CIK: 0001799284
申报总市值
US$3.6亿
仅显示前 200 大持股（共 354 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 | IAU | Ishares Gold Trust | ETF-避险与商品 | 6.36% | — | -1.98% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 3.83% | -0.55% | -14.32% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.15% | -0.02% | -0.52% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.02% | -0.31% | -9.23% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.93% | -0.07% | +1.83% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.85% | -0.15% | -11.56% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.71% | -0.54% | -17.83% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.29% | -0.08% | -1.14% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.22% | — | -0.92% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.98% | -0.48% | -24.36% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.89% | — | +8.07% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.88% | — | -2.67% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.80% | -0.04% | -2.28% | |
| 14 | CAT | Caterpillar INC | 股票-工业 | 1.79% | +0.38% | -5.16% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.72% | — | -0.47% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.67% | -0.41% | -20.86% | |
| 17 | PANW | Palo Alto Networks INC | 股票-科技 | 1.64% | -0.40% | -10.87% | |
| 18 | FESM | Fidelity Enhanced Small Cap | ETF-中小型股 | 1.57% | +0.27% | +20.00% | |
| 19 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 1.56% | -0.18% | -8.86% | |
| 20 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 1.54% | +0.18% | +98.98% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.52% | +0.21% | +0.34% | |
| 22 | ABBV | Abbvie INC | 股票-医疗保健 | 1.51% | — | -1.42% | |
| 23 | BX | Blackstone INC | 股票-金融 | 1.49% | -0.23% | +3.40% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.42% | — | -4.86% | |
| 25 | JIVE | JPM Interntl Value ETF | ETF-其他 | 1.40% | +1.13% | — | |
| 26 | UBER | Uber Technologies INC | 股票-工业 | 1.38% | -0.09% | -4.33% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.35% | +0.27% | +9.74% | |
| 28 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 1.33% | +0.50% | -3.51% | |
| 29 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.29% | -0.40% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.29% | -0.09% | -4.09% | |
| 31 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.22% | — | +4.19% | |
| 32 | CRM | Salesforce INC | 股票-科技 | 1.09% | -0.22% | +8.90% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.08% | +0.18% | +43.48% | |
| 34 | VST | Vistra CORP | 股票-公用事业 | 1.06% | — | +7.91% | |
| 35 | MA | Mastercard INC - A | 股票-金融 | 1.05% | -0.05% | +4.85% | |
| 36 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 1.01% | -0.44% | -17.20% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.00% | +0.17% | +13.92% | |
| 38 | HD | Home Depot INC | 股票-周期性消费 | 0.96% | — | +6.87% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.96% | — | +72.69% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.94% | +0.55% | +11.43% | |
| 41 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.91% | -0.06% | -2.09% | |
| 42 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.88% | — | +2.86% | |
| 43 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.85% | -0.30% | -31.80% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.81% | +0.47% | +67.35% | |
| 45 | XLF | Ss Financial Select Sector | ETF-其他 | 0.79% | +0.27% | +168.47% | |
| 46 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.79% | +0.56% | +24.93% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.78% | -0.47% | -45.19% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.76% | — | +36.37% | |
| 49 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.72% | — | -1.39% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.72% | — | +1.95% |