CIK: 0001725297
申报总市值
US$8.0亿
仅显示前 200 大持股（共 232 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 12.64% | +0.81% | -8.20% | |
| 2 | AAPL | Apple INC | 股票-科技 | 8.48% | -0.49% | -16.45% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 4.78% | -0.07% | +61.48% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.59% | -0.06% | +4.57% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.06% | -0.13% | +5.35% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 3.89% | -0.59% | +23.73% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 3.49% | -0.19% | +46.52% | |
| 8 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 2.95% | -0.14% | -13.82% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 2.60% | -0.16% | +1.97% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.57% | -0.38% | -4.85% | |
| 11 | LCTU | Ishares U.s. Carbon Transiti | ETF-其他 | 2.32% | -0.14% | -6.61% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.27% | -0.21% | +12.04% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.00% | -0.03% | +6.06% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.87% | — | +13.74% | |
| 15 | SUSL | Ishares Esg Msci USA Leaders | ETF-其他 | 1.66% | — | -7.58% | |
| 16 | IVLU | Ishares Msci International V | ETF-其他 | 1.64% | — | -5.48% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.45% | -0.73% | -32.40% | |
| 18 | IEV | Ishares Europe ETF | ETF-其他 | 1.42% | — | +1.97% | |
| 19 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 1.25% | -0.07% | -3.26% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.23% | -1.33% | +147.83% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.16% | -0.19% | +7.74% | |
| 22 | USXF | Ishares Esg Advance Msci USA | ETF-其他 | 1.09% | — | -2.91% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.85% | — | -8.05% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.81% | — | -11.23% | |
| 25 | WDFC | Wd-40 Co | 股票-原材料 | 0.73% | — | -9.94% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | — | +0.84% | |
| 27 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-其他 | 0.68% | +0.15% | -6.75% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.66% | — | -1.54% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.65% | — | -17.50% | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.59% | — | -3.41% | |
| 31 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.53% | — | +9.20% | |
| 32 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.53% | — | -36.79% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.49% | -0.21% | +1.64% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.47% | — | -7.23% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | — | +5.39% | |
| 36 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.43% | — | +6.92% | |
| 37 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.43% | — | +0.81% | |
| 38 | IFRA | Ishares US Infrastructure | ETF-其他 | 0.42% | — | +4.48% | |
| 39 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.40% | — | +44.29% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.38% | — | +1150.37% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.36% | — | +12.74% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.35% | — | -8.10% | |
| 43 | PYPL | Paypal Holdings INC | 股票-金融 | 0.35% | — | +1.71% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.35% | — | -9.33% | |
| 45 | TSLA | Tesla INC | 股票-周期性消费 | 0.33% | — | -4.26% | |
| 46 | LCTD | Ishares World Ex U.s. Carbon | ETF-其他 | 0.32% | — | +3.65% | |
| 47 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.32% | — | +4.37% | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.28% | — | +33.89% | |
| 49 | CPRT | Copart INC | 股票-工业 | 0.28% | — | +1.13% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.28% | — | -11.59% |