CIK: 0001800513
申报总市值
US$6.6亿
仅显示前 200 大持股（共 803 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 7.32% | -0.23% | +28.47% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.94% | -0.12% | -10.48% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 5.92% | +1.02% | +18.38% | |
| 4 | ABBV | Abbvie INC | 股票-医疗保健 | 4.26% | -0.03% | -0.17% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.78% | -0.06% | +1.76% | |
| 6 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.34% | -0.10% | -3.25% | |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 2.90% | — | +42.28% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 2.63% | -0.22% | +132.80% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.63% | -0.16% | +10.85% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.57% | -0.04% | +1.31% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 2.45% | — | +22.48% | |
| 12 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.33% | -0.42% | +6.44% | |
| 13 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.90% | -0.05% | +8.48% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.83% | -0.11% | +6.48% | |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.80% | +0.09% | -9.54% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.75% | -0.06% | +1018.77% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.59% | -0.08% | +14.21% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.59% | — | +18.87% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.49% | -0.06% | -14.25% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.47% | -0.03% | -9.46% | |
| 21 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 1.41% | — | +26.65% | |
| 22 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-其他 | 1.38% | +0.13% | +119005.41% | |
| 23 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 1.37% | — | +92.53% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.26% | -0.03% | -0.94% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 1.20% | — | -1.79% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 1.12% | -0.15% | +1.70% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.08% | +0.28% | +131.24% | |
| 28 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.06% | — | +9.16% | |
| 29 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.97% | — | -14.04% | |
| 30 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.83% | — | +240.75% | |
| 31 | BAX | Baxter International INC | 股票-医疗保健 | 0.80% | -0.04% | +2.21% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.71% | -0.05% | -5.20% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.67% | -0.03% | +0.81% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.66% | — | -71.24% | |
| 35 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.65% | — | +1.77% | |
| 36 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 0.63% | +0.55% | -43.36% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.62% | -0.05% | -1.98% | |
| 38 | TSLA | Tesla INC | 股票-周期性消费 | 0.60% | -0.13% | +0.08% | |
| 39 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 0.58% | — | -0.43% | |
| 40 | CRM | Salesforce INC | 股票-科技 | 0.53% | -0.11% | +386.91% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.48% | — | -4.40% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.46% | — | -1.40% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.44% | — | -0.85% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.42% | — | -1.15% | |
| 45 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.41% | — | +45.12% | |
| 46 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.39% | — | +3436.98% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | — | — | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.36% | — | -2.25% | |
| 49 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-其他 | 0.35% | — | -4.00% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.35% | -0.17% | +0.05% |