CIK: 0001800379
申报总市值
US$5.5亿
仅显示前 200 大持股（共 255 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 | 5.28% | — | +0.07% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.96% | -0.26% | +1.36% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 4.39% | +0.30% | +2.53% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.17% | -0.22% | +288.41% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 3.95% | — | +1.01% | |
| 6 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.13% | -0.50% | -2.56% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.96% | -0.06% | +0.30% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.39% | +0.18% | +6.14% | |
| 9 | JSCP | Jpmorgan Short Duration Core | ETF-其他 | 1.94% | +0.20% | +48.67% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.86% | -0.06% | -3.10% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.85% | +0.11% | -8.23% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.81% | -0.19% | -2.59% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.81% | -0.17% | -1.63% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.81% | +0.41% | +8.18% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.57% | -0.06% | +4.03% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.54% | +0.25% | +47.17% | |
| 17 | SSUS | Day Hagan Smart Sector ETF | ETF-其他 | 1.48% | — | -2.72% | |
| 18 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 1.45% | — | -2.14% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.43% | -0.10% | +4.81% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.39% | -0.10% | -4.63% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.38% | — | +3.22% | |
| 22 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.38% | — | -0.29% | |
| 23 | ARKK | Ark Innovation ETF | ETF-其他 | 1.19% | -0.13% | -5.49% | |
| 24 | MS | Morgan Stanley | 股票-金融 | 1.18% | -0.08% | -1.86% | |
| 25 | JPIE | Jpmorgan Income ETF | ETF-其他 | 1.16% | +0.18% | +25.11% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.10% | -0.07% | -0.45% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.07% | -0.08% | — | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.97% | — | +8.75% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.96% | -0.07% | -8.40% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.93% | -0.08% | +7.36% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.92% | — | -2.42% | |
| 32 | LNTH | Lantheus Holdings INC | 股票-医疗保健 | 0.86% | +0.13% | +12.55% | |
| 33 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.85% | -0.05% | -0.16% | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.78% | — | -6.17% | |
| 35 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.76% | +0.10% | -13.07% | |
| 36 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.75% | -0.23% | +26.72% | |
| 37 | STWD | Starwood Property Trust INC | 股票-房地产 | 0.74% | — | +14.94% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.70% | -0.16% | +9.02% | |
| 39 | EMR | Emerson Electric Co | 股票-工业 | 0.67% | — | -1.11% | |
| 40 | AWR | American States Water Co | 股票-公用事业 | 0.64% | — | -1.70% | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.63% | — | -3.59% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.63% | — | +2.52% | |
| 43 | NEE | Nextera Energy INC | 股票-公用事业 | 0.62% | +0.10% | +3.04% | |
| 44 | NOW | Servicenow INC | 股票-科技 | 0.61% | -0.09% | -0.11% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.61% | — | +21.09% | |
| 46 | FLV | American Century Focused Lar | ETF-其他 | 0.59% | — | -0.59% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.58% | — | +1.22% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | -0.06% | — | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.58% | — | -1.93% | |
| 50 | TSLA | Tesla INC | 股票-周期性消费 | 0.57% | -0.08% | -34.76% |