CIK: 0001913243
申报总市值
US$17.6亿
仅显示前 200 大持股（共 323 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 | 9.03% | -0.27% | -1.10% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.50% | +0.16% | -33.49% | |
| 3 | EMBJ | Embraer Sa-spon Adr | 股票-工业 | 5.17% | — | -0.21% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.44% | -0.17% | -22.05% | |
| 5 | FYT | First Trust Small Cap Val | ETF-中小型股 | 3.33% | — | +0.22% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.33% | -0.28% | -30.53% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.20% | — | -26.52% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.88% | — | -4.88% | |
| 9 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 1.68% | — | +3.38% | |
| 10 | INSG | Inseego CORP | 股票-其他 | 1.63% | — | — | |
| 11 | MPLX | Mplx LP | 股票-能源 | 1.62% | — | +3.28% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.61% | +0.18% | -15.38% | |
| 13 | TSLA | Tesla INC | 股票-周期性消费 | 1.53% | — | -24.51% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.45% | — | -30.71% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.39% | — | -67.93% | |
| 16 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.30% | — | -5.58% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.11% | — | -6.90% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.07% | +0.01% | -29.77% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.04% | — | -22.03% | |
| 20 | ✓ | 股票-其他 | 1.03% | — | -3.60% | ||
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.00% | — | -43.52% | |
| 22 | WLTG | Wealthtrust Dbs Lng Trm Grw | ETF-其他 | 0.84% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | — | -45.64% | |
| 24 | DYFI | Idx Dynamic Fixed Income ETF | ETF-其他 | 0.82% | — | +19.18% | |
| 25 | UWM | Proshares Ultra Russell2000 | ETF-其他 | 0.79% | — | — | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.76% | +0.10% | -47.49% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.75% | — | -34.32% | |
| 28 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.72% | — | +5.17% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.71% | — | +8.13% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.65% | — | -35.43% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.61% | — | -21.12% | |
| 32 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.61% | — | -13.33% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.60% | -0.10% | -19.04% | |
| 34 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.60% | +0.12% | — | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.55% | — | -49.95% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | -0.09% | -49.55% | |
| 37 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.49% | — | +3.11% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.46% | — | +5.33% | |
| 39 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.44% | — | -13.83% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.44% | -0.07% | +25.89% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.42% | — | +3.69% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.41% | — | -38.55% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.41% | — | -2.15% | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.39% | -0.10% | -0.11% | |
| 45 | HUBB | Hubbell INC | 股票-工业 | 0.38% | — | +14.29% | |
| 46 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.38% | — | -21.63% | |
| 47 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.37% | — | +110.84% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.37% | — | -76.98% | |
| 49 | UBER | Uber Technologies INC | 股票-工业 | 0.37% | — | +1.42% | |
| 50 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.37% | -0.07% | -22.78% |