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 | AAPL | Apple INC | 股票-科技 | 3.45% | -0.11% | +37.83% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.42% | +0.26% | -5.26% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.06% | -0.03% | +2.76% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.69% | — | -1.09% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.27% | -0.08% | -2.18% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.17% | +0.40% | -11.81% | |
| 7 | AVGO | Broadcom INC | 股票-科技 | 1.85% | +0.10% | +3.14% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.82% | -0.05% | +16.29% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.73% | +0.01% | +1.68% | |
| 10 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 1.66% | — | -1.05% | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.64% | — | -0.94% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.54% | +0.30% | -5.94% | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.54% | — | +0.71% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.46% | — | -0.42% | |
| 15 | ADBE | Adobe INC | 股票-科技 | 1.35% | -0.59% | EXIT | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.32% | +0.19% | +0.14% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.31% | +0.01% | +0.84% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.27% | — | -1.91% | |
| 19 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 1.24% | — | +1.17% | |
| 20 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.22% | — | +6.71% | |
| 21 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.21% | — | +48.47% | |
| 22 | ELV | Elevance Health INC | 股票-医疗保健 | 1.18% | — | -0.17% | |
| 23 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.16% | — | -23.66% | |
| 24 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 1.16% | — | -0.06% | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.16% | — | -2.41% | |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.16% | — | +51.09% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.16% | — | +50.83% | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.05% | — | -4.30% | |
| 29 | ALGN | Align Technology INC | 股票-医疗保健 | 1.00% | — | -4.59% | |
| 30 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.98% | — | -20.71% | |
| 31 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.96% | — | +15.21% | |
| 32 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.93% | — | — | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.86% | +0.44% | -3.26% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.86% | — | -0.88% | |
| 35 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.84% | — | +4.35% | |
| 36 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.83% | — | -3.76% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.83% | — | -2.15% | |
| 38 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.79% | — | -1.49% | |
| 39 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.75% | — | +4.32% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.73% | — | +7.88% | |
| 41 | XLF | Ss Financial Select Sector | ETF-其他 | 0.73% | — | +9.06% | |
| 42 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.72% | — | +0.59% | |
| 43 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.69% | — | -2.27% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.68% | — | -3.20% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | — | +5.65% | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.65% | — | +4.92% | |
| 47 | ARCC | Ares Capital CORP | 股票-金融 | 0.65% | — | -0.06% | |
| 48 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.64% | — | +3.35% | |
| 49 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.61% | — | +31.28% | |
| 50 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.61% | — | -1.18% |