CIK: 0001799957
申报总市值
US$2.4亿
仅显示前 200 大持股（共 235 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 | 17.23% | -0.70% | +107.31% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.24% | +0.36% | +13.22% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 5.56% | -1.05% | -43.64% | |
| 4 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 5.36% | -0.01% | -19.15% | |
| 5 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 5.32% | -0.11% | -17.69% | |
| 6 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 5.28% | — | -17.90% | |
| 7 | DIVB | Ishares Core Dividend ETF | ETF-其他 | 5.16% | -0.16% | EXIT | |
| 8 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 4.99% | +1.51% | +112961.67% | |
| 9 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 4.94% | +0.10% | +42.91% | |
| 10 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 4.86% | — | +2.37% | |
| 11 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 4.38% | +0.02% | -2.31% | |
| 12 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 4.31% | -3.51% | EXIT | |
| 13 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 3.81% | +0.04% | — | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.83% | +0.02% | +16.31% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.78% | +0.08% | +19.15% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.66% | -2.61% | +29416.48% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | -0.24% | +1820.09% | |
| 18 | AAPL | Apple INC | 股票-科技 | 0.91% | -0.08% | +21.19% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.52% | — | -3.54% | |
| 20 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.47% | — | -37.25% | |
| 21 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.44% | — | -33.22% | |
| 22 | NFLX | Netflix INC | 股票-通信服务 | 0.38% | +0.07% | +60.95% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | — | — | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.35% | -0.10% | +589.61% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.32% | — | — | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.26% | — | -3.82% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.24% | -0.14% | +84.87% | |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.24% | — | +1.62% | |
| 29 | ANETEUR | Arista Networks INC | 股票-其他 | 0.18% | — | +506.42% | |
| 30 | BX | Blackstone INC | 股票-金融 | 0.18% | — | +530.50% | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.18% | — | -98.30% | |
| 32 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.17% | — | — | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.17% | — | — | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.17% | — | +22.67% | |
| 35 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 0.16% | — | +435.00% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.16% | — | +610.34% | |
| 37 | AMP | Ameriprise Financial INC | 股票-金融 | 0.16% | — | +535.42% | |
| 38 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.15% | — | — | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 0.14% | — | — | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.14% | — | +138.27% | |
| 41 | PWR | Quanta Services INC | 股票-工业 | 0.14% | -0.15% | EXIT | |
| 42 | MCK | Mckesson CORP | 股票-医疗保健 | 0.13% | — | +421.95% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.13% | — | +15.65% | |
| 44 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.13% | — | +346.03% | |
| 45 | TMUS | T-mobile US INC | 股票-通信服务 | 0.13% | — | +464.32% | |
| 46 | SHEL | Shell Plc-adr | 股票-能源 | 0.13% | — | +1071.20% | |
| 47 | DG | Dollar General CORP | 股票-非周期性消费 | 0.12% | — | +655.17% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.12% | — | +49.37% | |
| 49 | DUK | Duke Energy CORP | 股票-公用事业 | 0.12% | — | +121.24% | |
| 50 | ZTS | Zoetis INC | 股票-医疗保健 | 0.12% | — | +423.08% |