CIK: 0001846758
申报总市值
US$2.9亿
仅显示前 200 大持股（共 513 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 | 7.44% | -0.18% | +15.31% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.47% | -0.22% | +3.30% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.84% | -0.30% | +5.07% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 4.28% | +0.13% | +19.68% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 3.90% | +0.25% | -7.91% | |
| 6 | DSTL | Distillate US Fundamental St | ETF-其他 | 3.23% | -0.02% | +7.18% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.69% | -0.38% | +0.68% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.67% | -0.27% | -0.86% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.31% | +0.19% | +2.22% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.26% | — | -4.82% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.22% | +0.10% | -10.18% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.10% | -0.20% | +1.88% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.00% | — | -1.13% | |
| 14 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 2.00% | -0.29% | -4.26% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.32% | +0.30% | +7.78% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.29% | — | -1.61% | |
| 17 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 1.24% | — | -4.18% | |
| 18 | AVDE | Avantis International Equity | ETF-其他 | 1.20% | +0.92% | -4.15% | |
| 19 | QCOM | Qualcomm INC | 股票-科技 | 1.03% | -0.15% | -0.82% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.01% | — | -28.93% | |
| 21 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.99% | -0.12% | -2.23% | |
| 22 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.99% | -0.11% | — | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | -0.06% | +0.77% | |
| 24 | ADBE | Adobe INC | 股票-科技 | 0.95% | -0.14% | -0.73% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.84% | -0.09% | +13.50% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.84% | -0.06% | -0.97% | |
| 27 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 0.81% | — | +6.47% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.79% | — | -8.70% | |
| 29 | PAUG | Innovator U.s. Equity Power | ETF-其他 | 0.78% | — | -6.30% | |
| 30 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-其他 | 0.78% | — | +7.96% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.75% | +0.13% | -2.11% | |
| 32 | CRM | Salesforce INC | 股票-科技 | 0.72% | -0.11% | -2.51% | |
| 33 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.71% | — | -24.07% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | -0.07% | -7.79% | |
| 35 | AMN | Amn Healthcare Services INC | 股票-其他 | 0.67% | — | -0.26% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.67% | +0.08% | -4.85% | |
| 37 | POCT | Innovator U.s. Equity Power | ETF-其他 | 0.58% | — | +24.36% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.56% | -0.05% | -2.05% | |
| 39 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.55% | -0.06% | +2.61% | |
| 40 | BLKCHF | Blackrock INC | 股票-其他 | 0.55% | — | +0.52% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.54% | -0.09% | +18.74% | |
| 42 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.53% | +0.14% | -3.56% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.48% | — | +8.53% | |
| 44 | FTNT | Fortinet INC | 股票-科技 | 0.47% | — | -7.35% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.47% | — | +21.73% | |
| 46 | PNOV | Innovator U.s. Equity Power | ETF-其他 | 0.45% | — | — | |
| 47 | HD | Home Depot INC | 股票-周期性消费 | 0.44% | — | +41.86% | |
| 48 | PDEC | Innovator U.s. Equity Power | ETF-其他 | 0.42% | — | — | |
| 49 | NFLX | Netflix INC | 股票-通信服务 | 0.41% | — | +1.89% | |
| 50 | ALNY | Alnylam Pharmaceuticals INC | 股票-医疗保健 | 0.41% | -0.07% | — |