CIK: 0001774086
申报总市值
US$4.6亿
仅显示前 200 大持股（共 213 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 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.29% | — | -0.78% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.08% | +0.26% | +0.07% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.74% | -0.11% | +1.29% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.49% | -0.03% | -1.50% | |
| 5 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 2.24% | — | -0.68% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 2.03% | — | -0.07% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.98% | -0.08% | -1.68% | |
| 8 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.94% | — | -23.55% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.83% | — | +41.69% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.71% | -0.05% | -0.03% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.65% | — | +0.74% | |
| 12 | ELV | Elevance Health INC | 股票-医疗保健 | 1.61% | — | -8.59% | |
| 13 | USRT | Ishares Core US Reit ETF | ETF-其他 | 1.47% | — | +0.37% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.44% | +0.01% | +291.85% | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.42% | — | +11.14% | |
| 16 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 1.41% | — | +7.05% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 1.41% | +0.10% | -11.53% | |
| 18 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 1.35% | — | +3.75% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.35% | +0.19% | -0.67% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.22% | +0.01% | +8.17% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.18% | — | +0.20% | |
| 22 | ADBE | Adobe INC | 股票-科技 | 1.13% | -0.59% | EXIT | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.06% | — | +17.33% | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.04% | — | +18.04% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | +0.40% | +7.45% | |
| 26 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.02% | — | +6.90% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.99% | — | +1.36% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.98% | — | +0.31% | |
| 29 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.97% | — | -10.99% | |
| 30 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.88% | — | -2.95% | |
| 31 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.87% | — | +22.32% | |
| 32 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.85% | — | -4.31% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.84% | +0.30% | +31.89% | |
| 34 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.83% | — | +7.11% | |
| 35 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.81% | — | +3.92% | |
| 36 | XSLV | Invesco S&p Smallcap Low Vol | ETF-其他 | 0.79% | — | +2.05% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.78% | +0.44% | +31.65% | |
| 38 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.77% | — | -15.84% | |
| 39 | DE | Deere & Co | 股票-工业 | 0.76% | — | +13.35% | |
| 40 | ALGN | Align Technology INC | 股票-医疗保健 | 0.76% | — | +52.48% | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.75% | — | -5.29% | |
| 42 | ARCC | Ares Capital CORP | 股票-金融 | 0.74% | — | +3.75% | |
| 43 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.73% | — | -6.30% | |
| 44 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.72% | — | — | |
| 45 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.71% | — | — | |
| 46 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 0.71% | — | -0.11% | |
| 47 | XLF | Ss Financial Select Sector | ETF-其他 | 0.71% | — | — | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.70% | — | -0.11% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | — | +2.58% | |
| 50 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.68% | — | — |