CIK: 0001891240
申报总市值
US$3.9亿
仅显示前 200 大持股（共 258 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 | 4.16% | +0.08% | +2.10% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.83% | -0.14% | +0.69% | |
| 3 | CAT | Caterpillar INC | 股票-工业 | 3.74% | +1.68% | -0.16% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.04% | -0.64% | -9.87% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 2.68% | — | +3.44% | |
| 6 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-其他 | 1.92% | — | +3.48% | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.91% | — | +0.85% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.71% | -0.06% | -3.42% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.69% | +0.03% | +6.32% | |
| 10 | FLRT | Pacer Aristotle Pacific Floa | ETF-其他 | 1.63% | — | -10.38% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.63% | -0.60% | +4.47% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.53% | +0.06% | +8.01% | |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.45% | — | +2.24% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.45% | -0.02% | -6.77% | |
| 15 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 1.35% | +0.01% | +2.40% | |
| 16 | RDFI | Rareview Dynamic Fixed Incom | ETF-其他 | 1.30% | -0.12% | +16.43% | |
| 17 | SLV | Ishares Silver Trust | ETF-避险与商品 | 1.23% | -0.83% | +9.82% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.20% | +0.04% | -4.05% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.19% | +0.32% | +1.74% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.13% | — | +10.52% | |
| 21 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.12% | — | +3.28% | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.06% | -0.32% | -9.24% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.96% | +0.05% | +8.09% | |
| 24 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.91% | — | +1.88% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.89% | — | -1.09% | |
| 26 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-其他 | 0.87% | — | -3.03% | |
| 27 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-其他 | 0.86% | — | -1.45% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | — | -1.98% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.86% | — | +1.79% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.83% | — | +3.08% | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.83% | — | +3.12% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.79% | — | +0.99% | |
| 33 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.76% | — | +1.85% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | — | +4.03% | |
| 35 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.70% | -0.23% | -2.08% | |
| 36 | YYY | Amplify Cef High Income ETF | ETF-其他 | 0.70% | — | +2.99% | |
| 37 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.67% | +0.18% | +5.16% | |
| 38 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-其他 | 0.66% | -0.23% | — | |
| 39 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.66% | — | +7.35% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.64% | — | +8.02% | |
| 41 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.63% | — | +36.30% | |
| 42 | ZDEK | Inno Equ Def Pro ETF - 1 De | ETF-其他 | 0.58% | -0.17% | EXIT | |
| 43 | BND | Vanguard Total Bond Market | ETF-其他 | 0.55% | — | +8.77% | |
| 44 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-其他 | 0.54% | — | +0.96% | |
| 45 | XAWFX | Alliancebernstein Gl Hi INC | 股票-其他 | 0.54% | — | +0.43% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.53% | — | — | |
| 47 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.51% | — | +2.86% | |
| 48 | KR | Kroger Co | 股票-非周期性消费 | 0.50% | — | +0.86% | |
| 49 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.49% | — | +0.90% | |
| 50 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 0.48% | — | -0.09% |