CIK: 0001913243
申报总市值
US$17.6亿
仅显示前 200 大持股（共 1177 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 | VV | Vanguard Large-cap ETF | ETF-其他 | 3.32% | — | — | |
| 2 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 2.87% | — | — | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.71% | — | +11973.93% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.58% | -0.28% | +4496.84% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.28% | — | +14115.17% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 2.19% | — | — | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.11% | -0.07% | +26407.11% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.73% | — | — | |
| 9 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 1.61% | — | — | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.56% | -0.27% | +1818.70% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.54% | -0.17% | +5060.27% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.51% | — | — | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.40% | +0.16% | +219.62% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.39% | — | — | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.35% | — | +2940.07% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.28% | — | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.12% | -0.10% | +7298.55% | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.96% | — | +10432.93% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | — | +6611.37% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.75% | — | — | |
| 21 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.75% | — | — | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.69% | — | +4253.71% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | — | +10260.53% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.65% | — | — | |
| 25 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.60% | — | +2744.55% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.57% | — | +7497.42% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.57% | — | +5497.34% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 0.52% | +0.10% | +8681.92% | |
| 29 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.52% | — | +2.61% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | — | +4772.51% | |
| 31 | AVGO | Broadcom INC | 股票-科技 | 0.50% | — | +5961.69% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | +0.05% | +2695.15% | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.47% | — | — | |
| 34 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.47% | — | — | |
| 35 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型股与成长 | 0.46% | — | — | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.44% | -0.11% | +339.04% | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.44% | — | +2102.85% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.44% | — | +514.77% | |
| 39 | EMBJ | Embraer Sa-spon Adr | 股票-工业 | 0.43% | — | — | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.42% | — | +1050.15% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | -0.09% | +1456.73% | |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.41% | — | — | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.40% | — | +4467.68% | |
| 44 | TSLA | Tesla INC | 股票-周期性消费 | 0.39% | — | +4139.68% | |
| 45 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.39% | — | -4.05% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.37% | — | +346.45% | |
| 47 | SYK | Stryker CORP | 股票-医疗保健 | 0.37% | — | — | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.37% | — | +1554.59% | |
| 49 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.36% | — | +5858.86% | |
| 50 | FYT | First Trust Small Cap Val | ETF-中小型股 | 0.36% | — | — |