CIK: 0001793904
申报总市值
US$10.1亿
仅显示前 200 大持股（共 491 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 | 10.84% | -0.61% | +0.47% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.80% | +0.32% | -0.86% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.82% | -0.37% | -2.00% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.73% | +0.38% | -9.01% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 2.19% | — | -0.93% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.09% | — | +2.19% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.04% | -0.32% | +2.02% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.03% | -0.57% | -3.39% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.70% | — | -5.88% | |
| 10 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.67% | +0.25% | +19.75% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.65% | -0.15% | -1.89% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.58% | +1.01% | +32.84% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.17% | -0.11% | -2.54% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.11% | -0.10% | +5.07% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.00% | — | +7.10% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.93% | -0.10% | -3.33% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.92% | — | -29.27% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.86% | — | +0.15% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.80% | — | -1.15% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 0.77% | — | -9.90% | |
| 21 | MBB | Ishares Mbs ETF | ETF-其他 | 0.71% | — | +13.04% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.68% | -0.13% | +6.65% | |
| 23 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.66% | -0.29% | +18.91% | |
| 24 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.59% | — | -1.72% | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.56% | -1.43% | -0.79% | |
| 26 | ANET | Arista Networks INC | 股票-科技 | 0.56% | — | — | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.54% | — | — | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.53% | -0.13% | EXIT | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.50% | — | +2.29% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.48% | — | -6.57% | |
| 31 | ABBV | Abbvie INC | 股票-医疗保健 | 0.48% | — | +3.56% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.47% | — | +2.57% | |
| 33 | IVLU | Ishares Msci International V | ETF-其他 | 0.45% | — | +123.39% | |
| 34 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.44% | — | +11.37% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.44% | — | +3.56% | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.44% | — | -1.85% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | — | -0.59% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.43% | — | — | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.43% | — | +2.08% | |
| 40 | TSLA | Tesla INC | 股票-周期性消费 | 0.43% | — | +7.79% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.43% | — | +2.12% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.42% | — | +0.83% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | — | -3.29% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.40% | — | +1.10% | |
| 45 | PMAR | Innovator U.s. Equity Power | ETF-其他 | 0.40% | — | -0.46% | |
| 46 | NFLX | Netflix INC | 股票-通信服务 | 0.39% | — | -8.15% | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.39% | -0.11% | +10.94% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.38% | — | — | |
| 49 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.37% | -0.25% | -1.59% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.37% | -0.22% | -21.99% |