CIK: 0001774086
申报总市值
US$4.6亿
仅显示前 200 大持股（共 239 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 | NVDA | Nvidia CORP | 股票-科技 | 3.59% | +0.40% | +5.20% | |
| 2 | AVGO | Broadcom INC | 股票-科技 | 3.49% | +0.10% | -1.24% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.47% | -0.03% | +10.53% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.32% | -0.11% | +11.43% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.28% | +0.26% | +4.08% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.11% | +0.01% | +25.32% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.75% | -0.08% | +4.59% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.24% | +0.30% | +2.90% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.24% | — | -0.27% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.15% | -0.05% | +2.03% | |
| 11 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.32% | — | +4.13% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.22% | +0.01% | +1.91% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.22% | — | +162.91% | |
| 14 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.21% | — | -3.65% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.14% | — | +68.85% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.14% | — | +1.24% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.13% | +0.19% | -2.22% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.11% | +0.09% | -8.77% | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.07% | — | +17.83% | |
| 20 | RECS | Columbia Resear Enh Cor ETF | ETF-其他 | 1.00% | — | — | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.96% | — | +0.94% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.96% | +0.42% | +32.00% | |
| 23 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.91% | — | -43.86% | |
| 24 | ADBE | Adobe INC | 股票-科技 | 0.91% | -0.59% | EXIT | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 0.91% | — | +1.62% | |
| 26 | FISV | Fiserv INC | 股票-其他 | 0.90% | — | +103.91% | |
| 27 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.89% | — | +10.66% | |
| 28 | XLF | Ss Financial Select Sector | ETF-其他 | 0.82% | — | +4.37% | |
| 29 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.80% | — | +19.18% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.80% | — | -12.15% | |
| 31 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.73% | — | +1.57% | |
| 32 | KMI | Kinder Morgan INC | 股票-能源 | 0.73% | — | +8.11% | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.70% | +0.23% | +43.94% | |
| 34 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.69% | — | -4.85% | |
| 35 | ELV | Elevance Health INC | 股票-医疗保健 | 0.69% | — | +0.50% | |
| 36 | WMT | Walmart INC | 股票-非周期性消费 | 0.67% | — | +5.96% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | — | +10.04% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.66% | +0.06% | +11.85% | |
| 39 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.65% | — | +1.10% | |
| 40 | AXON | Axon Enterprise INC | 股票-工业 | 0.65% | — | — | |
| 41 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.65% | — | +2.75% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.64% | — | +238.91% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.64% | — | +11.66% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.63% | +0.44% | -35.15% | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.62% | -0.20% | EXIT | |
| 46 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.61% | — | +9.24% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.60% | — | -1.45% | |
| 48 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 0.59% | +0.11% | -32.13% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.58% | — | -2.98% | |
| 50 | MBB | Ishares Mbs ETF | ETF-其他 | 0.56% | — | +47.36% |