91% | — | +352.55% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.90% | -0.08% | -0.68% | |
| 10 | SKYY | First Trust Cloud Computing | ETF-其他 | 1.78% | -0.42% | -0.46% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.55% | -0.17% | -0.47% | |
| 12 | SEIX | Virtus Seix Senior Loan ETF | ETF-其他 | 1.51% | +0.07% | +19.00% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.46% | — | +10.96% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.42% | +0.11% | +7.31% | |
| 15 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.29% | — | +15.99% | |
| 16 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 1.26% | — | +19.91% | |
| 17 | TSLA | Tesla INC | 股票-周期性消费 | 1.22% | -0.14% | -5.22% | |
| 18 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.19% | -0.05% | +10.98% | |
| 19 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.06% | — | -4.74% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.04% | -0.08% | +0.93% | |
| 21 | FMAR | Ft Vest US Equity Buffer ETF | ETF-其他 | 1.03% | — | — | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.01% | -0.19% | -0.67% | |
| 23 | TRMK | Trustmark CORP | 股票-其他 | 1.00% | — | — | |
| 24 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-其他 | 0.98% | — | -0.03% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.97% | — | +16.83% | |
| 26 | EDOW | First Trust Dow 30 Eql Wght | ETF-其他 | 0.92% | — | -7.64% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.92% | — | -3.96% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.90% | — | +0.75% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.88% | — | +9.44% | |
| 30 | EELV | Invesco S&p Emerging Markets | ETF-新兴市场 | 0.83% | — | +18.26% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.82% | -0.06% | +272.92% | |
| 32 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.82% | — | +16.90% | |
| 33 | GSST | Goldman Sachs Ultra Short Bo | ETF-避险与商品 | 0.78% | — | +26.45% | |
| 34 | BA | Boeing Co/the | 股票-工业 | 0.75% | -0.08% | -0.67% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.71% | -0.15% | +1.67% | |
| 36 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-科技型 | 0.70% | — | — | |
| 37 | CAT | Caterpillar INC | 股票-工业 | 0.64% | +0.07% | -2.13% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.61% | -0.08% | +1.28% | |
| 39 | NAC | Nuveen Ca Qlty Muni INC | 股票-其他 | 0.61% | — | +0.63% | |
| 40 | AVGO | Broadcom INC | 股票-科技 | 0.60% | — | +0.28% | |
| 41 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 0.58% | — | +25.00% | |
| 42 | QWLD | State Street Spdr Msci World | ETF-其他 | 0.57% | — | +13.16% | |
| 43 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.55% | — | +14.28% | |
| 44 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.53% | — | +14.99% | |
| 45 | MUC | Blackrock Munihold Ca Qlty | 股票-其他 | 0.53% | — | +0.01% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | +0.41% | |
| 47 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.52% | — | +9.80% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.51% | -0.06% | +19.49% | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.50% | — | +0.93% | |
| 50 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.50% | — | +8.48% |