CIK: 0001761755
申报总市值
US$4.4亿
仅显示前 200 大持股（共 703 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 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.18% | — | +3.37% | |
| 2 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 2.86% | — | +5.83% | |
| 3 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.85% | — | +4.61% | |
| 4 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.81% | — | +13.03% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.69% | — | +6.34% | |
| 6 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 2.43% | — | +2.79% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.30% | -0.19% | +8.51% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.24% | -0.17% | +4.61% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.97% | -0.16% | +6.16% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.91% | -0.75% | -17.34% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.86% | -0.26% | +59.74% | |
| 12 | SNOW | Snowflake INC | 股票-科技 | 1.71% | — | +2728.70% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.70% | +0.21% | +7.51% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.61% | — | +5.38% | |
| 15 | ADBE | Adobe INC | 股票-科技 | 1.44% | — | -0.71% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.30% | -0.48% | +8.90% | |
| 17 | CRM | Salesforce INC | 股票-科技 | 1.24% | — | +9.62% | |
| 18 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 1.20% | — | +64.58% | |
| 19 | AAPL | Apple INC | 股票-科技 | 1.17% | — | +12.75% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.16% | — | +7.25% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.14% | — | +18.12% | |
| 22 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.12% | — | +8.11% | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 1.04% | -0.20% | +9.45% | |
| 24 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.01% | — | +7.48% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.01% | — | +40.55% | |
| 26 | ACN | Accenture plc | 股票-科技 | 0.96% | — | -10.26% | |
| 27 | ZTS | Zoetis INC | 股票-医疗保健 | 0.93% | — | -8.04% | |
| 28 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.89% | — | +6.83% | |
| 29 | PYPL | Paypal Holdings INC | 股票-金融 | 0.87% | — | +9.26% | |
| 30 | NOW | Servicenow INC | 股票-科技 | 0.85% | -0.16% | -2.87% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.85% | — | +7.71% | |
| 32 | ADSK | Autodesk INC | 股票-科技 | 0.82% | — | +28.04% | |
| 33 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.70% | — | — | |
| 34 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.66% | — | -3.75% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.66% | +0.10% | +23.43% | |
| 36 | NFLX | Netflix INC | 股票-通信服务 | 0.64% | — | +8.25% | |
| 37 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.63% | — | +8.76% | |
| 38 | IT | Gartner INC | 股票-科技 | 0.62% | — | +7.97% | |
| 39 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.59% | — | +9.20% | |
| 40 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.56% | — | +8.09% | |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.54% | — | +8.40% | |
| 42 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.51% | — | -5.36% | |
| 43 | CSCO | Cisco Systems INC | 股票-科技 | 0.49% | -0.13% | +9.91% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.47% | — | +24.39% | |
| 45 | RTX | Rtx CORP | 股票-工业 | 0.45% | — | +15.34% | |
| 46 | GLDM1USD | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.45% | — | +25.76% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.45% | — | +29.19% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.44% | +0.50% | +5.91% | |
| 49 | ILMN | Illumina INC | 股票-医疗保健 | 0.44% | — | +8.27% | |
| 50 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.44% | — | +10.35% |