CIK: 0001761755
申报总市值
US$4.4亿
仅显示前 200 大持股（共 480 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 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 5.15% | — | +12.70% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 4.44% | — | +7.46% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 3.82% | -0.17% | +5.33% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 3.74% | -0.16% | +5.22% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.68% | — | +12.83% | |
| 6 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.17% | — | +7.06% | |
| 7 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 2.13% | — | +5.91% | |
| 8 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 2.02% | — | +11.60% | |
| 9 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 2.00% | — | +6.25% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.97% | -0.75% | +12.38% | |
| 11 | USRT | Ishares Core US Reit ETF | ETF-其他 | 1.83% | — | +7.60% | |
| 12 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.67% | +0.10% | +0.48% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.65% | -0.19% | +7.77% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.65% | — | -16.51% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.34% | — | +12.35% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.30% | +0.50% | +2.10% | |
| 17 | MA | Mastercard INC - A | 股票-金融 | 1.26% | -0.20% | +4.86% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.17% | -0.48% | +9.45% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.08% | — | +12.33% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.07% | — | +14.97% | |
| 21 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.04% | — | +5.46% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.04% | +0.21% | +11.06% | |
| 23 | ZTS | Zoetis INC | 股票-医疗保健 | 1.03% | — | +14.03% | |
| 24 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.96% | — | +3.67% | |
| 25 | ADBE | Adobe INC | 股票-科技 | 0.90% | — | +10.59% | |
| 26 | T | At&t INC | 股票-通信服务 | 0.81% | +0.38% | +12.35% | |
| 27 | ACN | Accenture plc | 股票-科技 | 0.73% | — | +13.07% | |
| 28 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.73% | — | +11.18% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.73% | — | +161.82% | |
| 30 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.69% | — | +8.72% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 0.69% | — | +11.65% | |
| 32 | DG | Dollar General CORP | 股票-非周期性消费 | 0.65% | — | +12.08% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | -0.12% | +17.07% | |
| 34 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.64% | — | +50.34% | |
| 35 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.63% | — | +12.54% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.62% | — | +23.42% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.62% | -0.20% | +3.94% | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.56% | — | +134.02% | |
| 39 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.53% | — | -15.82% | |
| 40 | PYPL | Paypal Holdings INC | 股票-金融 | 0.52% | — | +13.48% | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.52% | — | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.51% | — | -3.77% | |
| 43 | IT | Gartner INC | 股票-科技 | 0.51% | — | +12.84% | |
| 44 | PM | Philip Morris International | 股票-非周期性消费 | 0.47% | — | +9.26% | |
| 45 | VZ | Verizon Communications INC | 股票-通信服务 | 0.45% | +0.37% | +3.16% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.44% | — | +17.61% | |
| 47 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.43% | — | +11.74% | |
| 48 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.43% | — | +64.48% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.43% | — | +13.44% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.42% | -0.14% | +6.00% |