CIK: 0001906322
申报总市值
US$8049.5万
仅显示前 200 大持股（共 349 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 | 13.75% | -12.68% | +4.64% | |
| 2 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 7.87% | -7.59% | +4.58% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 7.85% | -7.55% | +4.53% | |
| 4 | IEV | Ishares Europe ETF | ETF-其他 | 7.79% | -7.50% | +5.65% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 7.70% | -7.39% | +4.87% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 7.48% | -7.21% | +6.67% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 7.45% | -6.97% | +4.64% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 6.08% | -5.60% | +5.15% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.30% | -3.98% | +9.78% | |
| 10 | BUCK | Simplify Treasury Option INC | ETF-政府公债 | 3.56% | -3.26% | -5.71% | |
| 11 | CTA | Simplify Managed Futures St | ETF-其他 | 3.34% | -2.98% | -5.89% | |
| 12 | AGGH | Simplify Aggregate Bond ETF | ETF-其他 | 2.58% | -2.36% | +38.13% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.95% | -1.70% | +4.18% | |
| 14 | SVOL | Simplify Volatility Premium | ETF-其他 | 1.85% | -1.71% | -34.84% | |
| 15 | SBAR | Simplify Barrier Income ETF | ETF-其他 | 1.77% | -1.55% | -3.35% | |
| 16 | HIGH | Simplify Enhanced Income ETF | ETF-其他 | 1.75% | -1.75% | EXIT | |
| 17 | FOXY | Simplify Currency Strtgy ETF | ETF-其他 | 1.68% | -1.45% | — | |
| 18 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.37% | -1.21% | +8.03% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.14% | -1.02% | +5.56% | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.13% | -1.01% | +5.59% | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.94% | — | +4.82% | |
| 22 | GAEM | Simplify Gamma Emrg Mrk Bnd | ETF-其他 | 0.88% | -0.81% | -5.39% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.52% | -0.38% | — | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.39% | -0.34% | +5.38% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.39% | -0.34% | +5.29% | |
| 26 | TSLA | Tesla INC | 股票-周期性消费 | 0.34% | — | -57.29% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.25% | — | +59.08% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.25% | — | +71.64% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.23% | -0.22% | -17.60% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.15% | — | +140.08% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.12% | — | +14.46% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.10% | — | -65.29% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.10% | — | — | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.09% | — | +4.46% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.09% | — | +164.29% | |
| 36 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.08% | — | +5500.00% | |
| 37 | AHR | American Healthcare Reit INC | 股票-房地产 | 0.07% | — | +49.13% | |
| 38 | BND | Vanguard Total Bond Market | ETF-其他 | 0.07% | — | — | |
| 39 | DAL | Delta Air Lines INC | 股票-工业 | 0.07% | — | +7.70% | |
| 40 | MTB | M & T Bank CORP | 股票-金融 | 0.07% | — | — | |
| 41 | IONQ | Ionq INC | 股票-科技 | 0.06% | — | +16.35% | |
| 42 | VUG | Vanguard Growth ETF | ETF-其他 | 0.06% | — | -21.03% | |
| 43 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.06% | — | -5.10% | |
| 44 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.05% | — | -59.63% | |
| 45 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.05% | — | — | |
| 46 | ED | Consolidated Edison INC | 股票-公用事业 | 0.05% | — | — | |
| 47 | SO | Southern Co/the | 股票-公用事业 | 0.05% | — | — | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.05% | — | -18.71% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.04% | — | -72.29% | |
| 50 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.04% | — | — |