CIK: 0001764049
申报总市值
US$12.1亿
仅显示前 200 大持股（共 213 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 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 9.99% | +0.46% | -0.44% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.95% | -0.19% | +0.20% | |
| 3 | ✓ | Invesco Qqq Trust | 股票-其他 | 5.42% | — | -0.01% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.18% | -0.24% | +3.06% | |
| 5 | ✓ | Jpmorgan Equity Premium Income | 股票-其他 | 2.74% | -0.08% | -20.99% | |
| 6 | PEP | Pepsico INC | 股票-非周期性消费 | 2.66% | +0.11% | +0.07% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 2.48% | +0.11% | +254.92% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.43% | — | -9.80% | |
| 9 | ✓ | First Trust ETF TCW Unconstrai | ETF-其他 | 2.23% | — | — | |
| 10 | VTV | Vanguard Value ETF | ETF-其他 | 2.20% | — | -1.77% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.17% | -0.74% | -0.43% | |
| 12 | ✓ | Alphabet Inc. | 股票-其他 | 2.11% | -0.29% | -0.06% | |
| 13 | ✓ | Ishares Tr Msci USA Qlt Fct | 股票-其他 | 2.08% | — | +17.93% | |
| 14 | ✓ | Standard BioTools Inc. | 股票-其他 | 1.90% | — | — | |
| 15 | ✓ | Alphabet Inc. | 股票-其他 | 1.51% | — | -1.98% | |
| 16 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 1.49% | — | — | |
| 17 | APH | Amphenol Corp-cl A | 股票-科技 | 1.48% | -0.13% | — | |
| 18 | ✓ | Costco Wholesale Corporation | 股票-其他 | 1.30% | +0.11% | -1.47% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.24% | -0.20% | -0.67% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.21% | +0.05% | +6.14% | |
| 21 | ✓ | Visa Inc. | 股票-其他 | 1.19% | -0.11% | +7.84% | |
| 22 | BND | Vanguard Total Bond Market | ETF-其他 | 1.08% | — | +39.81% | |
| 23 | ✓ | NVIDIA Corporation | 股票-其他 | 1.05% | -0.19% | +1.01% | |
| 24 | ✓ | UnitedHealth Group Incorporated | 股票-其他 | 1.02% | — | -0.37% | |
| 25 | ✓ | First Trust ETF Muni High Inc | ETF-其他 | 0.93% | +0.27% | +30.06% | |
| 26 | ✓ | Merck & Co., Inc. | 股票-其他 | 0.89% | +0.17% | -2.30% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.88% | — | +20.46% | |
| 28 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.82% | — | +0.45% | |
| 29 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.80% | +0.13% | +39.04% | |
| 30 | ✓ | Zoetis Inc. | 股票-其他 | 0.77% | — | +0.03% | |
| 31 | ✓ | Ares Capital Corp. | 股票-其他 | 0.76% | — | +4.14% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.75% | +0.48% | -2.46% | |
| 33 | ✓ | BlackRock, Inc. | 股票-其他 | 0.71% | — | +1.49% | |
| 34 | WMT | Walmart INC | 股票-非周期性消费 | 0.71% | — | -0.02% | |
| 35 | ✓ | Shockwave Med Inc | 股票-其他 | 0.64% | — | +0.33% | |
| 36 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.63% | — | +3.46% | |
| 37 | ✓ | AbbVie Inc. | 股票-其他 | 0.61% | — | -4.18% | |
| 38 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.56% | — | -2.44% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.54% | — | -13.47% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.53% | — | +0.18% | |
| 41 | ✓ | Ft Cboe Vest Us Equity Deep Bu | 股票-其他 | 0.52% | — | -9.74% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.52% | — | -0.35% | |
| 43 | ✓ | Adobe Inc. | 股票-其他 | 0.50% | — | -0.78% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.50% | — | -3.24% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.50% | — | -5.33% | |
| 46 | ✓ | First TR Global Tactical Commodity ETF | ETF-避险与商品 | 0.49% | — | -62.58% | |
| 47 | ✓ | MercadoLibre, Inc. | 股票-其他 | 0.49% | -0.14% | EXIT | |
| 48 | ✓ | Datadog INC Cl A Com | 股票-其他 | 0.49% | — | -8.22% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.47% | — | -1.94% | |
| 50 | NOC | Northrop Grumman CORP | 股票-工业 | 0.47% | +0.07% | +35.26% |