CIK: 0001761755
申报总市值
US$4.4亿
仅显示前 200 大持股（共 1483 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.77% | -0.17% | +6.35% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.44% | — | +36.93% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 2.40% | -0.16% | +7.23% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.37% | -0.75% | +2.58% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.37% | — | +9.16% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.24% | -0.26% | -1.06% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.91% | -0.23% | +18.20% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.73% | — | +3.89% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.46% | — | +1.05% | |
| 10 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.42% | — | +3.65% | |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.34% | — | +9.08% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.21% | — | +4.33% | |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.19% | — | +3.25% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.13% | — | +46.04% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.07% | — | +6.53% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.00% | — | +7.01% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.98% | +0.21% | -8.58% | |
| 18 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.96% | — | +6.12% | |
| 19 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.95% | — | +4.66% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.94% | -0.48% | +10.21% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.90% | — | +2.41% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.86% | -0.19% | +36.90% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.84% | — | +8.78% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 0.76% | -0.10% | +118.32% | |
| 25 | MA | Mastercard INC - A | 股票-金融 | 0.73% | -0.20% | -0.10% | |
| 26 | GBCI | Glacier Bancorp INC | 股票-金融 | 0.69% | — | -0.83% | |
| 27 | ADBE | Adobe INC | 股票-科技 | 0.67% | — | +20.94% | |
| 28 | NOW | Servicenow INC | 股票-科技 | 0.66% | -0.16% | -3.10% | |
| 29 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.61% | — | +4.34% | |
| 30 | NFLX | Netflix INC | 股票-通信服务 | 0.61% | — | -2.27% | |
| 31 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.60% | — | +3.30% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.57% | — | +7.94% | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.54% | — | -2.87% | |
| 34 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.52% | +0.10% | +2.47% | |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.52% | — | +27.49% | |
| 36 | IMCB | Ishares Morningstar Mid-cap | ETF-其他 | 0.51% | — | +7.37% | |
| 37 | VTV | Vanguard Value ETF | ETF-其他 | 0.51% | — | +7.62% | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.50% | — | -5.05% | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.50% | — | -0.46% | |
| 40 | VUG | Vanguard Growth ETF | ETF-其他 | 0.47% | — | +4.54% | |
| 41 | SHOP | Shopify INC - Class A | 股票-科技 | 0.46% | — | +32.82% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.44% | — | +0.81% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.43% | +0.50% | +16.88% | |
| 44 | TSLA | Tesla INC | 股票-周期性消费 | 0.43% | -0.14% | +36.17% | |
| 45 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.42% | — | +12.04% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | -0.12% | -8.43% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | +14.65% | |
| 48 | MDT | Medtronic plc | 股票-医疗保健 | 0.39% | — | +4.10% | |
| 49 | PM | Philip Morris International | 股票-非周期性消费 | 0.39% | — | +7.45% | |
| 50 | ZTS | Zoetis INC | 股票-医疗保健 | 0.39% | — | -3.98% |