CIK: 0001803848
申报总市值
US$12.7亿
仅显示前 200 大持股（共 275 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 9.42% | +0.10% | +3.93% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 9.30% | -0.19% | +1.48% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 8.50% | +0.37% | +4.14% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.99% | — | -21.81% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.66% | +0.29% | +7.66% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.81% | -0.45% | -1.66% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.77% | -0.34% | -0.26% | |
| 8 | PRMR | Peakshares Rmr Prime Eqy ETF | ETF-其他 | 3.59% | +0.57% | — | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.88% | +0.20% | +4.50% | |
| 10 | SUB | Ishares Short-term National | ETF-其他 | 2.46% | +0.01% | +6.17% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.33% | — | -0.65% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | -0.42% | +2.10% | |
| 13 | FSMB | First Trust Short Dur Manag | ETF-其他 | 1.64% | +0.05% | +8.41% | |
| 14 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 1.43% | +0.07% | +8.07% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.36% | -0.11% | +2.12% | |
| 16 | FMB | First Trust Managed Municipa | ETF-其他 | 1.29% | +0.04% | -17.42% | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.28% | +0.24% | +20.04% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 1.28% | -0.17% | -7.95% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.23% | +0.04% | -20.87% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | -0.07% | +3.31% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.96% | -0.06% | +8.96% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.77% | — | +3.82% | |
| 23 | CGMU | Cap Group Municipal Income | ETF-其他 | 0.74% | +0.09% | — | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.71% | -0.08% | +5.12% | |
| 25 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.69% | — | -3.42% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.62% | -0.06% | +2.99% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.58% | -0.34% | -20.41% | |
| 28 | TSLA | Tesla INC | 股票-周期性消费 | 0.54% | -0.07% | +12.12% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | +2.95% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | -0.32% | -79.34% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | — | +0.04% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.48% | — | +9.68% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.48% | — | +5.70% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | — | +0.45% | |
| 35 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.47% | — | +98.09% | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.43% | — | +2.77% | |
| 37 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-其他 | 0.42% | +0.05% | +16.81% | |
| 38 | NFLX | Netflix INC | 股票-通信服务 | 0.41% | — | +927.63% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.40% | +0.09% | +13.14% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | +0.11% | +6.98% | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.37% | — | +3.81% | |
| 42 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.37% | -0.25% | +9.92% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.37% | +0.05% | +7.76% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.36% | — | +0.22% | |
| 45 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.35% | — | +4.76% | |
| 46 | CEG | Constellation Energy | 股票-公用事业 | 0.33% | — | +7.22% | |
| 47 | ANET | Arista Networks INC | 股票-科技 | 0.32% | — | +3.25% | |
| 48 | GS | Goldman Sachs Group INC | 股票-金融 | 0.32% | — | +16.97% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.30% | +0.12% | +8.15% | |
| 50 | AXP | American Express Co | 股票-金融 | 0.28% | — | +7.93% |