CIK: 0001799957
申报总市值
US$2.4亿
仅显示前 200 大持股（共 225 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 | 17.47% | -0.70% | -1.47% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.23% | +0.36% | +1.95% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 7.46% | +1.56% | +980120.00% | |
| 4 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 4.71% | — | -4.75% | |
| 5 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 4.68% | -0.11% | -5.71% | |
| 6 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 4.52% | -0.01% | -9.33% | |
| 7 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 4.44% | — | -2.75% | |
| 8 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 4.13% | +0.02% | +1.58% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 4.12% | -1.05% | -29.46% | |
| 10 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 3.99% | -3.51% | EXIT | |
| 11 | IBHF | Ishares Ibond 2026 Hy & INC | ETF-其他 | 3.70% | — | +43115.08% | |
| 12 | IBHE | Ishares Ibonds 2025 H/y INC | ETF-其他 | 3.70% | — | — | |
| 13 | IBHD | Ishares Ibonds 2024 H/y INC | ETF-其他 | 3.68% | — | — | |
| 14 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 3.61% | +1.51% | -29.18% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.88% | +0.02% | +395.87% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.84% | -2.61% | +2.21% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.65% | +0.08% | -0.05% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.15% | -0.24% | +1.37% | |
| 19 | AAPL | Apple INC | 股票-科技 | 0.79% | -0.08% | +3.94% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.52% | — | -2.67% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.49% | -0.10% | -18.46% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | — | — | |
| 23 | NFLX | Netflix INC | 股票-通信服务 | 0.37% | +0.07% | -16.64% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.32% | — | — | |
| 25 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.31% | — | -25.19% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.31% | — | +7.94% | |
| 27 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.29% | — | -34.12% | |
| 28 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.28% | — | — | |
| 29 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 0.27% | +0.10% | -94.12% | |
| 30 | DIVB | Ishares Core Dividend ETF | ETF-其他 | 0.26% | -0.16% | EXIT | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.24% | — | +72.60% | |
| 32 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.23% | — | +3.97% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.23% | -0.14% | -25.20% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.20% | — | +1.59% | |
| 35 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 0.20% | — | — | |
| 36 | ANETEUR | Arista Networks INC | 股票-其他 | 0.20% | — | -5.47% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.17% | — | — | |
| 38 | AMP | Ameriprise Financial INC | 股票-金融 | 0.17% | — | -0.66% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.16% | — | +1.31% | |
| 40 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 0.16% | — | — | |
| 41 | BX | Blackstone INC | 股票-金融 | 0.15% | — | -8.98% | |
| 42 | MCK | Mckesson CORP | 股票-医疗保健 | 0.15% | — | +4.21% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.15% | — | — | |
| 44 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.15% | — | — | |
| 45 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 0.14% | +0.04% | -95.92% | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.14% | — | — | |
| 47 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.13% | — | +2.49% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.13% | — | +6.94% | |
| 49 | DG | Dollar General CORP | 股票-非周期性消费 | 0.13% | — | +0.61% | |
| 50 | TT | Trane Technologies plc | 股票-工业 | 0.13% | — | — |