CIK: 0001774086
申报总市值
US$4.6亿
仅显示前 200 大持股（共 227 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 | 5.55% | +0.26% | +7.49% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.60% | — | -0.97% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.09% | -0.11% | +258.21% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.98% | — | -1.06% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.81% | — | -0.72% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 2.45% | — | +3.27% | |
| 7 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 2.24% | — | -0.53% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.11% | — | +4.85% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.77% | — | -4.60% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.77% | -0.03% | -3.36% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.72% | — | -9.68% | |
| 12 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 1.44% | — | — | |
| 13 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 1.37% | — | +22.80% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.29% | +0.42% | +0.12% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.28% | +0.01% | +0.45% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.21% | -0.21% | EXIT | |
| 17 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 1.17% | — | +15.19% | |
| 18 | USRT | Ishares Core US Reit ETF | ETF-其他 | 1.13% | — | +2.78% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.11% | — | +3.38% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | -0.05% | +0.99% | |
| 21 | ADBE | Adobe INC | 股票-科技 | 1.03% | -0.59% | EXIT | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.00% | — | -0.03% | |
| 23 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.99% | — | -11.07% | |
| 24 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.99% | — | +101.83% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.96% | -0.08% | +8.41% | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.95% | +0.19% | NEW | |
| 27 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.94% | — | +8.55% | |
| 28 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.93% | — | -6.62% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.91% | — | +24.10% | |
| 30 | ELV | Elevance Health INC | 股票-医疗保健 | 0.91% | — | -0.40% | |
| 31 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.91% | — | -12.13% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.88% | +0.30% | -3.23% | |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.87% | — | -4.64% | |
| 34 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-其他 | 0.85% | — | +7.43% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.82% | — | +4.72% | |
| 36 | QDEF | Flexshares Quality Dividend | ETF-其他 | 0.78% | — | +20.59% | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 0.77% | +0.10% | +3.39% | |
| 38 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.72% | — | +9.48% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | +0.19% | +5.56% | |
| 40 | AMGN | Amgen INC | 股票-医疗保健 | 0.65% | — | +7.50% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.62% | — | -2.36% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | -2.69% | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.62% | — | +1.59% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.61% | +0.40% | +213.53% | |
| 45 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 0.61% | — | +9.19% | |
| 46 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.60% | — | +1.62% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.59% | — | -5.17% | |
| 48 | ITB | Ishares U.s. Home Constructi | ETF-其他 | 0.58% | — | -0.88% | |
| 49 | ALGN | Align Technology INC | 股票-医疗保健 | 0.57% | — | +1.64% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.56% | — | +21.46% |