CIK: 0001770994
申报总市值
US$8.4亿
仅显示前 200 大持股（共 208 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 | 4.86% | -0.39% | +1.08% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 3.58% | +0.11% | +2.20% | |
| 3 | BNDC | Flexshares Core Select Bond | ETF-其他 | 3.50% | +0.07% | -7.82% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.44% | -0.61% | +0.10% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.27% | -0.39% | -4.97% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-其他 | 3.24% | +0.09% | -1.89% | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 2.94% | +0.13% | +1.58% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.92% | — | +0.93% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.44% | +0.22% | -0.71% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.33% | — | +4.81% | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 2.31% | -0.15% | -1.82% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.26% | -0.70% | +0.41% | |
| 13 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.97% | +0.06% | +1.42% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.93% | -0.25% | +1.15% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.65% | -0.28% | -3.91% | |
| 16 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 1.52% | +0.23% | +6.83% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.48% | +0.16% | +2.13% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.31% | — | -1.49% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.15% | — | +0.24% | |
| 20 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.06% | — | +14.46% | |
| 21 | TOTR | T Rowe Price Total Return Et | ETF-其他 | 1.03% | — | +13.66% | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.01% | +0.13% | +2.29% | |
| 23 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.98% | -0.09% | +2.03% | |
| 24 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.85% | -0.31% | +8.33% | |
| 25 | RS | Reliance INC | 股票-原材料 | 0.84% | — | +0.19% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 0.82% | — | +2.04% | |
| 27 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.80% | +0.28% | +2.05% | |
| 28 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.78% | -0.44% | +4.73% | |
| 29 | QCOM | Qualcomm INC | 股票-科技 | 0.75% | -0.14% | +3.83% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.73% | — | +0.27% | |
| 31 | HUBB | Hubbell INC | 股票-工业 | 0.72% | +0.08% | +0.64% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.68% | — | -6.92% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.67% | -0.08% | +2.33% | |
| 34 | NTAP | Netapp INC | 股票-科技 | 0.66% | — | +3.04% | |
| 35 | BR | Broadridge Financial Solutio | 股票-科技 | 0.66% | -0.13% | +1.05% | |
| 36 | AMAT | Applied Materials INC | 股票-科技 | 0.65% | -0.77% | +1.34% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | -0.11% | +2.75% | |
| 38 | MS | Morgan Stanley | 股票-金融 | 0.65% | — | +1.73% | |
| 39 | COR | Cencora INC | 股票-医疗保健 | 0.65% | — | -13.59% | |
| 40 | OKTA | Okta INC | 股票-科技 | 0.63% | — | — | |
| 41 | WMT | Walmart INC | 股票-非周期性消费 | 0.60% | +0.14% | -0.64% | |
| 42 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.60% | — | -1.37% | |
| 43 | USB | US Bancorp | 股票-金融 | 0.59% | — | +10.69% | |
| 44 | AVT | Avnet INC | 股票-科技 | 0.59% | — | +0.22% | |
| 45 | A | Agilent Technologies INC | 股票-医疗保健 | 0.56% | — | +3.69% | |
| 46 | EMR | Emerson Electric Co | 股票-工业 | 0.56% | -0.16% | +3.37% | |
| 47 | CMI | Cummins INC | 股票-工业 | 0.56% | -0.19% | +3.32% | |
| 48 | DGX | Quest Diagnostics INC | 股票-医疗保健 | 0.55% | +0.08% | +0.38% | |
| 49 | CAT | Caterpillar INC | 股票-工业 | 0.54% | — | +15.26% | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.54% | — | -3.19% |