CIK: 0001912202
申报总市值
US$13.8亿
仅显示前 200 大持股（共 286 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 | AFRM | Affirm Holdings INC | 股票-金融 | 8.76% | -1.91% | -7.35% | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 5.79% | -0.44% | -44.43% | |
| 3 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 5.56% | -0.76% | -24.30% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 4.09% | -0.39% | -44.91% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.95% | +0.49% | -57.06% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 3.77% | -0.11% | -42.53% | |
| 7 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 3.07% | -0.40% | -11.66% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.63% | -0.26% | -31.21% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.55% | -0.24% | -42.21% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.00% | +0.30% | -57.65% | |
| 11 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 1.85% | -0.25% | -33.28% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.37% | +0.50% | -56.92% | |
| 13 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-其他 | 1.37% | -1.71% | -53.17% | |
| 14 | BLK | Blackrock INC | 股票-金融 | 1.21% | — | -9.42% | |
| 15 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.20% | -0.15% | -34.54% | |
| 16 | HON | Honeywell International INC | 股票-工业 | 1.17% | +0.32% | -1.36% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.11% | -0.30% | -59.31% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.11% | — | -3.63% | |
| 19 | IXJ | Ishares Global Healthcare Et | ETF-其他 | 1.06% | -0.23% | -34.17% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.01% | — | -14.97% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.00% | — | -4.49% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.99% | — | -50.73% | |
| 23 | FLCH | Franklin Ftse China ETF | ETF-新兴市场 | 0.96% | -0.16% | -8.85% | |
| 24 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.93% | +0.51% | -60.17% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | — | -48.69% | |
| 26 | SBAC | Sba Communications CORP | 股票-房地产 | 0.91% | — | -0.37% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.89% | — | -26.08% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | — | -16.12% | |
| 29 | CEMB | Ishares Jp Morgan Em Corpora | ETF-其他 | 0.74% | +0.39% | -39.94% | |
| 30 | GCC | Wisdomtree Enhanced Commodit | ETF-其他 | 0.71% | — | -38.54% | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.70% | -0.11% | -53.48% | |
| 32 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.67% | -0.48% | EXIT | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.65% | — | +0.08% | |
| 34 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.63% | — | -0.86% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | — | -47.68% | |
| 36 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.58% | — | +1.00% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.57% | — | -34.46% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.55% | — | -8.93% | |
| 39 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.52% | — | +9.40% | |
| 40 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-其他 | 0.51% | — | -0.85% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.49% | — | -0.32% | |
| 42 | AVGO | Broadcom INC | 股票-科技 | 0.45% | — | -33.74% | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.44% | +0.09% | -44.34% | |
| 44 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.40% | — | -18.23% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.40% | — | -14.02% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.40% | — | -49.94% | |
| 47 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.40% | — | -57.73% | |
| 48 | LEMB | Ishares Jp Morgan Em Local C | ETF-其他 | 0.40% | +0.51% | -42.12% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.39% | — | -52.07% | |
| 50 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.39% | — | -13.96% |