CIK: 0001906322
申报总市值
US$8049.5万
仅显示前 200 大持股（共 201 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 13.56% | -12.68% | +28.27% | |
| 2 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 7.75% | -7.55% | +26.43% | |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 7.72% | -7.59% | +22.66% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 7.59% | -7.21% | +28.82% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 7.58% | -7.39% | +24.54% | |
| 6 | IEV | Ishares Europe ETF | ETF-其他 | 7.44% | -7.50% | +33.24% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 7.37% | -6.97% | +55.64% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 5.96% | -5.60% | +20.32% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.04% | -3.98% | +36.63% | |
| 10 | BUCK | Simplify Treasury Option INC | ETF-政府公债 | 4.02% | -3.26% | +12.48% | |
| 11 | HIGH | Simplify Enhanced Income ETF | ETF-其他 | 3.92% | -1.75% | EXIT | |
| 12 | CTA | Simplify Managed Futures St | ETF-其他 | 3.85% | -2.98% | -15.56% | |
| 13 | SVOL | Simplify Volatility Premium | ETF-其他 | 3.08% | -1.71% | -33.58% | |
| 14 | AGGH | Simplify Aggregate Bond ETF | ETF-其他 | 1.98% | -2.36% | — | |
| 15 | SBAR | Simplify Barrier Income ETF | ETF-其他 | 1.94% | -1.55% | — | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.93% | -1.70% | +16.53% | |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.33% | -1.21% | -42.27% | |
| 18 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.12% | -1.02% | -28.43% | |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.12% | -1.01% | -13.12% | |
| 20 | GAEM | Simplify Gamma Emrg Mrk Bnd | ETF-其他 | 0.97% | -0.81% | — | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.88% | — | +2.59% | |
| 22 | TSLA | Tesla INC | 股票-周期性消费 | 0.40% | — | +8000.00% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.38% | -0.34% | -39.48% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.38% | -0.34% | -39.02% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.33% | — | +504.69% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.26% | -0.22% | +1.45% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.18% | — | — | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.17% | — | -2.59% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.17% | — | +12350.00% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.14% | — | +0.96% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.11% | — | -0.48% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.10% | — | +1.00% | |
| 33 | XMAG | Defiance Le Cap Ex-mag 7 ETF | ETF-其他 | 0.09% | — | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.08% | — | — | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.07% | — | +48.86% | |
| 36 | IONQ | Ionq INC | 股票-科技 | 0.07% | — | — | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.07% | — | +1861.11% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.06% | — | +92.57% | |
| 39 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.06% | — | — | |
| 40 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.06% | — | — | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.06% | — | +5227.27% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.06% | — | — | |
| 43 | DAL | Delta Air Lines INC | 股票-工业 | 0.06% | — | — | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.05% | — | +1428.57% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.05% | — | — | |
| 46 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.05% | — | — | |
| 47 | AHR | American Healthcare Reit INC | 股票-房地产 | 0.05% | — | — | |
| 48 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.05% | — | — | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.04% | — | — | |
| 50 | WSFS | Wsfs Financial CORP | 股票-其他 | 0.04% | — | — |