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 | 3.41% | +0.26% | -0.20% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.10% | -0.11% | -26.94% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.98% | -0.03% | +2.11% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.63% | — | -2.50% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.54% | -0.08% | -0.42% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.24% | +0.40% | -2.13% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.89% | -0.05% | +0.89% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 1.86% | +0.10% | +1.99% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.77% | +0.01% | +1.66% | |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.76% | — | +11.88% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.63% | +0.30% | -1.71% | |
| 12 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.62% | — | -2.12% | |
| 13 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 1.60% | — | -1.23% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.53% | — | +6.59% | |
| 15 | ADBE | Adobe INC | 股票-科技 | 1.42% | -0.59% | EXIT | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.37% | +0.19% | +3.85% | |
| 17 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.31% | — | +4.25% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.29% | +0.01% | +0.20% | |
| 19 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.27% | — | +1.74% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.22% | — | -2.09% | |
| 21 | ELV | Elevance Health INC | 股票-医疗保健 | 1.22% | — | +2.20% | |
| 22 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.20% | — | +0.79% | |
| 23 | FEX | First Trust Large Cap Core A | ETF-大型股与成长 | 1.20% | — | -2.24% | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.20% | — | +0.78% | |
| 25 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.13% | — | +5.75% | |
| 26 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.12% | — | -3.04% | |
| 27 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 1.09% | — | -1.61% | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.01% | — | -2.49% | |
| 29 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.97% | — | +4.58% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.94% | +0.44% | -7.63% | |
| 31 | ALGN | Align Technology INC | 股票-医疗保健 | 0.88% | — | -0.80% | |
| 32 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.88% | — | -3.46% | |
| 33 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.87% | — | -6.54% | |
| 34 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.84% | — | +2.19% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.81% | — | -0.11% | |
| 36 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.79% | — | -4.82% | |
| 37 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.76% | — | +3.27% | |
| 38 | XLF | Ss Financial Select Sector | ETF-其他 | 0.75% | — | +1.07% | |
| 39 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.72% | — | — | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.72% | — | +7.46% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | +1.33% | |
| 42 | ARCC | Ares Capital CORP | 股票-金融 | 0.68% | — | -1.15% | |
| 43 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.68% | — | -1.92% | |
| 44 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.67% | — | -12.95% | |
| 45 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.66% | — | -1.68% | |
| 46 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.63% | — | -5.29% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | — | +13.77% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.63% | — | -25.40% | |
| 49 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.63% | — | +2.92% | |
| 50 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.62% | — | +4.68% |