CIK: 0001776757
申报总市值
US$17.7亿
仅显示前 200 大持股（共 243 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 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 8.68% | -0.78% | +1.40% | |
| 2 | PAVE | Global X US Infrastructure | ETF-其他 | 8.50% | -0.54% | — | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 8.46% | -0.89% | +1.51% | |
| 4 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 8.22% | -0.72% | +2.01% | |
| 5 | AUSF | Global X Adaptive US Factor | ETF-其他 | 6.95% | -0.39% | +2.40% | |
| 6 | CAPE | Doubleline Shiller Cape US | ETF-其他 | 6.75% | -3.98% | +0.32% | |
| 7 | SCHK | Schwab 1000 Index ETF | ETF-大型股与成长 | 6.32% | -0.80% | -0.36% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.13% | -0.45% | +1.62% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 4.71% | -0.66% | +1.21% | |
| 10 | EWX | State Street Spdr S&p Emergi | ETF-其他 | 4.15% | -2.67% | +1.97% | |
| 11 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-科技型 | 4.15% | — | +2.13% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 3.94% | -0.29% | +1.59% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.14% | — | +3.72% | |
| 14 | FDX | Fedex CORP | 股票-工业 | 0.99% | +5.01% | +0.62% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.92% | — | +0.89% | |
| 16 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-其他 | 0.90% | — | -2.45% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.83% | -0.05% | -9.87% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.78% | -0.18% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | +1.70% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | -0.03% | +29.74% | |
| 21 | CGV | Conductor Global Eq Val ETF | ETF-其他 | 0.59% | — | -0.57% | |
| 22 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.54% | — | -0.55% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.46% | -0.13% | -10.64% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.43% | — | +30.31% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.43% | — | -0.30% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.42% | -0.03% | +2.18% | |
| 27 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.40% | -0.14% | -7.87% | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.35% | — | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.34% | — | -6.23% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.34% | — | -0.75% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | — | -7.20% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.32% | — | +17.48% | |
| 33 | AZO | Autozone INC | 股票-周期性消费 | 0.30% | — | -2.85% | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.26% | — | +3.73% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.24% | — | -0.11% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.22% | — | +12.24% | |
| 37 | NFLX | Netflix INC | 股票-通信服务 | 0.21% | — | +0.41% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.19% | +0.05% | -3.30% | |
| 39 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.19% | — | -1.24% | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.18% | — | -0.14% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.18% | — | -13.02% | |
| 42 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.17% | — | +1.32% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.16% | +0.03% | +0.23% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.16% | — | +32.05% | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.15% | — | +40.68% | |
| 46 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 0.15% | — | -0.56% | |
| 47 | WTAI | Wisdomtree Ai And Innovation | ETF-其他 | 0.14% | — | -0.78% | |
| 48 | AFL | Aflac INC | 股票-金融 | 0.14% | — | +0.55% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.13% | — | -3.67% | |
| 50 | ARTY | Ishares Future Ai & Tech ETF | ETF-科技型 | 0.13% | — | — |