CIK: 0001774086
申报总市值
US$4.6亿
仅显示前 200 大持股（共 217 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.07% | +0.26% | -14.38% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.77% | — | +10.96% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 3.32% | — | -47.13% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.95% | — | +26.82% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.86% | -0.11% | -3.47% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 2.60% | — | +4.04% | |
| 7 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 2.47% | — | +1345.01% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.15% | — | +7.14% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 2.06% | — | -2.29% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.99% | — | +9.68% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.95% | -0.03% | +2.52% | |
| 12 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.50% | — | -2.18% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.30% | +0.42% | -7.02% | |
| 14 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 1.24% | — | +2.49% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.23% | +0.01% | +2.17% | |
| 16 | USRT | Ishares Core US Reit ETF | ETF-其他 | 1.20% | — | -0.22% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.14% | — | -0.14% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | -0.05% | +0.72% | |
| 19 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 1.10% | — | +3.49% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.07% | -0.21% | EXIT | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.05% | — | -47.98% | |
| 22 | ADBE | Adobe INC | 股票-科技 | 1.04% | -0.59% | EXIT | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.01% | — | +207.26% | |
| 24 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.01% | — | -1.33% | |
| 25 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.00% | — | +3.84% | |
| 26 | ELV | Elevance Health INC | 股票-医疗保健 | 0.99% | — | -0.65% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.94% | -0.08% | +11.10% | |
| 28 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.92% | +0.19% | NEW | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.90% | — | +5.09% | |
| 30 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.90% | — | +1.71% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.87% | +0.30% | +6.34% | |
| 32 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-其他 | 0.85% | — | +1.07% | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.79% | — | +0.19% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.77% | — | +27.79% | |
| 35 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.71% | — | +85.15% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.71% | +0.10% | +8.07% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | +0.19% | +8.62% | |
| 38 | QDEF | Flexshares Quality Dividend | ETF-其他 | 0.67% | — | +9.13% | |
| 39 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.67% | — | +4.65% | |
| 40 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.65% | — | -12.50% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.65% | — | +6.64% | |
| 42 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 0.63% | — | +5.20% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.63% | — | +2.14% | |
| 44 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.62% | — | +3.58% | |
| 45 | AMGN | Amgen INC | 股票-医疗保健 | 0.62% | — | +11.37% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | — | +0.56% | |
| 47 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-其他 | 0.55% | — | — | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.55% | — | +0.46% | |
| 49 | FFEB | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.55% | — | — | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.55% | — | -3.41% |