CIK: 0002005353
申报总市值
US$5.0亿
仅显示前 200 大持股（共 278 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 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 6.35% | -1.58% | -10.18% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 4.00% | +0.60% | +3.95% | |
| 3 | STXV | Strive 1000 Value ETF | ETF-其他 | 3.92% | — | -12.35% | |
| 4 | STXF | Strive 500 ETF | ETF-其他 | 3.88% | +0.18% | +27.03% | |
| 5 | BUXX | Strive Enhanced Income Short | ETF-其他 | 3.84% | +0.40% | -5.11% | |
| 6 | STXG | Strive 1000 Growth ETF | ETF-其他 | 3.82% | -0.70% | -14.10% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.28% | — | +14.89% | |
| 8 | SGVT | Schwab Govt Money Market ETF | ETF-其他 | 3.10% | -0.72% | +408.91% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 1.99% | -0.40% | +3.60% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.93% | +0.38% | +1303.38% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | -0.36% | +12.21% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.57% | — | +20.34% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.50% | -0.20% | +10.29% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.47% | — | +0.32% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.45% | +0.13% | +6.55% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.32% | — | -5.01% | |
| 17 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 1.26% | +0.45% | — | |
| 18 | CGCB | Cap Group Core Bond | ETF-其他 | 1.21% | +0.23% | +248.79% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.19% | — | -15.38% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.17% | — | +5.07% | |
| 21 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.14% | — | -8.91% | |
| 22 | AVLC | Avantis US Lg Cap Eq ETF | ETF-其他 | 1.06% | +0.35% | — | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.93% | — | +4.23% | |
| 24 | STXM | Strive Mid-cap ETF | ETF-其他 | 0.90% | -0.90% | EXIT | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.86% | — | -2.42% | |
| 26 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.81% | +0.17% | +19.34% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | — | +3.49% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.73% | — | -6.44% | |
| 29 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.65% | +0.12% | +261.82% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.64% | +0.15% | +106.03% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.64% | — | -0.18% | |
| 32 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.62% | — | — | |
| 33 | WMT | Walmart INC | 股票-非周期性消费 | 0.60% | — | +4.35% | |
| 34 | XLE | Ss Energy Select Sector | ETF-其他 | 0.59% | — | +111.46% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.59% | -0.15% | +28.51% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.57% | — | +6.44% | |
| 37 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.54% | +0.09% | +129.06% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | — | -1.67% | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.53% | — | +25.97% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | — | +16.02% | |
| 41 | STXT | Strive Total Return Bond ETF | ETF-其他 | 0.52% | — | -18.61% | |
| 42 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 0.51% | +0.13% | — | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.48% | — | -4.73% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.48% | — | +3.44% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.45% | — | +1.60% | |
| 46 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.45% | — | +19.66% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | +0.12% | -5.19% | |
| 48 | GNOV | Ft Vest US Equity Moderate B | ETF-其他 | 0.44% | — | -3.14% | |
| 49 | GOCT | Ft Vest US Equity Moderate B | ETF-其他 | 0.42% | — | +8.12% | |
| 50 | STXK | Strive Small-cap ETF | ETF-其他 | 0.41% | — | -25.24% |