CIK: 0001846758
申报总市值
US$2.9亿
仅显示前 200 大持股（共 476 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 | 11.80% | +0.13% | +8.94% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.17% | -0.22% | +8.93% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.36% | -0.18% | -2.10% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 4.72% | +0.25% | +4.17% | |
| 5 | DSTL | Distillate US Fundamental St | ETF-其他 | 4.05% | -0.02% | -1.05% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.79% | -0.30% | -5.98% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.99% | -0.27% | -1.41% | |
| 8 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 2.24% | -0.29% | -0.41% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.15% | -0.38% | -0.60% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.09% | -0.20% | -2.06% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.03% | +0.19% | +0.48% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.95% | +0.30% | +5.18% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.59% | -0.09% | -11.29% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.56% | +0.10% | +208.83% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.55% | — | -2.91% | |
| 16 | AVIG | Avantis Core Fixed Income | ETF-其他 | 1.40% | +0.13% | -24.60% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.40% | +0.84% | — | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.12% | — | -1.71% | |
| 19 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 1.10% | -0.11% | -4.77% | |
| 20 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 1.02% | — | -3.67% | |
| 21 | AVDE | Avantis International Equity | ETF-其他 | 1.00% | +0.92% | +2.09% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.96% | — | -11.53% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | -0.06% | -0.57% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.82% | -0.06% | -0.03% | |
| 25 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.79% | -0.12% | -1.15% | |
| 26 | QCOM | Qualcomm INC | 股票-科技 | 0.77% | -0.15% | -0.35% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.75% | +0.13% | -4.06% | |
| 28 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.74% | +0.14% | +14.63% | |
| 29 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.71% | -0.23% | — | |
| 30 | CRM | Salesforce INC | 股票-科技 | 0.71% | -0.11% | -1.66% | |
| 31 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 0.67% | — | -3.19% | |
| 32 | PAUG | Innovator U.s. Equity Power | ETF-其他 | 0.62% | — | -6.29% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | -0.07% | -3.87% | |
| 34 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-其他 | 0.59% | — | -13.50% | |
| 35 | FTNT | Fortinet INC | 股票-科技 | 0.57% | — | -2.44% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.55% | -0.09% | +2.55% | |
| 37 | TSLA | Tesla INC | 股票-周期性消费 | 0.53% | — | — | |
| 38 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.53% | — | +9.25% | |
| 39 | NFLX | Netflix INC | 股票-通信服务 | 0.51% | — | -6.57% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.51% | — | +14.32% | |
| 41 | BLK | Blackrock INC | 股票-金融 | 0.48% | — | — | |
| 42 | ADBE | Adobe INC | 股票-科技 | 0.47% | -0.14% | -3.99% | |
| 43 | MS | Morgan Stanley | 股票-金融 | 0.47% | — | -3.20% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.46% | -0.05% | -1.06% | |
| 45 | POCT | Innovator U.s. Equity Power | ETF-其他 | 0.43% | — | -3.44% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.42% | — | -9.79% | |
| 47 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.39% | -0.06% | -1.69% | |
| 48 | AMD | Advanced Micro Devices | 股票-科技 | 0.38% | — | +28.27% | |
| 49 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.38% | +0.16% | +3.18% | |
| 50 | PNOV | Innovator U.s. Equity Power | ETF-其他 | 0.38% | — | +1.81% |