CIK: 0001770994
申报总市值
US$8.4亿
仅显示前 200 大持股（共 205 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 | 5.86% | +0.13% | +2.29% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 5.43% | +0.11% | +4.51% | |
| 3 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 4.73% | — | +4.76% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.28% | -0.61% | +0.93% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.00% | -0.39% | +4.72% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.63% | — | +2.56% | |
| 7 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.42% | +0.16% | -1.72% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.28% | -0.25% | +1.69% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.24% | +0.22% | +1.87% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.96% | -0.28% | +0.79% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.91% | -0.70% | +1.96% | |
| 12 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.89% | +0.06% | +1.36% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.64% | -0.39% | +306.25% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.64% | — | -1.51% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.14% | — | +29.10% | |
| 16 | IGHG | Proshares Ig Hedged | ETF-其他 | 1.09% | — | +6.95% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.08% | — | +3.58% | |
| 18 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 1.07% | +0.23% | +0.14% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.06% | — | +16.00% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.03% | — | +2.78% | |
| 21 | HYHG | Proshares High Yield Interes | ETF-非投资级债 | 1.02% | — | +6.71% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.01% | — | +37.25% | |
| 23 | ✓ | Spdr Ser Tr | 股票-其他 | 1.01% | — | +4.36% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.91% | — | +3.18% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.84% | — | +4.50% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 0.80% | — | +7.16% | |
| 27 | IDV | Ishares International Select | ETF-其他 | 0.71% | — | +0.39% | |
| 28 | MS | Morgan Stanley | 股票-金融 | 0.70% | — | +3.73% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.68% | — | +10.16% | |
| 30 | EBAY | Ebay INC | 股票-周期性消费 | 0.66% | — | +4.34% | |
| 31 | TGT | Target CORP | 股票-周期性消费 | 0.64% | — | +4.02% | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.64% | — | -12.74% | |
| 33 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.62% | — | -7.27% | |
| 34 | NTAP | Netapp INC | 股票-科技 | 0.62% | — | +5.03% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.61% | — | +6.24% | |
| 36 | DGX | Quest Diagnostics INC | 股票-医疗保健 | 0.58% | +0.08% | +5.14% | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.58% | — | +3.65% | |
| 38 | A | Agilent Technologies INC | 股票-医疗保健 | 0.58% | — | +4.45% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | — | -48.84% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | -0.08% | +5.73% | |
| 41 | CE | Celanese CORP | 股票-原材料 | 0.53% | — | +5.65% | |
| 42 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.52% | +0.09% | +5.92% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.52% | +0.14% | +7.05% | |
| 44 | FAF | First American Financial | 股票-金融 | 0.52% | — | +4.62% | |
| 45 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.52% | — | +21.06% | |
| 46 | QCOM | Qualcomm INC | 股票-科技 | 0.51% | -0.14% | +5.95% | |
| 47 | CWEN | Clearway Energy Inc-c | 股票-公用事业 | 0.51% | — | +6.82% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | -0.11% | +6.87% | |
| 49 | BR | Broadridge Financial Solutio | 股票-科技 | 0.50% | -0.13% | +5.23% | |
| 50 | EMR | Emerson Electric Co | 股票-工业 | 0.50% | -0.16% | +7.27% |