CIK: 0001801523
申报总市值
US$12.6亿
仅显示前 200 大持股（共 217 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 | 10.69% | -0.12% | +0.44% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.42% | -0.05% | -7.59% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 5.02% | +0.06% | NEW | |
| 4 | FTCS | First Trust Capital Strength | ETF-其他 | 4.29% | — | +8.34% | |
| 5 | FVD | First Trust Value Line Dvd | ETF-其他 | 3.99% | — | -0.91% | |
| 6 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 3.39% | — | -6.60% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.86% | -0.30% | -0.58% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.83% | -0.50% | -5.84% | |
| 9 | TSLA | Tesla INC | 股票-周期性消费 | 2.26% | -0.69% | +6.89% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.08% | -0.06% | -2.59% | |
| 11 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 2.05% | -0.16% | +8.09% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.75% | — | +154.83% | |
| 13 | XLE | Ss Energy Select Sector | ETF-其他 | 1.61% | — | +106.84% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.44% | — | +4.57% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.31% | — | +40.54% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.20% | -0.05% | +7.01% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.13% | — | -0.68% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.08% | — | +16.60% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.05% | +0.53% | +83.26% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.01% | — | +13.28% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.99% | — | +3.23% | |
| 22 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.91% | -0.06% | +17.61% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.91% | — | +6.34% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.83% | — | — | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.81% | -0.02% | +9.11% | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.79% | — | -2.89% | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 0.75% | — | +27.53% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.70% | — | -8.70% | |
| 29 | NFLX | Netflix INC | 股票-通信服务 | 0.70% | — | +3.14% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.69% | -0.06% | +6.89% | |
| 31 | AVGO | Broadcom INC | 股票-科技 | 0.69% | -0.10% | +20.29% | |
| 32 | FYX | First Trust Small Cap Core A | ETF-中小型股 | 0.63% | — | +2.78% | |
| 33 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.55% | — | +18.80% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.54% | -0.05% | +1.00% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | — | +0.29% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | — | -0.17% | |
| 37 | OIH | Vaneck Oil Services ETF | ETF-其他 | 0.51% | — | +0.19% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.50% | — | +3.65% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.47% | — | +2.92% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.46% | — | +5.94% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.46% | — | +5.50% | |
| 42 | XLF | Ss Financial Select Sector | ETF-其他 | 0.45% | — | +46.30% | |
| 43 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.45% | — | +3.40% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.44% | — | +3.42% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.44% | — | +5.49% | |
| 46 | ICE | Intercontinental Exchange In | 股票-金融 | 0.43% | — | -14.05% | |
| 47 | VUG | Vanguard Growth ETF | ETF-其他 | 0.41% | — | -11.71% | |
| 48 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.41% | — | — | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.40% | — | +200.77% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.40% | — | +25.63% |