CIK: 0001772715
申报总市值
US$5.1亿
仅显示前 200 大持股（共 644 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 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 股票-其他 | 19.69% | — | -6.04% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 7.40% | — | +0.60% | |
| 3 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 5.67% | +0.24% | -0.06% | |
| 4 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 3.95% | — | -1.58% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.85% | -0.23% | +0.16% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.44% | — | -1.01% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.23% | — | -0.73% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.92% | +0.27% | +24.47% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.90% | -0.54% | +0.05% | |
| 10 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.84% | +0.14% | -0.89% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.67% | +0.28% | +15.44% | |
| 12 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 1.56% | — | — | |
| 13 | LGLV | Spdr US Lc Low Vol Idx | ETF-其他 | 1.49% | — | -1.21% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.41% | — | +18.51% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.35% | — | +0.70% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.32% | — | +5.45% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.10% | — | +1.38% | |
| 18 | INTF | Ishares International Equity | ETF-其他 | 0.96% | — | +5.70% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.95% | -0.16% | +5.86% | |
| 20 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 0.91% | — | -0.20% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 0.75% | — | -0.01% | |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.75% | — | — | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.72% | — | -0.43% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.71% | — | +1.32% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.70% | — | +0.95% | |
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.67% | +0.36% | -17.35% | |
| 27 | EMGF | Ishares Emerging Markets Equ | ETF-新兴市场 | 0.67% | — | +7.12% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | — | +0.02% | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.59% | — | +1.53% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.59% | — | -1.98% | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 0.57% | — | -0.74% | |
| 32 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.56% | — | -0.10% | |
| 33 | ADBE | Adobe INC | 股票-科技 | 0.53% | — | +2.03% | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.52% | — | -0.37% | |
| 35 | ADP | Automatic Data Processing | 股票-科技 | 0.51% | — | -0.35% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.48% | — | +23.51% | |
| 37 | MA | Mastercard INC - A | 股票-金融 | 0.48% | — | -0.57% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.46% | — | +9.49% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | -0.09% | +4.50% | |
| 40 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.41% | — | +0.21% | |
| 41 | C | Citigroup INC | 股票-金融 | 0.41% | — | -0.08% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.40% | — | +11.13% | |
| 43 | T | At&t INC | 股票-通信服务 | 0.40% | — | -8.42% | |
| 44 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.40% | — | — | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.39% | — | — | |
| 46 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 0.39% | — | +6.94% | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.38% | — | -3.00% | |
| 48 | PFE | Pfizer INC | 股票-医疗保健 | 0.37% | — | -1.64% | |
| 49 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.35% | — | -3.51% | |
| 50 | LMT | Lockheed Martin CORP | 股票-工业 | 0.35% | — | -2.74% |