CIK: 0001761755
申报总市值
US$4.4亿
仅显示前 200 大持股（共 712 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 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 3.00% | — | +20.41% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.79% | — | +2.50% | |
| 3 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 2.55% | — | +3.55% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.54% | — | +7.87% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.46% | -0.17% | +11.56% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.13% | -0.75% | +7.48% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.06% | -0.26% | +25.36% | |
| 8 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 2.05% | — | -1.93% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 2.02% | -0.16% | +9.78% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.97% | — | +461.98% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.78% | -0.19% | -10.63% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.76% | +0.21% | +9.21% | |
| 13 | SNOW | Snowflake INC | 股票-科技 | 1.71% | — | +2.75% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.64% | — | +4.52% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.33% | -0.48% | +8.38% | |
| 16 | ADBE | Adobe INC | 股票-科技 | 1.33% | — | +7.90% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.32% | — | +2.73% | |
| 18 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.27% | — | +9.04% | |
| 19 | CRM | Salesforce INC | 股票-科技 | 1.21% | — | +20.04% | |
| 20 | MA | Mastercard INC - A | 股票-金融 | 1.18% | -0.20% | +25.89% | |
| 21 | ACN | Accenture plc | 股票-科技 | 1.17% | — | +8.60% | |
| 22 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 1.12% | — | +8.15% | |
| 23 | ZTS | Zoetis INC | 股票-医疗保健 | 1.08% | — | +6.72% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.05% | — | +7.06% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | — | +7.50% | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.04% | — | +15.45% | |
| 27 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.00% | — | +5.65% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.91% | — | +169.22% | |
| 29 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.91% | — | +8.51% | |
| 30 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.90% | — | -63.01% | |
| 31 | NOW | Servicenow INC | 股票-科技 | 0.85% | -0.16% | +10.17% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.82% | — | — | |
| 33 | ADSK | Autodesk INC | 股票-科技 | 0.82% | — | +17.22% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.82% | — | +5.96% | |
| 35 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.77% | — | +9.62% | |
| 36 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.68% | — | +12.61% | |
| 37 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.67% | — | +10.74% | |
| 38 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.65% | — | +9.96% | |
| 39 | IT | Gartner INC | 股票-科技 | 0.65% | — | +9.50% | |
| 40 | NFLX | Netflix INC | 股票-通信服务 | 0.63% | — | +14.61% | |
| 41 | SPIP | Ss Spdr P Tips ETF | ETF-其他 | 0.61% | — | +115.19% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.59% | — | +30.47% | |
| 43 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.59% | +0.10% | +0.43% | |
| 44 | PYPL | Paypal Holdings INC | 股票-金融 | 0.57% | — | +4.22% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.56% | -0.13% | +11.55% | |
| 46 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.56% | — | +10.88% | |
| 47 | GLDM1USD | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.53% | — | +30.39% | |
| 48 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.50% | — | -0.79% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.49% | +0.50% | +10.63% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.49% | — | +7.71% |