CIK: 0001800513
申报总市值
US$6.6亿
仅显示前 200 大持股（共 856 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 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 7.50% | -0.22% | +37.06% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 5.67% | +1.02% | +15.31% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.60% | -0.23% | +3.29% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.62% | +0.28% | +64.56% | |
| 5 | ABBV | Abbvie INC | 股票-医疗保健 | 4.25% | -0.03% | +0.90% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.69% | -0.06% | +20.94% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.65% | -0.12% | -13.87% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.37% | -0.16% | -1.35% | |
| 9 | HDEF | Xtrackers Msci Eafe High Div | ETF-其他 | 2.20% | +0.55% | +56.91% | |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 2.19% | -1.06% | +19.37% | |
| 11 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.18% | -0.42% | +2.13% | |
| 12 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 2.04% | +0.10% | +68.77% | |
| 13 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.02% | -0.09% | +10.98% | |
| 14 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 2.01% | +0.09% | -5.40% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.98% | -0.04% | -0.64% | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.82% | -0.10% | +42.17% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.75% | -0.06% | -0.97% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.61% | -0.06% | -4.82% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.59% | — | -10.89% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.40% | -0.11% | -0.08% | |
| 21 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.32% | — | +80.84% | |
| 22 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.32% | +0.07% | — | |
| 23 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.26% | +0.08% | +16.50% | |
| 24 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 1.24% | +0.07% | +17.41% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.24% | — | -46.63% | |
| 26 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 1.18% | — | +18.06% | |
| 27 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 1.16% | — | +10.87% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.14% | -0.08% | +3.45% | |
| 29 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.01% | — | -41.92% | |
| 30 | CGCB | Cap Group Core Bond | ETF-其他 | 0.97% | — | -8.42% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.96% | -0.03% | -1.75% | |
| 32 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.91% | -0.05% | -0.44% | |
| 33 | LGOV | First Tr Long Duration O-etf | ETF-其他 | 0.85% | — | +40.02% | |
| 34 | TSLA | Tesla INC | 股票-周期性消费 | 0.84% | -0.13% | +1.57% | |
| 35 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.82% | — | +11.60% | |
| 36 | VTV | Vanguard Value ETF | ETF-其他 | 0.80% | — | -6.43% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.78% | -0.15% | -1.21% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.75% | -0.03% | -0.11% | |
| 39 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.74% | — | -51.14% | |
| 40 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 0.69% | +0.22% | +41.99% | |
| 41 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.58% | — | +2.87% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.52% | -0.03% | -10.46% | |
| 43 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.44% | — | +69.33% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.44% | -0.05% | -4.43% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.41% | -0.17% | -0.75% | |
| 46 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.37% | — | -16.65% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | — | -1.01% | |
| 48 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.36% | -0.05% | -2.46% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.34% | — | -0.44% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.34% | — | +8.86% |