CIK: 0001800687
申报总市值
US$7.6亿
仅显示前 200 大持股（共 270 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 | 5.99% | -1.64% | -1.58% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.31% | -0.37% | +4.28% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 4.12% | -0.53% | +7.29% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.27% | -0.63% | -6.59% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.93% | -0.16% | +0.26% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.85% | -0.43% | -10.74% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.44% | +0.12% | +5.21% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.43% | -0.15% | +2.03% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.25% | +0.22% | +12.31% | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 2.19% | +0.06% | +13.62% | |
| 11 | AVDE | Avantis International Equity | ETF-其他 | 2.12% | +0.84% | +4.00% | |
| 12 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 1.98% | +0.50% | +8.16% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.73% | — | +3.51% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 1.70% | -0.17% | -14.47% | |
| 15 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.69% | +0.05% | -2.09% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.63% | — | +0.11% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.51% | -0.56% | +137.40% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.41% | — | +15.39% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.34% | — | -15.59% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.25% | -0.34% | -60.74% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.18% | -0.11% | -13.82% | |
| 22 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.18% | — | +4.23% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | — | +12.78% | |
| 24 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.10% | — | +1.63% | |
| 25 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.09% | — | +1.01% | |
| 26 | TSLA | Tesla INC | 股票-周期性消费 | 1.09% | -0.20% | -18.11% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.02% | +0.23% | -3.14% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.98% | — | -45.06% | |
| 29 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.96% | +0.13% | +11.22% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.95% | -0.18% | -15.67% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.94% | +0.53% | -1.87% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.94% | -0.13% | +2.72% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.94% | +0.15% | -2.14% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.93% | — | -11.95% | |
| 35 | MO | Altria Group INC | 股票-非周期性消费 | 0.91% | +0.09% | -0.70% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.76% | +0.17% | +22.69% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | — | +32.50% | |
| 38 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.69% | — | +1.86% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | +0.10% | -25.11% | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.69% | — | -68.58% | |
| 41 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.68% | -0.55% | +1.70% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.67% | — | -1.06% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.66% | — | -41.95% | |
| 44 | VZ | Verizon Communications INC | 股票-通信服务 | 0.62% | +0.14% | -2.29% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.58% | -0.10% | -63.57% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.58% | — | — | |
| 47 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.57% | -0.40% | -20.10% | |
| 48 | PEP | Pepsico INC | 股票-非周期性消费 | 0.53% | — | +1.75% | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.51% | +0.25% | +11.72% | |
| 50 | CRM | Salesforce INC | 股票-科技 | 0.51% | -0.31% | -21.68% |