CIK: 0001977759
申报总市值
US$13.2亿
仅显示前 200 大持股（共 294 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 | 9.80% | -0.53% | -2.79% | |
| 2 | TSLA | Tesla INC | 股票-周期性消费 | 5.25% | -1.40% | -1.61% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.99% | -0.41% | +3.90% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.98% | — | +52.93% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.93% | — | -0.02% | |
| 6 | ✓ | Listed Fd Tr | 股票-其他 | 2.76% | — | -25.63% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.32% | -0.26% | +7.57% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.93% | -0.20% | +8.37% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.92% | — | +15.02% | |
| 10 | AAPL | Apple INC | 股票-科技 | 1.78% | — | +12.86% | |
| 11 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.61% | — | +15.54% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.60% | +0.32% | +5.12% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.59% | -0.24% | +23.37% | |
| 14 | ARKB | Ark 21shares Bitcoin ETF | ETF-加密货币 | 1.53% | -0.25% | -11.02% | |
| 15 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.49% | +0.16% | — | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.38% | +0.07% | +5.84% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.36% | — | +63.35% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.27% | +0.03% | +77.32% | |
| 19 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.15% | — | +37.72% | |
| 20 | BND | Vanguard Total Bond Market | ETF-其他 | 1.11% | — | +10.55% | |
| 21 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.99% | -0.24% | -13.01% | |
| 22 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-其他 | 0.98% | — | — | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.90% | — | +12.17% | |
| 24 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.88% | +0.39% | — | |
| 25 | ARKK | Ark Innovation ETF | ETF-其他 | 0.83% | -0.19% | +17.85% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.81% | — | +38.37% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.81% | — | +20.75% | |
| 28 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.76% | +0.13% | +5.68% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.76% | — | -59.54% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.76% | +0.10% | -1.79% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.75% | — | +7.36% | |
| 32 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.75% | +0.22% | — | |
| 33 | LVHI | Franklin International Low V | ETF-其他 | 0.72% | — | +453.76% | |
| 34 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.70% | — | — | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.69% | — | +11.21% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.68% | — | +10.29% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.67% | -0.16% | +4.06% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.66% | — | +48.80% | |
| 39 | MSTR | Strategy INC | 股票-科技 | 0.66% | — | +208.95% | |
| 40 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 0.66% | +0.40% | — | |
| 41 | IDMO | Invesco S&p International De | ETF-其他 | 0.64% | — | +0.35% | |
| 42 | AVGO | Broadcom INC | 股票-科技 | 0.62% | — | -3.94% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | +0.09% | -36.07% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.55% | -0.20% | +110.45% | |
| 45 | BA | Boeing Co/the | 股票-工业 | 0.55% | — | +2.97% | |
| 46 | XSMO | Invesco S&p Smallcap Momentu | ETF-其他 | 0.55% | — | +1.80% | |
| 47 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.54% | — | +410.88% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.52% | +0.06% | +42.65% | |
| 49 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.52% | — | +53.65% | |
| 50 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.52% | -0.21% | +8.26% |