CIK: 0001809159
申报总市值
US$1.4亿
仅显示前 200 大持股（共 247 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 | AAPL | Apple INC | 股票-科技 | 10.26% | — | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.89% | — | -0.11% | |
| 3 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 7.14% | — | +9.14% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.56% | — | -2.55% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.97% | — | — | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 4.70% | — | -0.53% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.44% | — | +0.04% | |
| 8 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 3.82% | — | -3.48% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.74% | — | +0.57% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 3.44% | — | +4916.19% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.41% | — | — | |
| 12 | JUCY | Aptus Enhanced Yield ETF | ETF-其他 | 2.66% | — | +20.54% | |
| 13 | GILD | Gilead Sciences INC | 股票-医疗保健 | 2.04% | — | — | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 2.02% | — | +3.14% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.76% | — | -10.80% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.59% | — | — | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.38% | — | -2.67% | |
| 18 | SRE | Sempra | 股票-公用事业 | 1.32% | — | +100.31% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.13% | — | — | |
| 20 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.02% | — | — | |
| 21 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.00% | — | — | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.87% | — | +4.57% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.83% | — | +4.43% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 0.76% | — | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | — | — | |
| 26 | DE | Deere & Co | 股票-工业 | 0.72% | — | — | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.63% | — | — | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.61% | — | — | |
| 29 | TGTX | Tg Therapeutics INC | 股票-医疗保健 | 0.60% | — | +5.33% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.51% | — | — | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.51% | — | -2.77% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.50% | — | — | |
| 33 | ADBE | Adobe INC | 股票-科技 | 0.50% | — | +7.49% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.50% | — | +2.10% | |
| 35 | RELX | Relx PLC - Spon Adr | 股票-工业 | 0.45% | — | — | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.42% | — | — | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.40% | — | +10.77% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.40% | — | +11.51% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.39% | — | — | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.38% | — | +0.42% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.37% | — | — | |
| 42 | NFLX | Netflix INC | 股票-通信服务 | 0.35% | — | — | |
| 43 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.33% | — | -11.79% | |
| 44 | SUB | Ishares Short-term National | ETF-其他 | 0.32% | — | — | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.30% | — | — | |
| 46 | FMB | First Trust Managed Municipa | ETF-其他 | 0.29% | — | — | |
| 47 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.29% | — | +15.38% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.28% | — | — | |
| 49 | UPS | United Parcel Service-cl B | 股票-工业 | 0.28% | — | — | |
| 50 | PLSE | Pulse Biosciences INC | 股票-其他 | 0.26% | — | +8.53% |