CIK: 0002012303
申报总市值
US$1.6亿
仅显示前 200 大持股（共 598 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 | ABBNY | Abb Ltd-spon Adr | 股票-工业 | 47.05% | -46.76% | — | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.65% | +1.65% | -2.93% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.41% | +1.96% | -0.24% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 1.86% | +2.32% | +1.47% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 1.76% | +2.05% | -2.79% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.38% | — | -5.85% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.33% | +0.99% | +16.10% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.19% | +1.00% | +8.74% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.07% | — | +2.01% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.02% | +0.60% | +0.37% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.99% | — | +1.91% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.94% | +0.78% | -4.19% | |
| 13 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.91% | — | -1.96% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.78% | — | -7.60% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.77% | +0.40% | -5.77% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.71% | +0.56% | +3.85% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.69% | -0.08% | +0.53% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | — | +1.61% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.53% | — | +3.55% | |
| 20 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.53% | — | +13.20% | |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.47% | +0.31% | -22.57% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.47% | — | +5.56% | |
| 23 | IPAC | Ishares Core Msci Pacific Et | ETF-其他 | 0.46% | — | -0.62% | |
| 24 | VWIAX | Vanguard Wellesley Inc-adm | 股票-其他 | 0.46% | -0.20% | +4.24% | |
| 25 | MA | Mastercard INC - A | 股票-金融 | 0.45% | +0.32% | +1.46% | |
| 26 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.36% | +0.19% | +87.97% | |
| 27 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.36% | — | -0.62% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.36% | — | +6.18% | |
| 29 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.35% | +0.24% | +0.43% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.34% | +1.42% | +0.02% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.34% | — | +1.47% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.34% | — | +1.87% | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.34% | — | +9.66% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.34% | — | +2.40% | |
| 35 | TSLA | Tesla INC | 股票-周期性消费 | 0.33% | — | -14.96% | |
| 36 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 0.32% | — | +7.28% | |
| 37 | TMUS | T-mobile US INC | 股票-通信服务 | 0.32% | — | — | |
| 38 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.31% | — | +5.36% | |
| 39 | GWX | State Street Spdr S&p Intern | ETF-其他 | 0.31% | +0.15% | -1.06% | |
| 40 | CTAS | Cintas CORP | 股票-工业 | 0.31% | — | +1.08% | |
| 41 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.31% | +0.19% | +9.37% | |
| 42 | WMT | Walmart INC | 股票-非周期性消费 | 0.30% | — | +0.02% | |
| 43 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.29% | — | -8.39% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.29% | +0.52% | +1.48% | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.28% | — | -4.15% | |
| 46 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.28% | -0.02% | — | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.28% | -0.28% | EXIT | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.28% | — | +1.69% | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.28% | +0.14% | +1.87% | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.27% | — | -0.89% |