CIK: 0001799957
申报总市值
US$2.4亿
仅显示前 200 大持股（共 347 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 9.46% | -0.70% | +98.93% | |
| 2 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 8.89% | +1.51% | +6.43% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 8.87% | — | +5.55% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 7.46% | -1.05% | +74.98% | |
| 5 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 4.77% | — | +27.16% | |
| 6 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 4.56% | — | +11.51% | |
| 7 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 4.49% | — | +38.01% | |
| 8 | ✓ | Ishares | 股票-其他 | 4.41% | — | +26.96% | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 4.37% | +0.02% | +42.61% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 4.37% | -0.01% | +41.40% | |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 4.35% | -0.11% | +37.04% | |
| 12 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 4.24% | -3.51% | EXIT | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.95% | +0.36% | -31.32% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.46% | +0.02% | +4.75% | |
| 15 | IYK | Ishares US Consumer Staples | ETF-其他 | 2.19% | — | — | |
| 16 | VPU | Vanguard Utilities ETF | ETF-其他 | 2.14% | — | — | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.45% | +0.08% | +4.78% | |
| 18 | FMB | First Trust Managed Municipa | ETF-其他 | 1.15% | — | +26.92% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.07% | -0.10% | — | |
| 20 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.03% | — | +2.71% | |
| 21 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.98% | — | -36.96% | |
| 22 | VDE | Vanguard Energy ETF | ETF-其他 | 0.95% | — | — | |
| 23 | AAPL | Apple INC | 股票-科技 | 0.64% | -0.08% | +0.89% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.39% | — | +0.30% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.28% | — | -0.31% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.26% | — | +0.67% | |
| 27 | NFLX | Netflix INC | 股票-通信服务 | 0.26% | +0.07% | +111.63% | |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.24% | — | +25.16% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.22% | — | +204.55% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.22% | — | +3.45% | |
| 31 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.20% | — | -95.30% | |
| 32 | ADP | Automatic Data Processing | 股票-科技 | 0.20% | — | -8.22% | |
| 33 | PWR | Quanta Services INC | 股票-工业 | 0.18% | -0.15% | EXIT | |
| 34 | DHR | Danaher CORP | 股票-医疗保健 | 0.18% | — | +185.11% | |
| 35 | EOG | Eog Resources INC | 股票-能源 | 0.18% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.18% | — | +7.55% | |
| 37 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.18% | — | -25.52% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.16% | -0.09% | EXIT | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.16% | — | +6.13% | |
| 40 | SRE | Sempra | 股票-公用事业 | 0.16% | — | +2.60% | |
| 41 | HST | Host Hotels & Resorts INC | 股票-房地产 | 0.16% | — | +3.04% | |
| 42 | LIN | Linde plc | 股票-原材料 | 0.15% | — | +3.43% | |
| 43 | VLO | Valero Energy CORP | 股票-能源 | 0.15% | — | +11977.78% | |
| 44 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 0.15% | — | +158.37% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.15% | — | +1904.35% | |
| 46 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.14% | — | +0.94% | |
| 47 | ACM | Aecom | 股票-工业 | 0.14% | — | -14.35% | |
| 48 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.14% | — | — | |
| 49 | FLEX | Flex Ltd. | 股票-科技 | 0.14% | — | -2.33% | |
| 50 | SWX | Southwest Gas Holdings INC | 股票-公用事业 | 0.13% | — | +7085.37% |