CIK: 0001799957
申报总市值
US$2.4亿
仅显示前 200 大持股（共 285 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 10.88% | -1.05% | +30.40% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 9.94% | — | -2.04% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.65% | +0.36% | +79.07% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.17% | -0.70% | -44.07% | |
| 5 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 5.05% | -0.11% | +12.23% | |
| 6 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 5.02% | — | +9.11% | |
| 7 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 4.99% | -0.01% | +9.89% | |
| 8 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 4.80% | — | +2.34% | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 4.75% | +0.02% | +3.54% | |
| 10 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 4.71% | — | -2.89% | |
| 11 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 4.57% | -3.51% | EXIT | |
| 12 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 3.80% | +0.10% | +1907.11% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.85% | +0.02% | +2.34% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.73% | +0.08% | +69.04% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 2.57% | — | — | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.18% | -0.10% | — | |
| 17 | VPU | Vanguard Utilities ETF | ETF-其他 | 1.15% | — | -47.28% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.80% | -0.08% | +0.90% | |
| 19 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.71% | — | — | |
| 20 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.71% | — | — | |
| 21 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.71% | — | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.42% | — | -0.67% | |
| 23 | DIVB | Ishares Core Dividend ETF | ETF-其他 | 0.36% | -0.16% | EXIT | |
| 24 | NFLX | Netflix INC | 股票-通信服务 | 0.30% | +0.07% | -19.00% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.30% | — | — | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.29% | — | -0.08% | |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.29% | — | +11.17% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.27% | — | +252.79% | |
| 29 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.20% | — | — | |
| 30 | DHR | Danaher CORP | 股票-医疗保健 | 0.18% | — | +4.42% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.17% | -0.14% | +108.11% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.17% | — | -13.58% | |
| 33 | HON | Honeywell International INC | 股票-工业 | 0.16% | — | -11.04% | |
| 34 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.16% | — | +223.93% | |
| 35 | DELL | Dell Technologies -c | 股票-科技 | 0.16% | — | -2.66% | |
| 36 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.16% | — | — | |
| 37 | BIIB | Biogen INC | 股票-医疗保健 | 0.15% | — | — | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.15% | — | — | |
| 39 | PANW | Palo Alto Networks INC | 股票-科技 | 0.15% | — | -3.06% | |
| 40 | SRE | Sempra | 股票-公用事业 | 0.15% | — | -6.09% | |
| 41 | ANETEUR | Arista Networks INC | 股票-其他 | 0.15% | — | — | |
| 42 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.15% | -0.13% | EXIT | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.14% | — | +17.98% | |
| 44 | ROP | Roper Technologies INC | 股票-科技 | 0.14% | — | -0.40% | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.13% | -0.24% | +2.09% | |
| 46 | SON | Sonoco Products Co | 股票-周期性消费 | 0.13% | — | — | |
| 47 | RTX | Rtx CORP | 股票-工业 | 0.13% | +0.13% | NEW | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.13% | — | — | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.13% | — | -7.92% | |
| 50 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.13% | — | +108.19% |