CIK: 0001843581
申报总市值
US$1.1亿
仅显示前 200 大持股（共 213 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 11.54% | -2.17% | -12.79% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 8.74% | -2.99% | -1.55% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-其他 | 5.67% | -1.75% | -7.95% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.89% | — | +32.44% | |
| 5 | JIVE | JPM Interntl Value ETF | ETF-其他 | 4.83% | -0.87% | +5.43% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 4.27% | -0.80% | -2.51% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.05% | -0.99% | -14.65% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.28% | — | -2.03% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.24% | -0.71% | +6.65% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 3.10% | +1.82% | NEW | |
| 11 | FSK | Fs Kkr Capital CORP | 股票-金融 | 2.96% | — | +9.52% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.79% | +1.34% | NEW | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 2.30% | — | -9.31% | |
| 14 | ROBO | Robo Global Robotics And Aut | ETF-其他 | 2.28% | -0.52% | EXIT | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.17% | -0.63% | +6.56% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.99% | +1.22% | +2.47% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.95% | +3.69% | +0.87% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.73% | -0.29% | -4.03% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.48% | -0.17% | +6.98% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.87% | +1.60% | +6.41% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.81% | +0.91% | +4.23% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.76% | — | +9.16% | |
| 23 | BOTZ | Global X Robotics & Artifici | ETF-其他 | 0.75% | — | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.75% | — | +1042.83% | |
| 25 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.70% | — | +2.66% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.69% | — | -7.65% | |
| 27 | TSLA | Tesla INC | 股票-周期性消费 | 0.66% | — | -6.38% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | -0.02% | +10.16% | |
| 29 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.61% | — | +7.25% | |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.61% | — | +7.96% | |
| 31 | OZ | Belpointe Prep Llc- Class A | 股票-其他 | 0.58% | — | +4.97% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.53% | — | +5.85% | |
| 33 | AVGO | Broadcom INC | 股票-科技 | 0.52% | +1.69% | -2.31% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.50% | — | +5.64% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.50% | — | +1.46% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.43% | — | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.43% | -0.46% | +18.41% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.41% | -0.55% | — | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.37% | — | +143.27% | |
| 40 | BHC | Bausch Health Cos INC | 股票-医疗保健 | 0.36% | — | — | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.35% | — | — | |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.32% | — | +10.51% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.32% | -1.99% | +10.06% | |
| 44 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.30% | — | +0.84% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.29% | +0.05% | +12.29% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.29% | — | +3.61% | |
| 47 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.25% | — | +3.59% | |
| 48 | VFH | Vanguard Financials ETF | ETF-其他 | 0.23% | — | +221.64% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.22% | — | +8.99% | |
| 50 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 0.21% | — | +115.33% |