CIK: 0001801523
申报总市值
US$12.6亿
仅显示前 200 大持股（共 475 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 | NVDA | Nvidia CORP | 股票-科技 | 5.32% | -0.50% | +58.47% | |
| 2 | TSLA | Tesla INC | 股票-周期性消费 | 4.43% | -0.69% | +323.33% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 4.41% | -0.30% | -4.54% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 4.29% | — | +58.10% | |
| 5 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 3.73% | +0.25% | +8.12% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 3.66% | -0.02% | -2.25% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.45% | -0.12% | +2.87% | |
| 8 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 2.73% | +0.30% | +8.35% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.31% | +0.38% | +7.19% | |
| 10 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.94% | -0.14% | -19.56% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.86% | -0.32% | +20.94% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.52% | — | +0.74% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.46% | -0.30% | -4.61% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.32% | -0.05% | +0.38% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.09% | — | -2.54% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.98% | -0.05% | +2.93% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.95% | +0.29% | +3.09% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.92% | — | -11.97% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 0.91% | — | +3.53% | |
| 20 | CLIP | Global X 1-3 Month T-bill | ETF-其他 | 0.90% | -0.05% | +19.64% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.87% | — | +4.99% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.85% | — | -2.04% | |
| 23 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 0.85% | -0.16% | -36.69% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.84% | — | -50.63% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | — | -1.41% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.78% | -0.78% | +66.84% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.76% | +0.53% | +0.38% | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 0.75% | — | +7.14% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.74% | +0.09% | +27.51% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.65% | -0.06% | -5.77% | |
| 31 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 0.61% | +0.15% | +112.51% | |
| 32 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.59% | -0.07% | +1.71% | |
| 33 | NTSX | Wisdomtree US Efficient Core | ETF-其他 | 0.58% | — | +0.54% | |
| 34 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.57% | -0.07% | +6.46% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | -0.06% | -2.37% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.54% | -0.10% | -3.49% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.50% | — | +6.49% | |
| 38 | NFLX | Netflix INC | 股票-通信服务 | 0.48% | — | +55.24% | |
| 39 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.47% | — | +15.92% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.47% | -0.05% | +1.04% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.46% | — | +16.17% | |
| 42 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.46% | — | -13.55% | |
| 43 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 0.45% | — | +1.61% | |
| 44 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.45% | -0.06% | +1.84% | |
| 45 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.45% | — | -2.38% | |
| 46 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.44% | — | +10.98% | |
| 47 | OUNZ | Vaneck Merk Gold ETF | ETF-避险与商品 | 0.43% | +0.10% | +57.51% | |
| 48 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-其他 | 0.42% | +0.07% | +14.22% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.41% | — | +8.01% | |
| 50 | AIQ | Global X Art Intel & Tech | ETF-科技型 | 0.41% | — | +27.16% |