CIK: 0001774086
申报总市值
US$4.6亿
仅显示前 200 大持股（共 219 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 | 4.20% | +0.26% | -4.46% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.19% | -0.11% | +5.78% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.75% | — | +1.70% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.71% | -0.03% | +2.14% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.39% | -0.08% | +10.06% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.96% | — | -2.71% | |
| 7 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 1.91% | — | +3.16% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.88% | — | +4.56% | |
| 9 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.67% | — | +3.70% | |
| 10 | USRT | Ishares Core US Reit ETF | ETF-其他 | 1.62% | — | +4.12% | |
| 11 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 1.50% | — | +4.64% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.50% | -0.05% | -0.90% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.49% | +0.01% | +7.53% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.48% | +0.10% | +2.79% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.41% | +0.30% | +8.77% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.41% | — | +4.18% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.39% | +0.40% | -10.49% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.39% | -0.21% | EXIT | |
| 19 | ELV | Elevance Health INC | 股票-医疗保健 | 1.27% | — | -4.19% | |
| 20 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-其他 | 1.22% | — | +1.10% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.19% | — | +3.05% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.17% | — | -0.54% | |
| 23 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 1.17% | — | +7.80% | |
| 24 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.15% | — | +3.47% | |
| 25 | ADBE | Adobe INC | 股票-科技 | 1.15% | -0.59% | EXIT | |
| 26 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.14% | — | +2.03% | |
| 27 | FIXD | First Trust Smith Opportunis | ETF-其他 | 1.09% | — | -8.68% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.03% | — | -3.88% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 1.02% | +0.19% | +10.63% | |
| 30 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.00% | — | +2.11% | |
| 31 | ALGN | Align Technology INC | 股票-医疗保健 | 0.93% | — | +2.90% | |
| 32 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.92% | — | +96.24% | |
| 33 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.90% | — | +9.63% | |
| 34 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.87% | — | — | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.86% | — | -1.21% | |
| 36 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 0.84% | — | -34.00% | |
| 37 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.79% | — | +1680.86% | |
| 38 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.78% | — | +7.08% | |
| 39 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.75% | — | -6.36% | |
| 40 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.75% | — | +2.20% | |
| 41 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 0.72% | — | -0.66% | |
| 42 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.69% | — | +9.86% | |
| 43 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.68% | — | +3.17% | |
| 44 | BX | Blackstone INC | 股票-金融 | 0.68% | — | -12.10% | |
| 45 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.67% | — | +0.35% | |
| 46 | VTV | Vanguard Value ETF | ETF-其他 | 0.67% | — | +5.18% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.67% | — | +10.48% | |
| 48 | ARCC | Ares Capital CORP | 股票-金融 | 0.66% | — | -0.63% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.66% | — | +39.80% | |
| 50 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.63% | — | -0.17% |