CIK: 0001765690
申报总市值
US$12.9亿
仅显示前 200 大持股（共 494 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 5.60% | -0.67% | +9.43% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 3.06% | +0.12% | +8.12% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 2.91% | — | +4.09% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.81% | +0.33% | +29.61% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.52% | -0.19% | +1.22% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.21% | -0.47% | +5.15% | |
| 7 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 2.09% | — | +14.39% | |
| 8 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 2.04% | +0.04% | +14.45% | |
| 9 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 2.00% | — | +11.83% | |
| 10 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 1.95% | — | +14.14% | |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 1.93% | — | +12.29% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 1.84% | -0.22% | -4.57% | |
| 13 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 1.81% | +0.03% | +14.45% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.77% | — | +1.72% | |
| 15 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 1.75% | +0.05% | +21.23% | |
| 16 | JPEF | Jpmorgan Equity Focus ETF | ETF-其他 | 1.38% | -0.16% | -1.69% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.26% | — | -0.61% | |
| 18 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.07% | -0.18% | -23.08% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.04% | +0.50% | +43.82% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.93% | -0.33% | +28.52% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.93% | +0.14% | -2.63% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.86% | — | -3.29% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.84% | — | -5.58% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.82% | — | +4.22% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | — | -0.66% | |
| 26 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.77% | +0.07% | +0.78% | |
| 27 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.77% | -0.17% | -10.41% | |
| 28 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股与成长 | 0.73% | +0.07% | +3.73% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.72% | — | +16.61% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.71% | — | +4.15% | |
| 31 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.70% | — | -1.81% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.67% | — | -1.00% | |
| 33 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.66% | -0.09% | -33.53% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.65% | — | -1.94% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.59% | — | +0.83% | |
| 36 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 0.58% | -0.08% | +4.96% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | — | +2.09% | |
| 38 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.52% | -0.09% | -0.14% | |
| 39 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.49% | — | -16.77% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.48% | — | +20.65% | |
| 41 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.48% | — | +36.33% | |
| 42 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 0.47% | — | +0.27% | |
| 43 | AVGO | Broadcom INC | 股票-科技 | 0.47% | — | +5.68% | |
| 44 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.45% | +0.16% | +20.91% | |
| 45 | TSLA | Tesla INC | 股票-周期性消费 | 0.44% | -0.09% | +4.39% | |
| 46 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.42% | +0.28% | +65.41% | |
| 47 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.42% | — | -1.67% | |
| 48 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.41% | +0.18% | +35.59% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.41% | — | -1.27% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | +0.12% | -0.40% |