CIK: 0002051715
申报总市值
US$1.2亿
仅显示前 200 大持股（共 1028 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 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 9.46% | +0.48% | +6.63% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 8.80% | -0.11% | -3.01% | |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 6.63% | -0.37% | +10.92% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 6.62% | +0.18% | +2.27% | |
| 5 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 6.46% | — | -3.31% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 6.10% | -0.15% | +2.94% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 5.08% | +0.07% | +3.89% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.87% | +0.14% | +3.77% | |
| 9 | LVHI | Franklin International Low V | ETF-其他 | 3.74% | +0.94% | +3.24% | |
| 10 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 3.72% | +0.10% | +4.55% | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 3.33% | — | +2.16% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.66% | -0.16% | -4.71% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.58% | -0.38% | +1.57% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.41% | -0.38% | -0.99% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.16% | -0.06% | -3.14% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.05% | -0.04% | -10.07% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.94% | -0.21% | -5.55% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.72% | -0.04% | +7.35% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.61% | -0.09% | +0.18% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.56% | -0.08% | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.55% | -0.05% | +5.61% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 0.51% | -0.15% | -9.29% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | -0.04% | +4.80% | |
| 24 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-其他 | 0.45% | — | +5.32% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.42% | +0.06% | +2.42% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.42% | +0.01% | — | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 0.41% | -0.05% | -2.15% | |
| 28 | VTV | Vanguard Value ETF | ETF-其他 | 0.41% | +0.01% | — | |
| 29 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.34% | +0.01% | — | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.34% | +0.07% | -0.53% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.32% | -0.02% | -0.48% | |
| 32 | AUSF | Global X Adaptive US Factor | ETF-其他 | 0.30% | +0.43% | — | |
| 33 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.29% | — | -0.70% | |
| 34 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.29% | -0.04% | +2.44% | |
| 35 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.29% | -0.05% | +6.68% | |
| 36 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.29% | -0.01% | — | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.28% | — | -14.00% | |
| 38 | RTX | Rtx CORP | 股票-工业 | 0.27% | — | -11.90% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.27% | -0.04% | -0.62% | |
| 40 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.26% | — | — | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.26% | -0.03% | +4.82% | |
| 42 | TSLA | Tesla INC | 股票-周期性消费 | 0.25% | -0.07% | +9.36% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.25% | -0.02% | +0.83% | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.24% | — | — | |
| 45 | UL | Unilever PLC | 股票-非周期性消费 | 0.23% | — | -1.37% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.23% | -0.02% | +3.29% | |
| 47 | NFLX | Netflix INC | 股票-通信服务 | 0.23% | +0.01% | -4.78% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.22% | — | -2.79% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.22% | +0.11% | +57.71% | |
| 50 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.22% | — | +2.07% |