CIK: 0001801720
申报总市值
US$5.6亿
仅显示前 200 大持股（共 1440 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 | 4.82% | — | -0.56% | |
| 2 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 3.85% | +0.04% | -0.48% | |
| 3 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-其他 | 3.40% | — | -0.12% | |
| 4 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 3.02% | +0.06% | -3.34% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.96% | +0.19% | +4.62% | |
| 6 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 2.95% | +0.03% | +3.11% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 2.57% | — | -0.86% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.45% | -0.56% | +0.58% | |
| 9 | FICS | Ft International Dev Cap Str | ETF-其他 | 1.81% | — | +5.48% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.66% | +0.12% | +1.40% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.54% | — | -2.22% | |
| 12 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.52% | — | -4.04% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.51% | — | -6.87% | |
| 14 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.43% | — | +1.06% | |
| 15 | FPEI | First Trust Institutional Pr | ETF-其他 | 1.41% | — | -5.23% | |
| 16 | JIG | Jpmorgan International Growt | ETF-其他 | 1.34% | — | +0.63% | |
| 17 | BSMR | Invesco Bulletshares 2027 Mb | ETF-其他 | 1.33% | +0.11% | +8.56% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 1.28% | -0.15% | +1.94% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.27% | -0.11% | +2.34% | |
| 20 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.24% | — | +2.63% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.18% | -0.13% | +1.91% | |
| 22 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.13% | — | -3.85% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.06% | — | +2.81% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.05% | +0.38% | -2.14% | |
| 25 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.99% | +0.03% | -0.60% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.97% | -0.08% | -0.19% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.90% | -0.11% | +0.07% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.90% | +0.23% | +0.65% | |
| 29 | BSMS | Invesco Bulletshares 2028 Mb | ETF-其他 | 0.89% | -0.28% | +16.12% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.80% | — | -0.33% | |
| 31 | DWM | Wisdomtree International Equ | ETF-其他 | 0.76% | +0.03% | +8.62% | |
| 32 | ABBV | Abbvie INC | 股票-医疗保健 | 0.67% | — | +1.00% | |
| 33 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.64% | -0.12% | -7.44% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.60% | +0.18% | -8.37% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.57% | -0.06% | -2.06% | |
| 36 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-其他 | 0.54% | +0.27% | +23.44% | |
| 37 | QGRO | American Century US Quality | ETF-其他 | 0.52% | — | +28.05% | |
| 38 | CI | THE Cigna Group | 股票-医疗保健 | 0.52% | — | -0.85% | |
| 39 | BSMT | Invesco Bulletshares 2029 Mb | ETF-其他 | 0.51% | — | +0.90% | |
| 40 | BSMU | Invesco Bulletshares 2030 Mb | ETF-其他 | 0.51% | -0.07% | +6.18% | |
| 41 | EFAD | Proshares Eafe Dvd Growers | ETF-其他 | 0.51% | +0.17% | +26.47% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.50% | -0.13% | — | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.49% | -0.10% | — | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.48% | +0.06% | -0.23% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.48% | — | -8.86% | |
| 46 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.48% | +0.14% | +35.88% | |
| 47 | BSMV | Invesco Bulletshares 2031 Mb | ETF-其他 | 0.48% | -0.09% | +2.47% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.47% | — | +1.39% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.45% | — | -0.09% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.45% | — | -0.37% |