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 | AAPL | Apple INC | 股票-科技 | 5.38% | -0.39% | -1.17% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.83% | +0.13% | -33.42% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.62% | -0.61% | +0.43% | |
| 4 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 3.54% | +0.11% | -49.85% | |
| 5 | BNDC | Flexshares Core Select Bond | ETF-其他 | 3.47% | +0.07% | — | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-其他 | 2.97% | +0.09% | — | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.41% | — | -1.22% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.40% | -0.39% | -7.13% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.36% | +0.22% | -29.01% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.01% | -0.70% | +0.33% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.01% | — | — | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 1.71% | +0.23% | +24.21% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.64% | -0.15% | — | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.61% | — | +103.65% | |
| 15 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.59% | +0.06% | -0.05% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.57% | — | +5.25% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.48% | — | -0.79% | |
| 18 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.40% | -0.25% | +0.03% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.28% | -0.28% | -1.40% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.23% | — | +4.48% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.16% | +0.16% | +380.31% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.02% | — | +22.65% | |
| 23 | RS | Reliance INC | 股票-原材料 | 0.89% | — | -1.02% | |
| 24 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.85% | — | -17.60% | |
| 25 | OKTA | Okta INC | 股票-科技 | 0.78% | — | — | |
| 26 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.78% | — | +152.58% | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 0.78% | — | +1.68% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.76% | — | -22.13% | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.76% | — | +1.18% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.76% | — | -4.82% | |
| 31 | COR | Cencora INC | 股票-医疗保健 | 0.69% | — | +1.02% | |
| 32 | MS | Morgan Stanley | 股票-金融 | 0.69% | — | +0.82% | |
| 33 | QCOM | Qualcomm INC | 股票-科技 | 0.67% | -0.14% | +4.41% | |
| 34 | WMT | Walmart INC | 股票-非周期性消费 | 0.66% | +0.14% | +4.02% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | -0.08% | +3.16% | |
| 36 | EMLP | First Trust North American E | ETF-其他 | 0.65% | — | -0.87% | |
| 37 | DGX | Quest Diagnostics INC | 股票-医疗保健 | 0.64% | +0.08% | +1.60% | |
| 38 | HUBB | Hubbell INC | 股票-工业 | 0.64% | +0.08% | +3.61% | |
| 39 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.63% | — | +2.93% | |
| 40 | CMI | Cummins INC | 股票-工业 | 0.63% | -0.19% | +2.02% | |
| 41 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.61% | — | — | |
| 42 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.60% | +0.28% | +8.79% | |
| 43 | MOS | Mosaic Co/the | 股票-原材料 | 0.60% | — | +0.56% | |
| 44 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.60% | — | +3.73% | |
| 45 | A | Agilent Technologies INC | 股票-医疗保健 | 0.60% | — | +1.95% | |
| 46 | HPQ | Hp INC | 股票-科技 | 0.59% | — | +2.17% | |
| 47 | AVT | Avnet INC | 股票-科技 | 0.59% | — | +3.46% | |
| 48 | CWEN | Clearway Energy Inc-c | 股票-公用事业 | 0.57% | — | +2.10% | |
| 49 | KNX | Knight-swift Transportation | 股票-工业 | 0.57% | — | +4.59% | |
| 50 | TGT | Target CORP | 股票-周期性消费 | 0.57% | — | +3.75% |