CIK: 0001761755
申报总市值
US$4.4亿
仅显示前 200 大持股（共 493 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 | 3.73% | — | +8.90% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 3.31% | — | +4.65% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.82% | -0.17% | +4.09% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 2.47% | — | +10.14% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 2.47% | -0.16% | +4.55% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.31% | -0.75% | +20.91% | |
| 7 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.26% | — | +7120.32% | |
| 8 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 2.26% | — | +6.65% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.26% | -0.19% | +9.00% | |
| 10 | ADBE | Adobe INC | 股票-科技 | 1.65% | — | +15.15% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.60% | — | +17.49% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.57% | — | +3.44% | |
| 13 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.52% | — | +3.07% | |
| 14 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.49% | — | +3.00% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.45% | +0.21% | +17.61% | |
| 16 | USRT | Ishares Core US Reit ETF | ETF-其他 | 1.43% | — | +4.21% | |
| 17 | MA | Mastercard INC - A | 股票-金融 | 1.38% | -0.20% | +16.63% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.33% | — | +27.24% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.30% | — | +20.76% | |
| 20 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.28% | — | +18.61% | |
| 21 | ZTS | Zoetis INC | 股票-医疗保健 | 1.13% | — | +25.71% | |
| 22 | ACN | Accenture plc | 股票-科技 | 1.11% | — | +18.41% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.08% | — | +4.20% | |
| 24 | ADSK | Autodesk INC | 股票-科技 | 1.08% | — | +16.30% | |
| 25 | PYPL | Paypal Holdings INC | 股票-金融 | 1.08% | — | +21.87% | |
| 26 | NOW | Servicenow INC | 股票-科技 | 1.06% | -0.16% | +15.77% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.05% | -0.48% | +20.30% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.01% | — | +17.23% | |
| 29 | CRM | Salesforce INC | 股票-科技 | 0.96% | — | +17.77% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.92% | — | +2.79% | |
| 31 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.89% | +0.10% | -0.02% | |
| 32 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.87% | — | +12.55% | |
| 33 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.74% | — | +27.98% | |
| 34 | DG | Dollar General CORP | 股票-非周期性消费 | 0.69% | — | +16.43% | |
| 35 | THY | Toews Agility Shares Dynamic | ETF-其他 | 0.68% | — | -21.92% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.68% | -1.12% | +67.56% | |
| 37 | ALGN | Align Technology INC | 股票-医疗保健 | 0.68% | — | +18.92% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.67% | — | +1.48% | |
| 39 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.66% | — | +12.10% | |
| 40 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.65% | — | +1.62% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.56% | — | +22.49% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.51% | — | +239.85% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.51% | +0.50% | -1.65% | |
| 44 | IT | Gartner INC | 股票-科技 | 0.50% | — | +16.57% | |
| 45 | BBN | Blackrock Taxable Muni Bnd | 股票-其他 | 0.50% | — | +35.42% | |
| 46 | QCOM | Qualcomm INC | 股票-科技 | 0.49% | -0.11% | +33.84% | |
| 47 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.48% | — | +14.15% | |
| 48 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.48% | — | +159.68% | |
| 49 | MSCI | Msci INC | 股票-金融 | 0.47% | — | +16.03% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.47% | -0.14% | +9.66% |