CIK: 0001796874
申报总市值
US$14.6亿
仅显示前 200 大持股（共 311 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 | AAPL | Apple INC | 股票-科技 | 16.85% | -0.14% | +2.35% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.17% | -2.68% | +2.56% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 6.69% | -0.79% | +4.35% | |
| 4 | AMD | Advanced Micro Devices | 股票-科技 | 4.84% | +0.18% | +6.54% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 3.90% | +0.13% | -0.98% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.60% | — | +12.29% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.56% | +0.10% | +27.43% | |
| 8 | GTO | Invesco Total Return Bond Et | ETF-其他 | 2.20% | -0.08% | +38.46% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.85% | — | +22.95% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.84% | +0.08% | +0.33% | |
| 11 | IQLT | Ishares Msci International Q | ETF-其他 | 1.52% | — | +27.67% | |
| 12 | ABBV | Abbvie INC | 股票-医疗保健 | 1.35% | -0.02% | -15.06% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.29% | -0.44% | +8.09% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.27% | — | -0.81% | |
| 15 | FMB | First Trust Managed Municipa | ETF-其他 | 1.26% | — | +12.03% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.26% | — | +9.80% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.26% | +0.33% | +38.93% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.18% | — | +14.16% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.16% | — | +17.35% | |
| 20 | NOC | Northrop Grumman CORP | 股票-工业 | 1.03% | — | +2.58% | |
| 21 | GOF | Guggenheim Strategic Opport | 股票-其他 | 0.84% | +0.01% | +44.64% | |
| 22 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.84% | +0.33% | +25.64% | |
| 23 | BP | Bp Plc-spons Adr | 股票-能源 | 0.72% | — | +3.92% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.66% | — | +24.06% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.58% | — | +23.20% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.57% | — | +8.04% | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.55% | — | +3.58% | |
| 28 | FCX | Freeport-mcmoran INC | 股票-原材料 | 0.55% | — | +0.51% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.54% | — | +4.23% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.52% | — | +2.35% | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 0.51% | — | -5.37% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.51% | — | -18.27% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.51% | — | +2.55% | |
| 34 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.47% | -0.10% | +0.81% | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.46% | — | +1.24% | |
| 36 | BA | Boeing Co/the | 股票-工业 | 0.46% | — | +10.75% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.44% | — | -12.18% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.41% | -0.18% | +9.07% | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.41% | — | +1.93% | |
| 40 | TSLA | Tesla INC | 股票-周期性消费 | 0.40% | — | +7.15% | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.40% | — | +20.57% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.38% | — | +0.16% | |
| 43 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.38% | — | +169.19% | |
| 44 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.38% | — | +0.31% | |
| 45 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.37% | — | +9.62% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.36% | — | +10.07% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.35% | — | +2.78% | |
| 48 | HYXF | Ishares Esg Adv High Yield | ETF-非投资级债 | 0.35% | — | +4.51% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.34% | -0.09% | +1.50% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.32% | — | -27.49% |