CIK: 0001799284
申报总市值
US$3.6亿
仅显示前 200 大持股（共 233 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.94% | -0.04% | +2.38% | |
| 2 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 5.62% | — | -3.89% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.53% | -0.02% | -9.91% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 4.26% | — | +7.55% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 4.26% | -0.48% | -15.45% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.02% | — | -15.12% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.27% | -0.54% | +13.91% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.82% | — | +574.73% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.78% | — | -49.23% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.72% | — | — | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.60% | -0.15% | +446.45% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.40% | — | -43.27% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.97% | — | +144.00% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.93% | — | -50.35% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.91% | — | +284.14% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.88% | — | +2.05% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.83% | — | -43.21% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.78% | — | +116.24% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.71% | — | -50.85% | |
| 20 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.64% | — | +540.16% | |
| 21 | XLF | Ss Financial Select Sector | ETF-其他 | 1.51% | +0.27% | — | |
| 22 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.49% | — | +235.60% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.46% | -0.47% | — | |
| 24 | DOCU | Docusign INC | 股票-科技 | 1.45% | — | -1.14% | |
| 25 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 1.44% | -0.18% | — | |
| 26 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.34% | — | -2.88% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 1.28% | -0.41% | +39.85% | |
| 28 | MNA | Nyli Merger Arbitrage ETF | ETF-其他 | 1.24% | — | — | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.18% | +0.27% | -3.65% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.11% | -0.17% | +557.26% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.05% | -0.31% | +12.14% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.97% | -0.16% | — | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.89% | — | -25.43% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.83% | — | +190.99% | |
| 35 | ABBV | Abbvie INC | 股票-医疗保健 | 0.82% | — | +46.94% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.80% | — | +169.05% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.73% | -0.05% | +11.24% | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.71% | — | — | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.70% | — | +72.90% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | -0.08% | +139.45% | |
| 41 | TGT | Target CORP | 股票-周期性消费 | 0.68% | — | +50.76% | |
| 42 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.68% | — | +48.94% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.65% | +0.17% | +42.76% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.65% | — | -38.17% | |
| 45 | PFE | Pfizer INC | 股票-医疗保健 | 0.61% | — | +67.59% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.58% | +0.13% | +59.13% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.58% | — | +71.90% | |
| 48 | UPS | United Parcel Service-cl B | 股票-工业 | 0.55% | — | +51.98% | |
| 49 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.53% | — | -58.71% | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.53% | — | -56.50% |