CIK: 0001774086
申报总市值
US$4.6亿
仅显示前 200 大持股（共 226 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 | 5.05% | +0.26% | -4.87% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.58% | — | -3.28% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.59% | — | +2.00% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.26% | — | -3.68% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.16% | -0.11% | -1.88% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 2.00% | — | +1.41% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.95% | — | -1.46% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | -0.03% | +2.82% | |
| 9 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 1.79% | — | +0.46% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.55% | -0.05% | -0.49% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.50% | -0.08% | +7.60% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.41% | -0.21% | EXIT | |
| 13 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 1.40% | — | +3.13% | |
| 14 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.37% | — | +3.13% | |
| 15 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 1.29% | — | +23.32% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.29% | — | +0.58% | |
| 17 | USRT | Ishares Core US Reit ETF | ETF-其他 | 1.29% | — | +1.53% | |
| 18 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 1.20% | — | +2.92% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.19% | +0.01% | +6.79% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.18% | — | -0.38% | |
| 21 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.18% | — | +4.69% | |
| 22 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-其他 | 1.14% | — | +0.47% | |
| 23 | ELV | Elevance Health INC | 股票-医疗保健 | 1.13% | — | +0.05% | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.10% | — | +0.72% | |
| 25 | FIXD | First Trust Smith Opportunis | ETF-其他 | 1.10% | — | +13.44% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.09% | +0.30% | +7.43% | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.06% | +0.19% | NEW | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.02% | — | -4.32% | |
| 29 | ADBE | Adobe INC | 股票-科技 | 1.00% | -0.59% | EXIT | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 1.00% | +0.10% | +2.37% | |
| 31 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.98% | — | +1.33% | |
| 32 | QDEF | Flexshares Quality Dividend | ETF-其他 | 0.93% | — | +7.50% | |
| 33 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 0.91% | — | +304.50% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.87% | +0.19% | +10.68% | |
| 35 | AMGN | Amgen INC | 股票-医疗保健 | 0.80% | — | +8.68% | |
| 36 | VZ | Verizon Communications INC | 股票-通信服务 | 0.77% | — | -0.41% | |
| 37 | ALGN | Align Technology INC | 股票-医疗保健 | 0.77% | — | +0.85% | |
| 38 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.75% | — | +2.75% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.73% | — | -4.60% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.71% | +0.42% | -34.31% | |
| 41 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 0.70% | — | — | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | +0.40% | +6.56% | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.69% | — | +8.75% | |
| 44 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 0.68% | — | -7.07% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.68% | — | -6.52% | |
| 46 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.66% | — | -0.09% | |
| 47 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.64% | — | +5.71% | |
| 48 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 0.62% | — | -1.08% | |
| 49 | ARCC | Ares Capital CORP | 股票-金融 | 0.61% | — | +1.09% | |
| 50 | VTV | Vanguard Value ETF | ETF-其他 | 0.60% | — | -3.48% |