CIK: 0002008738
申报总市值
US$4.7亿
仅显示前 200 大持股（共 209 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 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 5.54% | -0.18% | +55.13% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 5.11% | +1.82% | +92.27% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 5.09% | -0.09% | +369.35% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 4.47% | -0.28% | +240.69% | |
| 5 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 4.37% | -3.95% | +38.33% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 4.16% | -1.03% | +3.56% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.88% | -0.19% | -19.38% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.75% | -2.71% | -8.77% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 3.11% | -0.74% | -23.81% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.84% | -0.06% | -36.78% | |
| 11 | INRO | Ishares US In Ro Act Etf-usd | ETF-其他 | 2.63% | -0.07% | +6.85% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.36% | — | +5.06% | |
| 13 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 2.22% | -0.09% | +82.14% | |
| 14 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 2.15% | -0.08% | — | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.90% | -0.25% | -4.90% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.70% | +0.16% | — | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.43% | -0.73% | +114.82% | |
| 18 | AVGO | Broadcom INC | 股票-科技 | 1.43% | -0.10% | -48.84% | |
| 19 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 1.38% | +0.36% | +789.24% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.14% | -0.09% | -48.99% | |
| 21 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 1.10% | — | -0.18% | |
| 22 | ITW | Illinois Tool Works | 股票-工业 | 0.96% | +0.09% | +0.10% | |
| 23 | WMT | Walmart INC | 股票-非周期性消费 | 0.92% | +0.10% | -47.51% | |
| 24 | BTC | Grayscale Bitcoin Mini ETF | ETF-加密货币 | 0.89% | +0.07% | — | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.82% | — | -33.09% | |
| 26 | EXPD | Expeditors Intl Wash INC | 股票-工业 | 0.81% | — | +5.77% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.79% | -0.70% | -5.07% | |
| 28 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.76% | -0.34% | -0.85% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.74% | — | +4.62% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.70% | -0.08% | +9.32% | |
| 31 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.67% | — | +4.59% | |
| 32 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 0.67% | — | +42.52% | |
| 33 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.67% | — | +4.00% | |
| 34 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.66% | — | +3.85% | |
| 35 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.66% | — | +3.60% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.65% | — | +0.42% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | +0.13% | -41.21% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.57% | — | -29.08% | |
| 39 | TSLA | Tesla INC | 股票-周期性消费 | 0.51% | — | +3.25% | |
| 40 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 0.49% | — | +3.46% | |
| 41 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-其他 | 0.49% | — | +2.59% | |
| 42 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-其他 | 0.49% | — | +2.89% | |
| 43 | IBDZ | Isharesibondsdec2034tmcorp | ETF-其他 | 0.48% | — | +3.34% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.48% | — | -45.43% | |
| 45 | IBCA | Ishares Ibonds Dec 2035 Tc | ETF-其他 | 0.47% | — | — | |
| 46 | ETN | Eaton Corporation plc | 股票-工业 | 0.45% | — | -59.14% | |
| 47 | VUG | Vanguard Growth ETF | ETF-其他 | 0.44% | -0.09% | -0.12% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.44% | -0.07% | +0.46% | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.43% | — | -49.44% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.43% | — | -30.07% |