CIK: 0001800687
申报总市值
US$7.6亿
仅显示前 200 大持股（共 202 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 5.02% | -0.53% | +0.43% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 4.73% | -1.64% | +4.91% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.43% | -0.10% | -4.34% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.05% | -0.11% | -5.27% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 3.19% | — | -4.60% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.93% | +0.22% | -3.62% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.76% | -0.16% | -0.57% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.69% | -0.63% | -18.62% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.56% | -0.43% | -2.25% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.50% | -0.34% | -11.42% | |
| 11 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.26% | +0.05% | +30.07% | |
| 12 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 2.26% | +0.50% | -3.69% | |
| 13 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 2.14% | — | -1.85% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.83% | +0.15% | +18.56% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.77% | — | +9.41% | |
| 16 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.73% | — | +7.60% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.50% | +0.12% | -49.36% | |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.46% | — | +15.68% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.45% | +0.53% | -0.95% | |
| 20 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.35% | — | -11.25% | |
| 21 | MO | Altria Group INC | 股票-非周期性消费 | 1.28% | +0.09% | +7.14% | |
| 22 | VZ | Verizon Communications INC | 股票-通信服务 | 1.23% | +0.14% | +8.55% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.22% | -0.15% | -2.90% | |
| 24 | ADBE | Adobe INC | 股票-科技 | 1.02% | — | +10.50% | |
| 25 | PM | Philip Morris International | 股票-非周期性消费 | 1.01% | — | +17.46% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.00% | +0.17% | +1.49% | |
| 27 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.95% | -0.55% | +24.25% | |
| 28 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.85% | — | +12.49% | |
| 29 | SLF | Sun Life Financial INC | 股票-金融 | 0.85% | — | +24.69% | |
| 30 | ED | Consolidated Edison INC | 股票-公用事业 | 0.81% | — | -1.76% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.80% | — | -35.64% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.78% | — | -14.11% | |
| 33 | CRM | Salesforce INC | 股票-科技 | 0.77% | -0.31% | -2.69% | |
| 34 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.69% | — | -20.37% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.65% | — | +8.07% | |
| 36 | NEE | Nextera Energy INC | 股票-公用事业 | 0.63% | — | +0.47% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.61% | -0.13% | -19.49% | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.61% | -0.37% | +13.84% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.56% | +0.21% | +8.28% | |
| 40 | LPLA | Lpl Financial Holdings INC | 股票-金融 | 0.55% | — | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.55% | -0.56% | -28.51% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.55% | — | -12.49% | |
| 43 | TXN | Texas Instruments INC | 股票-科技 | 0.54% | — | +8.82% | |
| 44 | EXR | Extra Space Storage INC | 股票-房地产 | 0.53% | — | +11.04% | |
| 45 | O | Realty Income CORP | 股票-房地产 | 0.51% | — | +3.76% | |
| 46 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.51% | — | -11.01% | |
| 47 | DUK | Duke Energy CORP | 股票-公用事业 | 0.50% | — | -5.36% | |
| 48 | PEP | Pepsico INC | 股票-非周期性消费 | 0.48% | — | -6.83% | |
| 49 | GIS | General Mills INC | 股票-非周期性消费 | 0.47% | — | +24.92% | |
| 50 | WMT | Walmart INC | 股票-非周期性消费 | 0.47% | +0.27% | -6.60% |