CIK: 0001977759
申报总市值
US$13.2亿
仅显示前 200 大持股（共 316 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 | TSLA | Tesla INC | 股票-周期性消费 | 6.73% | -1.40% | -0.71% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 6.52% | -0.53% | +17.96% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.48% | -0.41% | -4.48% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.91% | — | +4.16% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.81% | — | +2.48% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.27% | — | +4.26% | |
| 7 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 2.05% | — | -0.01% | |
| 8 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 2.05% | — | +3.02% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.00% | -0.26% | -7.95% | |
| 10 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.84% | +0.16% | +12.54% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.84% | +0.32% | +56.67% | |
| 12 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-其他 | 1.83% | — | +2.77% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.70% | -0.20% | +9.68% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.58% | -0.24% | +1.07% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.54% | — | -0.76% | |
| 16 | DIVZ | Elevation Series Trust - Pol | ETF-其他 | 1.52% | -0.28% | -21.18% | |
| 17 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.45% | -0.24% | -2.97% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.33% | +0.03% | +3.32% | |
| 19 | ARKB | Ark 21shares Bitcoin ETF | ETF-加密货币 | 1.29% | -0.25% | -18.63% | |
| 20 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.27% | +0.06% | +5.85% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.27% | +0.07% | -1.57% | |
| 22 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.11% | — | — | |
| 23 | ARKK | Ark Innovation ETF | ETF-其他 | 1.11% | -0.19% | -1.14% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.05% | — | +13.33% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 1.02% | — | +0.81% | |
| 26 | IDMO | Invesco S&p International De | ETF-其他 | 0.91% | — | +53.62% | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 0.90% | — | -5.83% | |
| 28 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.90% | — | +5.69% | |
| 29 | BND | Vanguard Total Bond Market | ETF-其他 | 0.81% | — | -2.23% | |
| 30 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.81% | +0.39% | +13.38% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.81% | — | -3.44% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.80% | — | +8.18% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.79% | — | +10.60% | |
| 34 | IVLU | Ishares Msci International V | ETF-其他 | 0.78% | +0.07% | — | |
| 35 | VNOM | Viper Energy Inc-cl A | 股票-能源 | 0.74% | — | — | |
| 36 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.69% | +0.13% | +17.09% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.68% | — | +15.77% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.66% | — | +3.96% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.65% | +0.10% | -6.84% | |
| 40 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.65% | +0.22% | +7.82% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.64% | — | +10.00% | |
| 42 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.62% | -0.21% | -6.68% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.62% | -0.20% | +18.02% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.61% | — | +66.94% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.58% | — | -3.22% | |
| 46 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 0.58% | +0.40% | +2.14% | |
| 47 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.57% | — | +31.11% | |
| 48 | MSTR | Strategy INC | 股票-科技 | 0.57% | — | -2.34% | |
| 49 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.54% | — | -7.87% | |
| 50 | ETHA | Ishares Ethereum Trust ETF | ETF-其他 | 0.54% | — | — |