CIK: 0001977759
申报总市值
US$13.2亿
仅显示前 200 大持股（共 378 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 | 6.14% | -1.40% | -2.37% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 5.37% | -0.53% | -10.58% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.24% | -0.41% | +0.67% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.89% | — | +5.93% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.70% | — | +1.94% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.21% | — | +3.03% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.16% | +0.32% | +27.15% | |
| 8 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.96% | — | +2.33% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.95% | -0.26% | +4.31% | |
| 10 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 1.92% | — | — | |
| 11 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-其他 | 1.85% | — | +9.46% | |
| 12 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.84% | +0.16% | +5.58% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.73% | — | +13.54% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.52% | +0.07% | +23.47% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.51% | -0.24% | +1.74% | |
| 16 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 1.43% | +0.13% | +127.08% | |
| 17 | DIVZ | Elevation Series Trust - Pol | ETF-其他 | 1.39% | -0.28% | -0.77% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.36% | +0.06% | +15.76% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.33% | +0.03% | +7.02% | |
| 20 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.20% | -0.24% | -7.76% | |
| 21 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.11% | — | +7.90% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 1.05% | — | +9.40% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.04% | -0.20% | -35.39% | |
| 24 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.00% | — | +8.95% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.00% | — | +1.79% | |
| 26 | ARKK | Ark Innovation ETF | ETF-其他 | 0.92% | -0.19% | +0.29% | |
| 27 | IDMO | Invesco S&p International De | ETF-其他 | 0.91% | — | +4.69% | |
| 28 | ARKB | Ark 21shares Bitcoin ETF | ETF-加密货币 | 0.90% | -0.25% | -0.79% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.89% | — | +1.92% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.86% | — | -7.75% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.83% | — | +13.61% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.82% | — | +6.76% | |
| 33 | IVLU | Ishares Msci International V | ETF-其他 | 0.81% | +0.07% | +4.53% | |
| 34 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.77% | +0.39% | +3.07% | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.75% | — | +0.76% | |
| 36 | VNOM | Viper Energy Inc-cl A | 股票-能源 | 0.72% | — | +3.23% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.69% | — | +14.06% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.65% | — | +3.88% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.64% | +0.25% | +8.22% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.63% | +0.10% | +2.90% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.63% | -0.20% | +9.24% | |
| 42 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.62% | +0.22% | +3.36% | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.61% | — | +15.59% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.60% | — | +7.73% | |
| 45 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.58% | -0.21% | -10.15% | |
| 46 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 0.54% | +0.40% | +0.76% | |
| 47 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.53% | — | +77.90% | |
| 48 | BA | Boeing Co/the | 股票-工业 | 0.53% | — | +6.83% | |
| 49 | MSFT | Microsoft CORP | 股票-科技 | 0.51% | +0.23% | +22.74% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.50% | — | +7.56% |