CIK: 0001992972
申报总市值
US$2.1亿
| # | 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 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 17.53% | -0.92% | +8.44% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.67% | +1.75% | +0.62% | |
| 3 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-其他 | 5.11% | — | +20.28% | |
| 4 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 4.24% | -0.29% | +38.62% | |
| 5 | BBIN | JPM Betabuilders Intl Eqty | ETF-其他 | 4.02% | -0.35% | -28.29% | |
| 6 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 3.91% | -1.26% | +10.35% | |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 3.56% | +0.33% | -3.35% | |
| 8 | JEMA | Jpmorgan Activebuilders Emer | ETF-其他 | 3.18% | — | -15.80% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.84% | — | -43.60% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 2.80% | — | +1.67% | |
| 11 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 2.56% | +0.16% | +1.30% | |
| 12 | JPIE | Jpmorgan Income ETF | ETF-其他 | 2.07% | -0.32% | +6.99% | |
| 13 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 1.96% | — | +15.39% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.93% | — | — | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.90% | -3.64% | +492.93% | |
| 16 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-其他 | 1.85% | -0.30% | +1.57% | |
| 17 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-其他 | 1.33% | — | -4.76% | |
| 18 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 1.32% | — | -4.88% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.30% | — | +69.43% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | +0.14% | -0.85% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.07% | +0.08% | -3.13% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.07% | +0.18% | +18.60% | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 1.04% | — | -3.26% | |
| 24 | DFIV | Dimensional International Va | ETF-其他 | 0.97% | — | -1.02% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.95% | -0.16% | -0.53% | |
| 26 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.83% | — | +220.78% | |
| 27 | BBEU | Jpmorgan Betabuilders Europe | ETF-其他 | 0.77% | — | -3.21% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | — | +15.34% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.75% | — | -10.84% | |
| 30 | DXCM | Dexcom INC | 股票-医疗保健 | 0.72% | — | +78.10% | |
| 31 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 0.72% | — | +2.44% | |
| 32 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 0.70% | — | +7.52% | |
| 33 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.70% | — | -3.85% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | — | -0.61% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.65% | — | +4.64% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.61% | — | -5.02% | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 0.59% | — | +902.99% | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.59% | — | +0.57% | |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.58% | — | -5.05% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.56% | — | +264.41% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.54% | — | -0.48% | |
| 42 | CPB | THE Campbell's Company | 股票-非周期性消费 | 0.53% | — | — | |
| 43 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 0.51% | — | -49.14% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.50% | -0.25% | -1.28% | |
| 45 | WMT | Walmart INC | 股票-非周期性消费 | 0.50% | +0.08% | -2.10% | |
| 46 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 0.46% | — | +17.81% | |
| 47 | PFE | Pfizer INC | 股票-医疗保健 | 0.43% | — | -23.60% | |
| 48 | TNDM | Tandem Diabetes Care INC | 股票-其他 | 0.41% | -0.15% | EXIT | |
| 49 | ENPH | Enphase Energy INC | 股票-科技 | 0.40% | — | +18.18% | |
| 50 | MDB | Mongodb INC | 股票-科技 | 0.40% | -0.12% | EXIT |