CIK: 0001801868
申报总市值
US$38.6亿
仅显示前 200 大持股（共 245 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 | STMP | Stamps.com INC | 股票-其他 | 7.03% | — | -0.33% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.66% | -0.69% | -6.78% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.87% | +0.99% | +17.78% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.89% | — | -5.00% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 3.33% | — | +1628.42% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.74% | — | -42.06% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.54% | — | +7.24% | |
| 8 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 2.48% | — | +91.06% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | — | -6.06% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.22% | +0.16% | +270.64% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.75% | — | +1049.47% | |
| 12 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.67% | — | +36.00% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.64% | — | — | |
| 14 | INTC | Intel CORP | 股票-科技 | 1.51% | +1.12% | +53.31% | |
| 15 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 1.50% | — | +89.36% | |
| 16 | NFLX | Netflix INC | 股票-通信服务 | 1.44% | +0.24% | +5.27% | |
| 17 | CSCO | Cisco Systems INC | 股票-科技 | 1.39% | -0.85% | +48.93% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.28% | — | -34.99% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.10% | -0.15% | -0.28% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.07% | +0.03% | -20.36% | |
| 21 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 1.06% | — | +6.93% | |
| 22 | AMGN | Amgen INC | 股票-医疗保健 | 1.05% | +0.31% | -19.70% | |
| 23 | VZ | Verizon Communications INC | 股票-通信服务 | 0.93% | — | +21.69% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | — | -10.24% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.82% | — | +25.66% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | -0.35% | EXIT | |
| 27 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.79% | -0.53% | +1107.93% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.79% | — | +4.35% | |
| 29 | CAT | Caterpillar INC | 股票-工业 | 0.79% | — | +13.06% | |
| 30 | SHOP | Shopify INC - Class A | 股票-科技 | 0.78% | -0.33% | -25.42% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | — | +239.46% | |
| 32 | RTX | Rtx CORP | 股票-工业 | 0.75% | — | — | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.74% | — | -11.44% | |
| 34 | IXN | Ishares Global Tech ETF | ETF-科技型 | 0.73% | — | -4.75% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.71% | — | -7.53% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.70% | — | +83.12% | |
| 37 | TMUS | T-mobile US INC | 股票-通信服务 | 0.70% | +0.37% | — | |
| 38 | PFE | Pfizer INC | 股票-医疗保健 | 0.69% | — | +19.77% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.69% | — | -30.96% | |
| 40 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.69% | — | — | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.66% | -0.80% | -24.99% | |
| 42 | PYPL | Paypal Holdings INC | 股票-金融 | 0.64% | — | +94.93% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.63% | — | +13.74% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.62% | — | -26.51% | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.58% | +0.26% | -35.60% | |
| 46 | MMM | 3m Co | 股票-工业 | 0.58% | — | -3.94% | |
| 47 | QCOM | Qualcomm INC | 股票-科技 | 0.58% | — | -0.92% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.57% | — | -30.23% | |
| 49 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.56% | — | +26.22% | |
| 50 | AVGO | Broadcom INC | 股票-科技 | 0.56% | +0.42% | -22.25% |