CIK: 0001800379
申报总市值
US$5.5亿
仅显示前 200 大持股（共 249 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 5.18% | — | +6.56% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 4.53% | +0.30% | +4.67% | |
| 3 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.20% | -0.50% | -7.71% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.94% | -0.26% | -0.68% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 3.91% | — | +0.08% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.86% | -0.22% | -2.29% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.94% | -0.06% | -1.33% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.46% | +0.18% | +4.39% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.16% | +0.11% | +2.61% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.93% | -0.19% | -3.08% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.92% | -0.06% | -0.31% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.87% | -0.17% | -0.44% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.70% | +0.41% | +17.24% | |
| 14 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 1.64% | — | -0.30% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.63% | -0.10% | -3.56% | |
| 16 | SSUS | Day Hagan Smart Sector ETF | ETF-其他 | 1.60% | — | -0.70% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.53% | — | +0.86% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.39% | -0.06% | +1.54% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.35% | — | +0.87% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.34% | -0.10% | +1.45% | |
| 21 | ARKK | Ark Innovation ETF | ETF-其他 | 1.31% | -0.13% | +0.13% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.04% | — | -0.67% | |
| 23 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 1.03% | +0.10% | +1.33% | |
| 24 | MS | Morgan Stanley | 股票-金融 | 1.02% | -0.08% | +3.94% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.00% | -0.07% | +1.32% | |
| 26 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.98% | -0.05% | -4.76% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.97% | -0.08% | +2.94% | |
| 28 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.94% | — | +1.53% | |
| 29 | JSCP | Jpmorgan Short Duration Core | ETF-其他 | 0.92% | +0.20% | +187.38% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.85% | — | +2.92% | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 0.83% | +0.08% | -0.53% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.81% | -0.07% | -24.32% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.76% | -0.08% | +0.45% | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.76% | -0.23% | +38.03% | |
| 35 | EMR | Emerson Electric Co | 股票-工业 | 0.70% | — | -0.98% | |
| 36 | AWR | American States Water Co | 股票-公用事业 | 0.69% | — | -0.94% | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.68% | — | +4.97% | |
| 38 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.67% | +0.18% | +20.77% | |
| 39 | PM | Philip Morris International | 股票-非周期性消费 | 0.67% | — | -0.23% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.64% | -0.16% | +0.93% | |
| 41 | NEE | Nextera Energy INC | 股票-公用事业 | 0.62% | +0.10% | -0.25% | |
| 42 | FLV | American Century Focused Lar | ETF-其他 | 0.61% | — | +103.15% | |
| 43 | STWD | Starwood Property Trust INC | 股票-房地产 | 0.61% | — | -3.31% | |
| 44 | LNTH | Lantheus Holdings INC | 股票-医疗保健 | 0.61% | +0.13% | +32.30% | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.61% | — | +2.15% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.60% | — | +0.47% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.59% | — | -1.86% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | -0.06% | -0.11% | |
| 49 | UPS | United Parcel Service-cl B | 股票-工业 | 0.56% | — | +5.69% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | — | +7.00% |