CIK: 0001912202
申报总市值
US$13.8亿
仅显示前 200 大持股（共 348 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 | JNJ | Johnson & Johnson | 股票-医疗保健 | 7.53% | +0.49% | +0.83% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 6.34% | -0.44% | +1.04% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 4.59% | -0.39% | +16.63% | |
| 4 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 4.35% | -0.76% | +1.95% | |
| 5 | AFRM | Affirm Holdings INC | 股票-金融 | 4.12% | -1.91% | -3.39% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 3.65% | -0.11% | +3.46% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.96% | -0.24% | -1.70% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.95% | +0.30% | +10.47% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.35% | -0.26% | -8.87% | |
| 10 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 2.05% | -0.25% | +4.81% | |
| 11 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-其他 | 1.85% | -1.71% | +4.56% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.80% | +0.15% | +17.08% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.76% | — | +1.72% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.72% | +0.50% | +17.15% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.69% | -0.30% | +20.58% | |
| 16 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.68% | -0.40% | +12.33% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.42% | -0.11% | +234.55% | |
| 18 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 1.41% | +0.51% | +20.72% | |
| 19 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 1.32% | -0.11% | +126.88% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.23% | — | +0.27% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | — | +36.73% | |
| 22 | SBAC | Sba Communications CORP | 股票-房地产 | 0.91% | — | -3.83% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.87% | — | -6.44% | |
| 24 | CEMB | Ishares Jp Morgan Em Corpora | ETF-其他 | 0.74% | +0.39% | +6.13% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.73% | -0.11% | -1.63% | |
| 26 | IXJ | Ishares Global Healthcare Et | ETF-其他 | 0.71% | -0.23% | +6.36% | |
| 27 | QHY | Wisdomtree US High Yield Cor | ETF-非投资级债 | 0.69% | — | +5.02% | |
| 28 | GCC | Wisdomtree Enhanced Commodit | ETF-其他 | 0.68% | — | +2.93% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.66% | — | -1.60% | |
| 30 | BLKCHF | Blackrock INC | 股票-其他 | 0.66% | — | -33.15% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.59% | — | +29.91% | |
| 32 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.54% | — | -0.14% | |
| 33 | FLCH | Franklin Ftse China ETF | ETF-新兴市场 | 0.52% | -0.16% | -0.25% | |
| 34 | ✓ | Ecarx Holdings INC | 股票-其他 | 0.48% | — | -1.50% | |
| 35 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.48% | — | -6.22% | |
| 36 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.47% | -0.48% | EXIT | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.46% | — | +28.59% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.46% | — | +13.64% | |
| 39 | FLQM | Franklin U.s. Mid Cap Multif | ETF-其他 | 0.43% | — | +52.23% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | +0.10% | +3.77% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.43% | — | -5.25% | |
| 42 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.41% | — | -15.49% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.40% | — | -3.14% | |
| 44 | ABBV | Abbvie INC | 股票-医疗保健 | 0.40% | — | +6.95% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.40% | — | +0.09% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.40% | — | +17.48% | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.40% | +0.09% | -63.39% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.39% | — | +2.84% | |
| 49 | CCI | Crown Castle INC | 股票-房地产 | 0.39% | — | +0.35% | |
| 50 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.38% | — | -4.59% |