CIK: 0001785498
申报总市值
US$4.9亿
仅显示前 200 大持股（共 218 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 | FLBL | Franklin Senior Loan ETF | ETF-其他 | 8.62% | — | +80.82% | |
| 2 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 7.17% | -0.09% | — | |
| 3 | HEQT | Simplify Hedged Equity ETF | ETF-其他 | 5.66% | -3.48% | EXIT | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 5.63% | +0.40% | +6.40% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 5.33% | +0.25% | -1.21% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.72% | — | -1.81% | |
| 7 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 3.77% | — | +7.63% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.65% | -0.29% | -0.99% | |
| 9 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 2.99% | +0.71% | -0.29% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.70% | +1.79% | -15.28% | |
| 11 | TPYP | Tortoise North American Pipeline Fund | 股票-其他 | 2.29% | — | -0.57% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.76% | -0.50% | +0.89% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.40% | -0.16% | +0.94% | |
| 14 | DEXC | Dimensional Em Ex Cce ETF | ETF-其他 | 1.39% | +0.05% | -33.29% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.24% | -0.23% | -1.73% | |
| 16 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 1.18% | +0.20% | -0.84% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.10% | +0.31% | +5.12% | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 1.09% | — | +0.65% | |
| 19 | VDE | Vanguard Energy ETF | ETF-其他 | 1.05% | — | -1.33% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.04% | -0.23% | +0.13% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.99% | -0.15% | -0.38% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.98% | -0.11% | +19.85% | |
| 23 | HD | Home Depot INC | 股票-周期性消费 | 0.80% | — | -0.11% | |
| 24 | PM | Philip Morris International | 股票-非周期性消费 | 0.77% | — | +6.81% | |
| 25 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.72% | -0.09% | — | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.68% | -0.14% | +3.08% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.66% | +0.22% | -0.39% | |
| 28 | USB | US Bancorp | 股票-金融 | 0.65% | — | -4.13% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | — | -1.55% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | — | -0.86% | |
| 31 | QCOM | Qualcomm INC | 股票-科技 | 0.58% | -0.14% | +1.39% | |
| 32 | T | At&t INC | 股票-通信服务 | 0.56% | +0.07% | -4.19% | |
| 33 | SYK | Stryker CORP | 股票-医疗保健 | 0.54% | — | -0.03% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.53% | — | +1.17% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.53% | — | +20.25% | |
| 36 | ELV | Elevance Health INC | 股票-医疗保健 | 0.52% | — | -0.31% | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.51% | +0.07% | +2.09% | |
| 38 | RTX | Rtx CORP | 股票-工业 | 0.50% | — | -0.46% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.48% | — | +5.34% | |
| 40 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.48% | -0.25% | — | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.48% | -0.13% | +3.00% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.48% | — | -4.17% | |
| 43 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.45% | — | +10.47% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.44% | -0.08% | -1.36% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.42% | — | +0.71% | |
| 46 | MO | Altria Group INC | 股票-非周期性消费 | 0.40% | — | +6.74% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.40% | — | -0.51% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.40% | +0.05% | +1.04% | |
| 49 | AMGN | Amgen INC | 股票-医疗保健 | 0.36% | — | +8.80% | |
| 50 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.36% | — | -42.54% |