CIK: 0001899703
申报总市值
US$1.3亿
仅显示前 200 大持股（共 259 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.53% | -0.66% | -4.90% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.48% | -0.05% | +13.93% | |
| 3 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 3.94% | — | +10.18% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.75% | +0.07% | -2.19% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.71% | +0.25% | +5.00% | |
| 6 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 3.37% | — | -3.02% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.08% | -0.15% | -0.40% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-其他 | 2.78% | -0.33% | -2.08% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.71% | — | +1.33% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.60% | -0.09% | -1.20% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.25% | — | -0.06% | |
| 12 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 2.23% | +0.01% | +1.60% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.13% | — | +14.47% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.11% | -0.22% | -7.93% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.04% | — | -12.31% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.03% | -0.15% | -3.63% | |
| 17 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 2.01% | — | — | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.85% | -0.19% | -1.37% | |
| 19 | PAVE | Global X US Infrastructure | ETF-其他 | 1.78% | +0.19% | -9.26% | |
| 20 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.72% | — | +1.16% | |
| 21 | AAAU | Goldman Sachs Physical Gold | ETF-避险与商品 | 1.57% | +0.20% | +5.46% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.46% | — | +4.38% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.45% | — | +0.10% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.34% | — | -15.90% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.23% | -0.26% | -0.34% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.23% | -0.12% | -0.42% | |
| 27 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 1.23% | — | -2.84% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.21% | — | -28.39% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.16% | — | -2.57% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.10% | -0.19% | -1.21% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 1.07% | -0.03% | -0.10% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.07% | -0.02% | -1.48% | |
| 33 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.07% | -0.34% | -0.72% | |
| 34 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.01% | — | +0.54% | |
| 35 | CB | Chubb Limited | 股票-金融 | 1.01% | — | — | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 1.00% | -0.06% | — | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.99% | — | -3.34% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.77% | -0.05% | — | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.72% | -0.13% | — | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.66% | — | -1.47% | |
| 41 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.63% | — | — | |
| 42 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.58% | — | +4.86% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | -0.05% | -1.82% | |
| 44 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.57% | -0.04% | +5.36% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.47% | +0.21% | — | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.40% | — | -2.85% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.40% | -0.07% | — | |
| 48 | ADBE | Adobe INC | 股票-科技 | 0.39% | -0.04% | — | |
| 49 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.38% | — | -4.34% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.38% | — | — |