CIK: 0001846758
申报总市值
US$2.9亿
仅显示前 200 大持股（共 507 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 7.44% | +0.13% | +91.10% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.16% | -0.22% | +10.83% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.91% | -0.18% | -18.30% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 4.66% | -0.30% | -0.93% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 4.19% | +0.25% | +8.14% | |
| 6 | DSTL | Distillate US Fundamental St | ETF-其他 | 4.05% | -0.02% | +26.41% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.94% | -0.27% | +2.38% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.69% | -0.38% | -1.64% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.29% | +0.19% | +1.77% | |
| 10 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 2.10% | -0.29% | -1.78% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.09% | -0.20% | +1.73% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.92% | +0.10% | -10.26% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.90% | — | -3.33% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.75% | +0.30% | +40.23% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.68% | — | +274.15% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.46% | -0.09% | +5.50% | |
| 17 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 1.30% | — | -2.25% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.28% | — | +0.01% | |
| 19 | AVDE | Avantis International Equity | ETF-其他 | 1.21% | +0.92% | +5.85% | |
| 20 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.08% | -0.12% | — | |
| 21 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 1.07% | -0.11% | -1.20% | |
| 22 | QCOM | Qualcomm INC | 股票-科技 | 1.04% | -0.15% | -4.36% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | -0.06% | -3.32% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.80% | -0.06% | -1.96% | |
| 25 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 0.77% | — | +0.37% | |
| 26 | CRM | Salesforce INC | 股票-科技 | 0.77% | -0.11% | +3.10% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.76% | +0.13% | — | |
| 28 | PAUG | Innovator U.s. Equity Power | ETF-其他 | 0.75% | — | — | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.75% | — | -20.35% | |
| 30 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-其他 | 0.73% | — | +1.04% | |
| 31 | ADBE | Adobe INC | 股票-科技 | 0.73% | -0.14% | -0.11% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | -0.07% | -0.24% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | +0.08% | — | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.59% | -0.09% | -9.09% | |
| 35 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.58% | — | -9.97% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.56% | -0.05% | -2.13% | |
| 37 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.56% | -0.06% | +0.05% | |
| 38 | POCT | Innovator U.s. Equity Power | ETF-其他 | 0.55% | — | — | |
| 39 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.54% | +0.14% | +0.37% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.53% | — | -24.60% | |
| 41 | AMD | Advanced Micro Devices | 股票-科技 | 0.51% | — | -4.15% | |
| 42 | BLKCHF | Blackrock INC | 股票-其他 | 0.51% | — | — | |
| 43 | FTNT | Fortinet INC | 股票-科技 | 0.50% | — | — | |
| 44 | NFLX | Netflix INC | 股票-通信服务 | 0.47% | — | -0.27% | |
| 45 | ETN | Eaton Corporation plc | 股票-工业 | 0.45% | — | -1.09% | |
| 46 | MS | Morgan Stanley | 股票-金融 | 0.44% | — | +3.51% | |
| 47 | HD | Home Depot INC | 股票-周期性消费 | 0.44% | — | -0.46% | |
| 48 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.44% | +0.16% | +21.65% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.44% | — | — | |
| 50 | PNOV | Innovator U.s. Equity Power | ETF-其他 | 0.42% | — | -1.33% |