CIK: 0001891240
申报总市值
US$3.9亿
仅显示前 200 大持股（共 214 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 4.67% | +0.08% | +5.14% | |
| 2 | CAT | Caterpillar INC | 股票-工业 | 4.14% | +1.68% | +0.07% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.69% | -0.14% | -3.30% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 2.88% | — | -2.54% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.82% | -0.64% | +0.08% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.18% | -0.06% | -2.10% | |
| 7 | CVX | Chevron CORP | 股票-能源 | 2.05% | -0.60% | +1.98% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.04% | -0.02% | +0.82% | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 2.03% | — | -4.23% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.72% | — | -4.82% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.63% | — | -14.43% | |
| 12 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-其他 | 1.55% | — | +1.87% | |
| 13 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 1.54% | +0.01% | +0.63% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.48% | +0.03% | +13.80% | |
| 15 | FLRT | Pacer Aristotle Pacific Floa | ETF-其他 | 1.39% | — | +439.51% | |
| 16 | XLE | Ss Energy Select Sector | ETF-其他 | 1.32% | — | +3.24% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.30% | +0.04% | +3.98% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.28% | +0.06% | +995.06% | |
| 19 | RISR | Foliobe Altr In&in H Etf-usd | ETF-其他 | 1.17% | — | — | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.12% | — | +2.17% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.06% | +0.32% | +3.05% | |
| 22 | USRT | Ishares Core US Reit ETF | ETF-其他 | 1.01% | — | -3.71% | |
| 23 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-其他 | 1.00% | — | -0.02% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.98% | — | +19.19% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.97% | — | +0.99% | |
| 26 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.96% | -0.83% | -11.60% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.96% | — | +1.45% | |
| 28 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-其他 | 0.91% | — | +37.90% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | — | +0.21% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.88% | +0.05% | +0.38% | |
| 31 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.85% | — | +1.21% | |
| 32 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.85% | -0.32% | -9.19% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.79% | — | -58.97% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.75% | — | -23.17% | |
| 35 | YYY | Amplify Cef High Income ETF | ETF-其他 | 0.75% | — | +6.71% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.71% | — | -0.49% | |
| 37 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.71% | — | +6.71% | |
| 38 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.66% | — | +16.20% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | — | +0.87% | |
| 40 | HTAB | Hartford Schroders Tax Aware | ETF-其他 | 0.64% | — | +2.31% | |
| 41 | BND | Vanguard Total Bond Market | ETF-其他 | 0.62% | — | -2.29% | |
| 42 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.62% | +0.18% | -14.75% | |
| 43 | XAWFX | Alliancebernstein Gl Hi INC | 股票-其他 | 0.57% | — | +6.47% | |
| 44 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 股票-其他 | 0.51% | — | +10.24% | |
| 45 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.51% | -0.23% | +1.83% | |
| 46 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-其他 | 0.51% | — | -0.96% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.51% | — | -0.08% | |
| 48 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.50% | — | -5.74% | |
| 49 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.50% | — | +0.60% | |
| 50 | LGLV | Spdr US Lc Low Vol Idx | ETF-其他 | 0.49% | — | -4.24% |