CIK: 0001770994
申报总市值
US$8.4亿
仅显示前 200 大持股（共 209 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 | 5.36% | +0.13% | +0.84% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 4.96% | +0.11% | +0.86% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.37% | -0.61% | +0.04% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 4.34% | — | +1.12% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.17% | -0.39% | +21.18% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.63% | -0.39% | +23.54% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.63% | — | +1.33% | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.18% | +0.16% | -1.16% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.17% | -0.25% | +1.18% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.13% | -0.70% | +1.68% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.05% | +0.22% | +0.46% | |
| 12 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.89% | +0.06% | +1.03% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.72% | -0.28% | -3.15% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.65% | — | -2.76% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.30% | — | +36.73% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.06% | — | -0.42% | |
| 17 | IGHG | Proshares Ig Hedged | ETF-其他 | 1.04% | — | +5.96% | |
| 18 | HYHG | Proshares High Yield Interes | ETF-非投资级债 | 0.97% | — | +5.01% | |
| 19 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.96% | +0.23% | -1.08% | |
| 20 | HD | Home Depot INC | 股票-周期性消费 | 0.95% | — | +2.38% | |
| 21 | ✓ | Spdr Ser Tr | 股票-其他 | 0.94% | — | +2.58% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.91% | — | -12.03% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.76% | — | -29.20% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.75% | — | -1.23% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.75% | — | +118.81% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.75% | — | +34.02% | |
| 27 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.70% | — | +2.15% | |
| 28 | QCOM | Qualcomm INC | 股票-科技 | 0.69% | -0.14% | +3.69% | |
| 29 | MS | Morgan Stanley | 股票-金融 | 0.68% | — | +3.83% | |
| 30 | DGX | Quest Diagnostics INC | 股票-医疗保健 | 0.67% | +0.08% | +5.38% | |
| 31 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.65% | -0.31% | +439.62% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.65% | — | +3.52% | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.64% | — | -39.09% | |
| 34 | TGT | Target CORP | 股票-周期性消费 | 0.62% | — | +4.47% | |
| 35 | HPQ | Hp INC | 股票-科技 | 0.62% | — | +4.88% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | — | -33.92% | |
| 37 | NTAP | Netapp INC | 股票-科技 | 0.60% | — | +4.40% | |
| 38 | EBAY | Ebay INC | 股票-周期性消费 | 0.60% | — | +4.88% | |
| 39 | CWEN | Clearway Energy Inc-c | 股票-公用事业 | 0.58% | — | +4.11% | |
| 40 | FAF | First American Financial | 股票-金融 | 0.58% | — | +3.31% | |
| 41 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.58% | +0.09% | +4.90% | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.58% | — | +0.61% | |
| 43 | VZ | Verizon Communications INC | 股票-通信服务 | 0.57% | — | +6.38% | |
| 44 | A | Agilent Technologies INC | 股票-医疗保健 | 0.57% | — | +5.94% | |
| 45 | CE | Celanese CORP | 股票-原材料 | 0.56% | — | +4.77% | |
| 46 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.56% | — | +570.92% | |
| 47 | AMAT | Applied Materials INC | 股票-科技 | 0.55% | -0.77% | +4.97% | |
| 48 | COR | Cencora INC | 股票-医疗保健 | 0.54% | — | +6.49% | |
| 49 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.54% | — | +4.12% | |
| 50 | RS | Reliance INC | 股票-原材料 | 0.54% | — | +6.32% |