CIK: 0001830819
申报总市值
US$264.3亿
仅显示前 200 大持股（共 2269 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 | AAPL | Apple INC | 股票-科技 | 3.50% | -0.15% | +6.08% | |
| 2 | PH | Parker Hannifin CORP | 股票-工业 | 2.33% | — | -0.39% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.13% | -0.09% | +5.95% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.13% | -0.44% | +6.30% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.64% | +0.07% | +14.28% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.54% | — | +124.38% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.48% | — | +5.92% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.36% | +0.11% | +1.00% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.31% | — | +11.08% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.08% | — | +5.15% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 0.98% | — | +9.73% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 0.94% | -0.24% | -1.50% | |
| 13 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.91% | — | +17.61% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 0.89% | — | +40.58% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.86% | +0.02% | +10.00% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.82% | +0.06% | -3.40% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.77% | +0.03% | +7.57% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.74% | — | +15.71% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | — | +6.11% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.59% | — | +14.64% | |
| 21 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.58% | +0.15% | -26.70% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.55% | -0.16% | +5.10% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.55% | — | +3.55% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.50% | -0.28% | +75.23% | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.49% | — | +31.55% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.47% | — | +7.33% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.47% | — | +4.14% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | +0.18% | +19.11% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.45% | — | +4.21% | |
| 30 | TSLA | Tesla INC | 股票-周期性消费 | 0.44% | — | +27.51% | |
| 31 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.43% | — | +3.66% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.42% | +0.05% | +3.88% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.41% | — | +4.77% | |
| 34 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.41% | — | -1.48% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.41% | — | +12.16% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.39% | — | +46.73% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.39% | +0.06% | +8.74% | |
| 38 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.39% | — | +41.33% | |
| 39 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.38% | — | +3.59% | |
| 40 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 0.38% | — | +54.44% | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.37% | — | +14.13% | |
| 42 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.37% | — | -16.17% | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.36% | — | +9.04% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.36% | — | -2.39% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.36% | — | +2.11% | |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.36% | -0.13% | +23.93% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | — | +6.35% | |
| 48 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.35% | — | +16.67% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.34% | +0.06% | +7.80% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.33% | — | -0.75% |