CIK: 0001810099
申报总市值
US$10.5亿
仅显示前 200 大持股（共 213 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 8.13% | — | +460.07% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.83% | — | +5.15% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.74% | — | -2.00% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.20% | — | +92.14% | |
| 5 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 2.08% | -0.29% | EXIT | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.79% | — | -0.13% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.79% | — | +129.28% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.75% | -0.17% | -17.44% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.72% | — | -0.28% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.50% | — | -0.35% | |
| 11 | VONE | Vanguard Russell 1000 | ETF-其他 | 1.46% | — | -0.27% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.38% | — | -17.57% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.27% | — | +6.24% | |
| 14 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 1.26% | — | — | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.25% | — | — | |
| 16 | TSLA | Tesla INC | 股票-周期性消费 | 1.17% | — | +18.61% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | — | -7.21% | |
| 18 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.08% | — | +3.51% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.03% | +0.69% | +16.80% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.00% | +1.35% | NEW | |
| 21 | DRI | Darden Restaurants INC | 股票-周期性消费 | 0.98% | — | -0.25% | |
| 22 | RTX | Rtx CORP | 股票-工业 | 0.97% | +0.34% | +1.84% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.94% | — | +1.40% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.93% | — | +0.48% | |
| 25 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.92% | — | +1.50% | |
| 26 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.91% | — | +2.56% | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.88% | — | +7.78% | |
| 28 | SNOW | Snowflake INC | 股票-科技 | 0.86% | — | +8.52% | |
| 29 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 0.84% | — | +431.85% | |
| 30 | UBER | Uber Technologies INC | 股票-工业 | 0.83% | — | -4.42% | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.83% | — | -2.31% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.83% | — | -1.10% | |
| 33 | PSX | Phillips 66 | 股票-能源 | 0.83% | — | -0.27% | |
| 34 | QCOM | Qualcomm INC | 股票-科技 | 0.81% | -0.33% | +2.01% | |
| 35 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.79% | — | -7.24% | |
| 36 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 0.77% | — | -7.07% | |
| 37 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 0.73% | — | -5.71% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.72% | — | +12.82% | |
| 39 | WMT | Walmart INC | 股票-非周期性消费 | 0.69% | -0.80% | +0.77% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.69% | — | +5.48% | |
| 41 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.69% | — | +29.18% | |
| 42 | BX | Blackstone INC | 股票-金融 | 0.68% | -0.29% | -5.65% | |
| 43 | USB | US Bancorp | 股票-金融 | 0.68% | — | +10.99% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.67% | — | -2.10% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.65% | — | -2.39% | |
| 46 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.65% | — | -7.52% | |
| 47 | IYM | Ishares U.s. Basic Materials | ETF-其他 | 0.63% | — | -3.71% | |
| 48 | UNP | Union Pacific CORP | 股票-工业 | 0.63% | — | +2.94% | |
| 49 | EMR | Emerson Electric Co | 股票-工业 | 0.63% | — | +13.67% | |
| 50 | NET | Cloudflare INC - Class A | 股票-科技 | 0.63% | — | — |