CIK: 0001761755
申报总市值
US$4.4亿
仅显示前 200 大持股（共 1679 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 | 3.60% | -0.17% | +5.87% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.39% | — | +5.59% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.15% | — | -2.82% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.98% | -0.16% | +7.42% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.97% | -0.26% | +5.98% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.96% | -0.75% | +2.65% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.91% | -0.23% | +17.00% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.75% | — | +3.63% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.45% | — | +19.10% | |
| 10 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.32% | — | +2.34% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.30% | — | +4.25% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.27% | — | +3.04% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.02% | — | +1.62% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.00% | — | +7.23% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.00% | -0.19% | +9.57% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.99% | — | +10.15% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.94% | — | +2.78% | |
| 18 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.92% | — | +6.90% | |
| 19 | PAAA | Pgim Aaa Clo ETF | ETF-其他 | 0.91% | — | +124.49% | |
| 20 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.90% | — | +5.31% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.84% | -0.48% | -0.47% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.77% | — | +46.62% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.76% | +0.21% | -5.63% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 0.76% | -0.20% | -0.06% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 0.73% | -0.10% | +13.09% | |
| 26 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.71% | — | +3.28% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.65% | -0.17% | +32.22% | |
| 28 | NFLX | Netflix INC | 股票-通信服务 | 0.61% | — | -18.27% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | — | +23.88% | |
| 30 | PM | Philip Morris International | 股票-非周期性消费 | 0.58% | — | +20.17% | |
| 31 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.58% | — | +5.61% | |
| 32 | GBCI | Glacier Bancorp INC | 股票-金融 | 0.56% | — | +0.12% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.54% | +0.50% | +11.61% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.53% | -0.32% | +42.17% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | -0.12% | +8.05% | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.50% | -0.14% | +22.41% | |
| 37 | VTV | Vanguard Value ETF | ETF-其他 | 0.50% | — | +2.48% | |
| 38 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.49% | — | +2.63% | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.48% | — | +6.68% | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.48% | — | -1.97% | |
| 41 | SHOP | Shopify INC - Class A | 股票-科技 | 0.46% | — | -2.68% | |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.44% | — | -27.83% | |
| 43 | VZ | Verizon Communications INC | 股票-通信服务 | 0.44% | +0.37% | +34.14% | |
| 44 | ADBE | Adobe INC | 股票-科技 | 0.43% | — | -0.18% | |
| 45 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.43% | — | +3.83% | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.41% | -0.11% | +17.08% | |
| 47 | VUG | Vanguard Growth ETF | ETF-其他 | 0.41% | — | -6.45% | |
| 48 | ZTS | Zoetis INC | 股票-医疗保健 | 0.41% | — | +17.53% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.40% | +0.10% | +4.13% | |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.39% | — | +6.11% |