CIK: 0001800687
申报总市值
US$7.6亿
仅显示前 200 大持股（共 224 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 5.90% | -1.64% | +1.94% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 4.47% | -0.53% | +2.13% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.31% | -0.37% | +4.70% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.22% | -0.63% | +7.10% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.02% | -0.16% | +2.57% | |
| 6 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 2.75% | — | +10.58% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.63% | -0.10% | +0.63% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.55% | +0.12% | +7.21% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.52% | -0.43% | +7.19% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.43% | -0.15% | +8.93% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 2.16% | — | +4.40% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.99% | +0.22% | +5.98% | |
| 13 | AVDE | Avantis International Equity | ETF-其他 | 1.92% | +0.84% | +6.96% | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.77% | — | +4.49% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.70% | -0.34% | +4.15% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.68% | -0.55% | +7.77% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.53% | -0.11% | +1.70% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.53% | +0.53% | +0.79% | |
| 19 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.47% | — | +3.29% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.45% | +0.15% | +2.87% | |
| 21 | AVGO | Broadcom INC | 股票-科技 | 1.41% | -0.17% | +920.57% | |
| 22 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.40% | — | +2.01% | |
| 23 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.20% | +0.05% | +6.62% | |
| 24 | MO | Altria Group INC | 股票-非周期性消费 | 1.19% | +0.09% | +1.84% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.12% | — | +3.90% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.02% | — | +5.44% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.00% | -0.56% | -0.64% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.00% | +0.23% | +5.16% | |
| 29 | BND | Vanguard Total Bond Market | ETF-其他 | 0.99% | — | +13.14% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.98% | — | +9.66% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.97% | -0.18% | +5.91% | |
| 32 | PM | Philip Morris International | 股票-非周期性消费 | 0.96% | — | -3.14% | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.90% | +0.14% | -5.39% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | +0.10% | +1.41% | |
| 35 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.77% | -0.10% | +8.93% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.75% | -0.13% | -2.50% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | — | +6.36% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.70% | — | +8.83% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.69% | +0.21% | +7.11% | |
| 40 | CRM | Salesforce INC | 股票-科技 | 0.68% | -0.31% | +5.26% | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.68% | — | +5.76% | |
| 42 | MA | Mastercard INC - A | 股票-金融 | 0.66% | — | +11.00% | |
| 43 | SLF | Sun Life Financial INC | 股票-金融 | 0.65% | — | -0.33% | |
| 44 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.64% | -0.40% | +12.54% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.58% | — | +29.61% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.55% | — | +11.42% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.54% | — | +14.31% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.52% | +0.27% | -2.09% | |
| 49 | NEE | Nextera Energy INC | 股票-公用事业 | 0.52% | — | -4.71% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | — | +2.46% |