CIK: 0001977759
申报总市值
US$13.2亿
仅显示前 200 大持股（共 308 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 9.95% | -0.53% | +208.54% | |
| 2 | TSLA | Tesla INC | 股票-周期性消费 | 8.25% | -1.40% | -11.03% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.53% | -0.41% | -5.56% | |
| 4 | ✓ | Listed Fd Tr | 股票-其他 | 3.47% | — | -0.94% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.22% | — | +20.08% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.16% | -0.26% | +7.38% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.06% | — | +17.53% | |
| 8 | ARKB | Ark 21shares Bitcoin ETF | ETF-加密货币 | 1.93% | -0.25% | -3.47% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.86% | -0.20% | +81.38% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.86% | — | +34.46% | |
| 11 | AAPL | Apple INC | 股票-科技 | 1.76% | — | -0.20% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.74% | — | +9.49% | |
| 13 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.54% | — | -10.83% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.49% | +0.07% | -7.35% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.41% | -0.24% | +115.99% | |
| 16 | IUS | Invesco Rafi Strategic US Et | ETF-其他 | 1.29% | — | -8.15% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.29% | +0.32% | +9.33% | |
| 18 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 1.27% | — | +2.49% | |
| 19 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 1.01% | — | -44.40% | |
| 20 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.01% | -0.24% | -71.67% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 0.97% | — | — | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 0.88% | — | -10.15% | |
| 23 | ARKK | Ark Innovation ETF | ETF-其他 | 0.83% | -0.19% | -4.52% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.81% | +0.09% | +87.25% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 0.81% | — | +383.68% | |
| 26 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.79% | — | +82.77% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.78% | +0.03% | +29.64% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.76% | — | +18.18% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.76% | — | +57.77% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.74% | +0.10% | +24.76% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.73% | — | +14.16% | |
| 32 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.71% | +0.13% | +44.83% | |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.66% | -0.16% | +12.01% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.64% | — | +18.22% | |
| 35 | DIVI | Franklin International Core | ETF-其他 | 0.61% | — | +6.88% | |
| 36 | WM | Waste Management INC | 股票-工业 | 0.60% | — | +341.32% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.60% | — | +233.55% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.58% | — | +55.93% | |
| 39 | IDMO | Invesco S&p International De | ETF-其他 | 0.58% | — | — | |
| 40 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.57% | — | +19.60% | |
| 41 | XSMO | Invesco S&p Smallcap Momentu | ETF-其他 | 0.56% | — | +16.69% | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.56% | +0.23% | +19.93% | |
| 43 | BA | Boeing Co/the | 股票-工业 | 0.55% | — | +33.98% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | — | +0.93% | |
| 45 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.54% | — | +4.50% | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.53% | — | +5.21% | |
| 47 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.52% | — | +29.15% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.49% | — | +26.56% | |
| 49 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.47% | — | +3.14% | |
| 50 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.47% | — | +21.85% |