CIK: 0001965191
申报总市值
US$1951.1万
仅显示前 200 大持股（共 715 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.38% | — | +8.40% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.59% | +16.81% | NEW | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.71% | -3.35% | +30.77% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.66% | -1.82% | +6.83% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 2.54% | -0.31% | +33.32% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.40% | — | +16.55% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 2.33% | — | +23.53% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.15% | — | +31.75% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.04% | -1.54% | +1.37% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.83% | +1.09% | +0.13% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.81% | — | -3.26% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.72% | — | +8.94% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.67% | — | +0.31% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.56% | — | +12.13% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.54% | — | +22.61% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.45% | -0.52% | +39.49% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.35% | -0.48% | +217.18% | |
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.96% | — | +0.45% | |
| 19 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.95% | — | -3.98% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.87% | — | — | |
| 21 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.87% | — | -0.99% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.86% | — | +0.55% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.76% | — | +184.42% | |
| 24 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.75% | — | +4.52% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.75% | — | -9.86% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.70% | — | +8.32% | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.70% | -0.42% | +0.62% | |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.69% | — | +13.63% | |
| 29 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 0.66% | — | +0.27% | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.57% | — | +23.10% | |
| 31 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.57% | — | +0.84% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | — | |
| 33 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.55% | — | +44.49% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.54% | — | — | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.54% | — | -16.35% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | — | +132.56% | |
| 37 | ROP | Roper Technologies INC | 股票-科技 | 0.52% | — | — | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.51% | — | -71.51% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | — | |
| 40 | PLD | Prologis INC | 股票-房地产 | 0.50% | — | +0.94% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.44% | -0.18% | EXIT | |
| 42 | SILA | Sila Realty Trust INC | 股票-其他 | 0.44% | — | — | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.43% | — | -2.34% | |
| 44 | QCOM | Qualcomm INC | 股票-科技 | 0.42% | — | — | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.41% | — | -1.02% | |
| 46 | DHR | Danaher CORP | 股票-医疗保健 | 0.41% | — | — | |
| 47 | ALL | Allstate CORP | 股票-金融 | 0.38% | — | — | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.38% | — | — | |
| 49 | IEX | Idex CORP | 股票-工业 | 0.37% | — | +1267.24% | |
| 50 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 0.37% | -0.34% | — |