CIK: 0001770994
申报总市值
US$8.4亿
仅显示前 200 大持股（共 202 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 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 5.88% | +0.13% | -10.66% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 5.35% | +0.11% | +3.98% | |
| 3 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 4.65% | — | +3.95% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.31% | -0.61% | +36.96% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.84% | -0.39% | -2.53% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.67% | — | +6.06% | |
| 7 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.58% | +0.16% | +9.21% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.32% | -0.25% | +3.73% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.27% | +0.22% | +1.13% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.04% | -0.28% | -2.31% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.94% | +0.06% | +0.33% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.70% | +0.60% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.67% | — | -7.07% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.60% | -0.39% | +2.17% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.21% | — | -18.21% | |
| 16 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 1.10% | +0.23% | +80.68% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.08% | — | +3.52% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.07% | — | +7.29% | |
| 19 | IGHG | Proshares Ig Hedged | ETF-其他 | 1.06% | — | +2.58% | |
| 20 | ✓ | Spdr Ser Tr | 股票-其他 | 1.00% | — | +2.25% | |
| 21 | HYHG | Proshares High Yield Interes | ETF-非投资级债 | 0.98% | — | +1.48% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.93% | — | +32.22% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.92% | — | -12.13% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.89% | — | +2.92% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.89% | — | — | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.80% | — | -18.57% | |
| 27 | IDV | Ishares International Select | ETF-其他 | 0.77% | — | +9.28% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.76% | — | -25.44% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.74% | — | +3.76% | |
| 30 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.70% | — | -3.24% | |
| 31 | TGT | Target CORP | 股票-周期性消费 | 0.67% | — | — | |
| 32 | MS | Morgan Stanley | 股票-金融 | 0.66% | — | +4.79% | |
| 33 | EBAY | Ebay INC | 股票-周期性消费 | 0.65% | — | +6.27% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.64% | — | — | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.61% | — | +5.77% | |
| 36 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.59% | — | +4.37% | |
| 37 | QCOM | Qualcomm INC | 股票-科技 | 0.55% | -0.14% | +5.94% | |
| 38 | NTAP | Netapp INC | 股票-科技 | 0.55% | — | +7.35% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | -0.08% | +5.50% | |
| 40 | A | Agilent Technologies INC | 股票-医疗保健 | 0.54% | — | +5.68% | |
| 41 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.52% | +0.13% | +14.93% | |
| 42 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.52% | +0.09% | +4.51% | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.52% | — | — | |
| 44 | DGX | Quest Diagnostics INC | 股票-医疗保健 | 0.52% | +0.08% | +6.79% | |
| 45 | CE | Celanese CORP | 股票-原材料 | 0.51% | — | +4.39% | |
| 46 | WMT | Walmart INC | 股票-非周期性消费 | 0.51% | +0.14% | +6.58% | |
| 47 | FDX | Fedex CORP | 股票-工业 | 0.51% | — | +5.68% | |
| 48 | CMI | Cummins INC | 股票-工业 | 0.50% | -0.19% | +6.74% | |
| 49 | AMAT | Applied Materials INC | 股票-科技 | 0.50% | -0.77% | +4.54% | |
| 50 | HPQ | Hp INC | 股票-科技 | 0.49% | — | +5.83% |