CIK: 0001846758
申报总市值
US$2.9亿
仅显示前 200 大持股（共 496 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 | 12.10% | +0.13% | +2.38% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.48% | -0.22% | +2.67% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 7.28% | +0.84% | +23.19% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 4.81% | +0.25% | +0.41% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.11% | -0.18% | -2.52% | |
| 6 | DSTL | Distillate US Fundamental St | ETF-其他 | 3.58% | -0.02% | +2.35% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.13% | -0.30% | -1.86% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.40% | -0.20% | -3.96% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.22% | -0.27% | -2.01% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.77% | -0.38% | -4.25% | |
| 11 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.74% | -0.29% | -3.18% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.73% | +0.19% | -0.11% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.55% | +0.30% | -3.26% | |
| 14 | AVDE | Avantis International Equity | ETF-其他 | 1.50% | +0.92% | +6.65% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.38% | -0.09% | -3.41% | |
| 16 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.30% | -0.23% | +0.12% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.27% | — | -0.17% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.23% | — | -1.16% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.09% | +0.10% | -8.13% | |
| 20 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.94% | +0.14% | +3.51% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.93% | -0.06% | -0.16% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | -0.06% | -3.81% | |
| 23 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.83% | — | — | |
| 24 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.71% | +0.16% | +5.48% | |
| 25 | ABBV | Abbvie INC | 股票-医疗保健 | 0.70% | -0.09% | +0.09% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.68% | +0.13% | -1.56% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.64% | — | — | |
| 28 | QCOM | Qualcomm INC | 股票-科技 | 0.62% | -0.15% | -1.37% | |
| 29 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.61% | -0.12% | -2.39% | |
| 30 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 0.58% | — | -0.04% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.57% | — | +2.49% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.53% | -0.09% | -8.77% | |
| 33 | PAUG | Innovator U.s. Equity Power | ETF-其他 | 0.51% | — | — | |
| 34 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-其他 | 0.50% | — | -0.95% | |
| 35 | ETN | Eaton Corporation plc | 股票-工业 | 0.49% | — | +1.32% | |
| 36 | MS | Morgan Stanley | 股票-金融 | 0.46% | — | -0.65% | |
| 37 | FSLR | First Solar INC | 股票-科技 | 0.46% | -0.11% | -1.89% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | -0.07% | -6.05% | |
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 0.43% | — | -3.59% | |
| 40 | NFLX | Netflix INC | 股票-通信服务 | 0.41% | — | +846.60% | |
| 41 | POCT | Innovator U.s. Equity Power | ETF-其他 | 0.40% | — | +11.84% | |
| 42 | ALNY | Alnylam Pharmaceuticals INC | 股票-医疗保健 | 0.40% | -0.07% | -5.51% | |
| 43 | RTX | Rtx CORP | 股票-工业 | 0.39% | — | +0.05% | |
| 44 | FTNT | Fortinet INC | 股票-科技 | 0.39% | — | -0.53% | |
| 45 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.39% | — | +3.56% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.37% | -0.05% | -1.96% | |
| 47 | COF | Capital One Financial CORP | 股票-金融 | 0.36% | -0.06% | +7.73% | |
| 48 | BLK | Blackrock INC | 股票-金融 | 0.36% | — | -1.00% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.35% | +0.08% | -3.50% | |
| 50 | BE | Bloom Energy Corp- A | 股票-工业 | 0.35% | +0.15% | +0.69% |