CIK: 0001761755
申报总市值
US$4.4亿
仅显示前 200 大持股（共 1057 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 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.75% | -0.26% | +13.74% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.49% | — | +7.82% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.34% | — | +24.98% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.07% | -0.75% | +6.20% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.97% | -0.17% | +7.80% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.95% | — | +1.70% | |
| 7 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 1.81% | — | +3.85% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.79% | -0.16% | +8.53% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.62% | — | +15.89% | |
| 10 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.42% | — | +3.07% | |
| 11 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-其他 | 1.35% | — | — | |
| 12 | NFLX | Netflix INC | 股票-通信服务 | 1.27% | — | +10.39% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.09% | — | +10.74% | |
| 14 | ADBE | Adobe INC | 股票-科技 | 1.09% | — | +8.75% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | — | +15.64% | |
| 16 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.06% | — | +0.90% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.06% | +0.21% | +8.98% | |
| 18 | GBCI | Glacier Bancorp INC | 股票-金融 | 0.94% | — | -2.06% | |
| 19 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.91% | — | +3.12% | |
| 20 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.90% | — | +10.94% | |
| 21 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.87% | — | +10.64% | |
| 22 | NOW | Servicenow INC | 股票-科技 | 0.87% | -0.16% | +4.77% | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 0.87% | -0.20% | +6.58% | |
| 24 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.85% | — | +4.49% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.85% | -0.23% | -1.49% | |
| 26 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.81% | +0.10% | +43.31% | |
| 27 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.80% | — | +9.85% | |
| 28 | CRM | Salesforce INC | 股票-科技 | 0.77% | — | -18.24% | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.76% | — | +8.48% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.74% | -0.48% | +18.06% | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.71% | — | +4.81% | |
| 32 | SNOW | Snowflake INC | 股票-科技 | 0.71% | — | +1.55% | |
| 33 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.66% | — | +0.74% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.66% | — | +4.81% | |
| 35 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.64% | — | +14.72% | |
| 36 | PYPL | Paypal Holdings INC | 股票-金融 | 0.63% | — | +97.73% | |
| 37 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.62% | — | -19.86% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.62% | — | +6.76% | |
| 39 | ADSK | Autodesk INC | 股票-科技 | 0.57% | — | -6.98% | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.57% | — | +7.06% | |
| 41 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.56% | — | +5.57% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.56% | -0.13% | +16.14% | |
| 43 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.55% | — | +0.61% | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.55% | — | +5.48% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.52% | +0.50% | +35.77% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.50% | — | +23.05% | |
| 47 | ZTS | Zoetis INC | 股票-医疗保健 | 0.50% | — | +9.17% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.49% | -0.19% | +25.20% | |
| 49 | MDT | Medtronic plc | 股票-医疗保健 | 0.48% | — | +43.92% | |
| 50 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.48% | — | +8.60% |