CIK: 0001761755
申报总市值
US$4.4亿
仅显示前 200 大持股（共 1099 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 | 2.48% | -0.26% | -7.78% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.42% | — | +2.93% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.41% | — | +1.57% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.99% | — | +6.08% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | -0.75% | +2.87% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.93% | -0.17% | +0.40% | |
| 7 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 1.93% | — | +7.16% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.73% | -0.16% | +1.07% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.44% | — | +0.41% | |
| 10 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.44% | — | +6.47% | |
| 11 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-其他 | 1.28% | — | -5.69% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.16% | +0.21% | -0.32% | |
| 13 | ADBE | Adobe INC | 股票-科技 | 1.14% | — | +0.46% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.11% | — | +3.49% | |
| 15 | NFLX | Netflix INC | 股票-通信服务 | 1.10% | — | +0.59% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.06% | — | +0.85% | |
| 17 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.99% | — | +5.59% | |
| 18 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.96% | — | +5.16% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.93% | -0.23% | +6.43% | |
| 20 | MA | Mastercard INC - A | 股票-金融 | 0.87% | -0.20% | -0.83% | |
| 21 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.86% | — | +2.07% | |
| 22 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.86% | — | +1.74% | |
| 23 | GBCI | Glacier Bancorp INC | 股票-金融 | 0.86% | — | -0.69% | |
| 24 | NOW | Servicenow INC | 股票-科技 | 0.86% | -0.16% | -1.49% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.84% | -0.48% | +4.49% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.84% | — | +40.60% | |
| 27 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.83% | — | +6.60% | |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.83% | — | +1.65% | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.75% | — | -1.01% | |
| 30 | CRM | Salesforce INC | 股票-科技 | 0.73% | — | -1.82% | |
| 31 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.73% | +0.10% | +0.62% | |
| 32 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.70% | — | +4.37% | |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.67% | — | +6.59% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.66% | — | +1668.43% | |
| 35 | SNOW | Snowflake INC | 股票-科技 | 0.63% | — | +1.93% | |
| 36 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.60% | — | +189.02% | |
| 37 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.59% | — | -5.36% | |
| 38 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.59% | — | -2.53% | |
| 39 | ADSK | Autodesk INC | 股票-科技 | 0.58% | — | +0.07% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.57% | — | +7.15% | |
| 41 | PYPL | Paypal Holdings INC | 股票-金融 | 0.55% | — | -1.05% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.54% | +0.50% | -2.92% | |
| 43 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.53% | — | +14.76% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.52% | -0.19% | +2.65% | |
| 45 | ZTS | Zoetis INC | 股票-医疗保健 | 0.52% | — | +1.76% | |
| 46 | CSCO | Cisco Systems INC | 股票-科技 | 0.52% | -0.13% | -10.93% | |
| 47 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.50% | — | -28.72% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.50% | — | -1.98% | |
| 49 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.48% | — | +2.84% | |
| 50 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.47% | — | -13.20% |