CIK: 0001774086
申报总市值
US$4.6亿
仅显示前 200 大持股（共 228 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 | 3.78% | +0.26% | -4.62% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.30% | -0.11% | +1.45% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.93% | — | +2.79% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.68% | -0.03% | +4.03% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.56% | -0.08% | +7.81% | |
| 6 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 2.09% | — | +1.45% | |
| 7 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.91% | — | +9.34% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.85% | — | +0.50% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.66% | +0.01% | +9.74% | |
| 10 | USRT | Ishares Core US Reit ETF | ETF-其他 | 1.63% | — | +1.18% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.62% | +0.40% | +21.57% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.53% | — | -22.43% | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.52% | +0.10% | +4.70% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.47% | — | +1.51% | |
| 15 | ELV | Elevance Health INC | 股票-医疗保健 | 1.43% | — | +3.04% | |
| 16 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 1.42% | — | +1.37% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.41% | -0.05% | +5.43% | |
| 18 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-其他 | 1.32% | — | +3.54% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.26% | — | +8.20% | |
| 20 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 1.18% | — | +2.62% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.14% | — | +2.36% | |
| 22 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.13% | — | +0.59% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.13% | +0.30% | +16.94% | |
| 24 | ADBE | Adobe INC | 股票-科技 | 1.07% | -0.59% | EXIT | |
| 25 | FIXD | First Trust Smith Opportunis | ETF-其他 | 1.06% | — | +0.92% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | +0.19% | -3.80% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.01% | — | -11.37% | |
| 28 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.00% | — | +6.37% | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.99% | — | +4.17% | |
| 30 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.94% | — | +10.43% | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.87% | — | +6.96% | |
| 32 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.86% | — | +25.42% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.84% | — | +0.15% | |
| 34 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.83% | — | +13.04% | |
| 35 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.80% | — | +0.42% | |
| 36 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.80% | — | +15.94% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.78% | — | +108.17% | |
| 38 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 0.75% | — | -7.78% | |
| 39 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.75% | — | +0.80% | |
| 40 | VTV | Vanguard Value ETF | ETF-其他 | 0.73% | — | +4.73% | |
| 41 | ALGN | Align Technology INC | 股票-医疗保健 | 0.72% | — | +12.78% | |
| 42 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 0.71% | — | +2.09% | |
| 43 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.70% | — | +2.20% | |
| 44 | BX | Blackstone INC | 股票-金融 | 0.69% | — | +0.54% | |
| 45 | ARCC | Ares Capital CORP | 股票-金融 | 0.68% | — | +0.21% | |
| 46 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.68% | — | +2.29% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.67% | — | +4.48% | |
| 48 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.66% | — | +7.15% | |
| 49 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.66% | — | +15.34% | |
| 50 | XLF | Ss Financial Select Sector | ETF-其他 | 0.65% | — | +28.56% |