CIK: 0001800513
申报总市值
US$6.6亿
仅显示前 200 大持股（共 785 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 | 7.15% | -0.23% | +1.39% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.31% | -0.12% | -0.57% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 5.79% | +1.02% | +4.59% | |
| 4 | ABBV | Abbvie INC | 股票-医疗保健 | 4.18% | -0.03% | +9.42% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.63% | -0.06% | -1.53% | |
| 6 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.22% | -0.10% | +0.17% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 3.01% | -0.22% | +7.92% | |
| 8 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 2.89% | — | +4.67% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.83% | -0.16% | +1.95% | |
| 10 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.46% | -0.42% | +12.56% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.40% | -0.04% | -1.30% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 2.24% | — | +1.60% | |
| 13 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.99% | +0.09% | -4.34% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.86% | -0.06% | +15.99% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.83% | -0.11% | +1.92% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.74% | -0.06% | +3.73% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.48% | — | +2.86% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.47% | -0.03% | +3.00% | |
| 19 | BIDD | Ishares International Divide | ETF-其他 | 1.45% | — | — | |
| 20 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-其他 | 1.42% | +0.13% | +12.45% | |
| 21 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 1.42% | — | +2.75% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.42% | -0.08% | -7.87% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.22% | -0.03% | -0.22% | |
| 24 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 1.18% | +0.55% | +110.73% | |
| 25 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 1.18% | — | +2.99% | |
| 26 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.17% | -0.05% | -5.83% | |
| 27 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 1.11% | — | +36.42% | |
| 28 | TSLA | Tesla INC | 股票-周期性消费 | 1.10% | -0.13% | +3.12% | |
| 29 | VTV | Vanguard Value ETF | ETF-其他 | 1.06% | — | -0.53% | |
| 30 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.04% | — | +8.86% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | -0.15% | -2.79% | |
| 32 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.88% | — | -10.85% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.82% | +0.28% | -13.35% | |
| 34 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.66% | — | +111135.71% | |
| 35 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.65% | -0.09% | +3328.19% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.63% | -0.03% | +0.96% | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.59% | -0.05% | -4.63% | |
| 38 | BAX | Baxter International INC | 股票-医疗保健 | 0.59% | -0.04% | -5.71% | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.58% | — | +68.09% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.55% | -0.17% | +25.44% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.54% | -0.05% | +0.49% | |
| 42 | CRM | Salesforce INC | 股票-科技 | 0.52% | -0.11% | -2.56% | |
| 43 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.52% | — | -2.67% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.49% | — | -20.25% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | — | +2.89% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.46% | — | -0.66% | |
| 47 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 0.45% | — | -9.82% | |
| 48 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.42% | — | +10.82% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.40% | — | +0.01% | |
| 50 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.39% | -0.05% | -2.52% |