CIK: 0002012303
申报总市值
US$1.6亿
仅显示前 200 大持股（共 600 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 | VUG | Vanguard Growth ETF | ETF-其他 | 4.83% | +2.05% | +32.72% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 4.80% | +2.32% | +23.55% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 4.12% | +1.65% | — | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.51% | +1.96% | +0.13% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.06% | — | +69.39% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.93% | +1.42% | +101.81% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.81% | +0.99% | +1.31% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.95% | +0.78% | +2.56% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.70% | — | +1.44% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | +0.60% | +0.58% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.49% | — | — | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.45% | +0.25% | +100.00% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.43% | — | +2.03% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.36% | — | +30.92% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.17% | +0.40% | +0.86% | |
| 16 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 1.08% | — | +1.30% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.06% | -0.08% | +102.60% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.05% | +0.56% | +0.38% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.99% | +1.00% | — | |
| 20 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.95% | — | — | |
| 21 | IPAC | Ishares Core Msci Pacific Et | ETF-其他 | 0.94% | — | +3.48% | |
| 22 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.88% | +0.31% | +2.93% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.86% | +0.52% | +38.45% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.84% | — | +99.08% | |
| 25 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 0.83% | — | +2.47% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.77% | — | +0.88% | |
| 27 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.77% | — | +0.29% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | — | +0.09% | |
| 29 | CTAS | Cintas CORP | 股票-工业 | 0.72% | — | — | |
| 30 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.72% | +0.31% | +1.61% | |
| 31 | BND | Vanguard Total Bond Market | ETF-其他 | 0.71% | — | +81.63% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.70% | — | +0.15% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | — | +4.07% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.68% | +0.32% | +0.49% | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.68% | +0.14% | +66.00% | |
| 36 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.66% | — | — | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.64% | — | — | |
| 38 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.64% | — | +2.19% | |
| 39 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.63% | +0.19% | +2.70% | |
| 40 | ADBE | Adobe INC | 股票-科技 | 0.63% | — | — | |
| 41 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.62% | -0.02% | — | |
| 42 | XLE | Ss Energy Select Sector | ETF-其他 | 0.60% | — | — | |
| 43 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.60% | +0.26% | NEW | |
| 44 | SNPS | Synopsys INC | 股票-科技 | 0.58% | — | — | |
| 45 | TMUS | T-mobile US INC | 股票-通信服务 | 0.56% | — | — | |
| 46 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.56% | — | +1.37% | |
| 47 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.56% | — | +1.09% | |
| 48 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 0.55% | — | — | |
| 49 | ASML | ASML Holding N.V. | 股票-科技 | 0.51% | — | +0.76% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.51% | — | +99.61% |