CIK: 0001761755
申报总市值
US$4.4亿
仅显示前 200 大持股（共 748 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 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.71% | — | +12.05% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.54% | -0.26% | +5.53% | |
| 3 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 2.52% | — | -12.11% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.36% | -0.17% | +11.45% | |
| 5 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.29% | — | -0.35% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.27% | — | -23.35% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.21% | — | +4.54% | |
| 8 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 2.12% | — | -15.27% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.03% | -0.75% | +1.31% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.99% | -0.16% | +6.98% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.96% | — | -21.80% | |
| 12 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.61% | — | +25.85% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.47% | +0.21% | +1848.56% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.32% | — | +0.94% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.30% | — | +2.59% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.24% | — | +7.62% | |
| 17 | MA | Mastercard INC - A | 股票-金融 | 1.21% | -0.20% | +1.02% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.17% | — | +0.79% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.16% | -0.19% | +7.35% | |
| 20 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.10% | — | +40.66% | |
| 21 | SNOW | Snowflake INC | 股票-科技 | 1.06% | — | +3.74% | |
| 22 | ADBE | Adobe INC | 股票-科技 | 1.02% | — | +1.96% | |
| 23 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.02% | — | +7.03% | |
| 24 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.01% | — | +2.57% | |
| 25 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.99% | — | +8.42% | |
| 26 | ACN | Accenture plc | 股票-科技 | 0.93% | — | +4.93% | |
| 27 | NFLX | Netflix INC | 股票-通信服务 | 0.91% | — | +63.52% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.90% | +0.10% | +1.11% | |
| 29 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.90% | — | — | |
| 30 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.87% | — | — | |
| 31 | ADSK | Autodesk INC | 股票-科技 | 0.87% | — | +2.40% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.86% | — | +3.72% | |
| 33 | CRM | Salesforce INC | 股票-科技 | 0.85% | — | +1.05% | |
| 34 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.85% | — | +4.62% | |
| 35 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.83% | — | +8690.48% | |
| 36 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.82% | — | +5.54% | |
| 37 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.74% | — | +1.39% | |
| 38 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.73% | — | +3.53% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.66% | +0.50% | +1.70% | |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.64% | — | -0.11% | |
| 41 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.62% | — | +10588.00% | |
| 42 | PYPL | Paypal Holdings INC | 股票-金融 | 0.61% | — | +5.49% | |
| 43 | NOW | Servicenow INC | 股票-科技 | 0.60% | -0.16% | +0.72% | |
| 44 | ZTS | Zoetis INC | 股票-医疗保健 | 0.60% | — | +1.24% | |
| 45 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.60% | — | — | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.58% | — | +6.98% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.55% | -0.48% | +1673.13% | |
| 48 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.52% | — | +9.10% | |
| 49 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.51% | — | +5.87% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.49% | — | +3.14% |