CIK: 0001774086
申报总市值
US$4.6亿
仅显示前 200 大持股（共 229 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 | MSFT | Microsoft CORP | 股票-科技 | 3.41% | -0.03% | +2.97% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.28% | +0.40% | +0.01% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.20% | +0.26% | -2.85% | |
| 4 | AAPL | Apple INC | 股票-科技 | 2.95% | -0.11% | +0.00% | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 2.79% | +0.10% | +943.44% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.45% | -0.08% | +2.42% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.40% | — | +0.82% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.26% | +0.30% | +21.23% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.24% | +0.01% | +5.58% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.97% | -0.05% | -1.96% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.81% | — | +1.84% | |
| 12 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.56% | — | -2.75% | |
| 13 | ADBE | Adobe INC | 股票-科技 | 1.46% | -0.59% | EXIT | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.28% | +0.01% | +12.32% | |
| 15 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.26% | — | +1.25% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.24% | — | -0.26% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.22% | +0.09% | +11.90% | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.19% | +0.44% | -0.76% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.19% | — | +1.25% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.07% | +0.19% | -29.67% | |
| 21 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 1.07% | +0.11% | +7.61% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.04% | — | +2.69% | |
| 23 | ELV | Elevance Health INC | 股票-医疗保健 | 1.02% | — | -1.87% | |
| 24 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.98% | — | +18.78% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 0.97% | — | +7.89% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.94% | — | +2.38% | |
| 27 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.86% | — | +12.25% | |
| 28 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.82% | — | +4.08% | |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.79% | — | -23.34% | |
| 30 | XLF | Ss Financial Select Sector | ETF-其他 | 0.79% | — | +8.38% | |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.78% | — | -10.20% | |
| 32 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.76% | — | -1.80% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.75% | +0.42% | -7.61% | |
| 34 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.75% | — | +5.08% | |
| 35 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股与成长 | 0.73% | — | -20.38% | |
| 36 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.70% | — | -12.03% | |
| 37 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.68% | — | +7.84% | |
| 38 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.67% | — | +7.45% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | — | -0.56% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.66% | — | -3.15% | |
| 41 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.64% | — | +7.83% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工业 | 0.64% | — | -3.50% | |
| 43 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.62% | — | -1.71% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.62% | — | -0.94% | |
| 45 | WELL | Welltower INC | 股票-房地产 | 0.61% | — | -4.76% | |
| 46 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 0.61% | — | -11.94% | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.60% | — | +1.43% | |
| 48 | KMI | Kinder Morgan INC | 股票-能源 | 0.58% | — | +3.31% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.57% | — | -0.15% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.55% | +0.06% | +166.22% |