CIK: 0001978608
申报总市值
US$7.4亿
仅显示前 200 大持股（共 363 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 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.43% | -0.68% | — | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.05% | — | — | |
| 3 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-其他 | 3.65% | — | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.51% | -0.90% | — | |
| 5 | NFLX | Netflix INC | 股票-通信服务 | 2.17% | — | — | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.78% | — | — | |
| 7 | ADBE | Adobe INC | 股票-科技 | 1.71% | -0.26% | — | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.66% | -0.23% | — | |
| 9 | NOW | Servicenow INC | 股票-科技 | 1.55% | — | — | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.49% | -0.32% | — | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.35% | +0.26% | — | |
| 12 | CRM | Salesforce INC | 股票-科技 | 1.28% | — | — | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.27% | -0.30% | — | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.26% | — | — | |
| 15 | ACN | Accenture plc | 股票-科技 | 1.23% | -0.22% | — | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.20% | -0.29% | — | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.13% | — | — | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.11% | +0.24% | — | |
| 19 | PYPL | Paypal Holdings INC | 股票-金融 | 1.05% | — | — | |
| 20 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 1.05% | — | — | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 1.05% | — | — | |
| 22 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 1.01% | — | — | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.01% | — | — | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.97% | -0.26% | — | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.97% | — | — | |
| 26 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.91% | — | — | |
| 27 | MDT | Medtronic plc | 股票-医疗保健 | 0.89% | — | — | |
| 28 | ADSK | Autodesk INC | 股票-科技 | 0.87% | — | — | |
| 29 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.86% | — | — | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.86% | -0.27% | — | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.83% | — | — | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.79% | +0.16% | — | |
| 33 | FLJH | Franklin Ftse Jpn Hedged ETF | ETF-其他 | 0.77% | — | — | |
| 34 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.74% | — | — | |
| 35 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.74% | — | — | |
| 36 | RTX | Rtx CORP | 股票-工业 | 0.69% | — | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | -0.15% | — | |
| 38 | PM | Philip Morris International | 股票-非周期性消费 | 0.67% | — | — | |
| 39 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.67% | — | — | |
| 40 | ILMN | Illumina INC | 股票-医疗保健 | 0.64% | — | — | |
| 41 | ZTS | Zoetis INC | 股票-医疗保健 | 0.62% | -0.15% | — | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.61% | — | — | |
| 43 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.61% | — | — | |
| 44 | SBSI | Southside Bancshares INC | 股票-其他 | 0.60% | — | — | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | — | — | |
| 46 | UPS | United Parcel Service-cl B | 股票-工业 | 0.55% | — | — | |
| 47 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.55% | -0.72% | — | |
| 48 | FLJP | Franklin Ftse Japan ETF | ETF-其他 | 0.55% | — | — | |
| 49 | WDAY | Workday Inc-class A | 股票-科技 | 0.52% | — | — | |
| 50 | VZ | Verizon Communications INC | 股票-通信服务 | 0.51% | +0.18% | — |