CIK: 0001793904
申报总市值
US$10.1亿
仅显示前 200 大持股（共 542 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 | 7.94% | -0.61% | -1.28% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.91% | +0.32% | -36.39% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.74% | -0.37% | +15.40% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.63% | +0.38% | +0.32% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.44% | — | +35.44% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 2.39% | — | +3.68% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.38% | — | +4.63% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | -0.57% | -0.37% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.23% | -0.32% | +22.94% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.61% | -0.22% | +96.07% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.52% | -0.15% | +1.83% | |
| 12 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.49% | +0.25% | +0.97% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.40% | -1.43% | +18.60% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.24% | -0.11% | +7.22% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.07% | — | +12.08% | |
| 16 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 1.06% | — | +646.57% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.04% | -0.10% | +3.27% | |
| 18 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.87% | -0.29% | -12.19% | |
| 19 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.87% | -0.10% | -10.69% | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.85% | +1.01% | -0.78% | |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.84% | +0.21% | -15.27% | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 0.82% | — | +6.39% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.75% | — | -12.42% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.73% | -0.13% | +10.90% | |
| 25 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.71% | -0.10% | +29.94% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.64% | — | -13.27% | |
| 27 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.61% | +0.32% | -16.78% | |
| 28 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.59% | — | -1.29% | |
| 29 | MBB | Ishares Mbs ETF | ETF-其他 | 0.57% | — | +5.14% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | — | +4.27% | |
| 31 | ABBV | Abbvie INC | 股票-医疗保健 | 0.54% | — | +9.62% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.53% | — | +1.90% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.52% | — | +0.82% | |
| 34 | NFLX | Netflix INC | 股票-通信服务 | 0.51% | — | +0.86% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.51% | — | +7.53% | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.50% | — | +4.27% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | — | +1.55% | |
| 38 | ANET | Arista Networks INC | 股票-科技 | 0.48% | — | -0.49% | |
| 39 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.48% | — | +5.91% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.46% | — | +1.88% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | — | +15.15% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.44% | — | -11.73% | |
| 43 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.43% | — | +7.12% | |
| 44 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.42% | — | — | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.41% | — | +4.27% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.41% | — | +4.85% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | — | -2.11% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.40% | — | +1.77% | |
| 49 | AMGN | Amgen INC | 股票-医疗保健 | 0.40% | — | +13.95% | |
| 50 | PMAR | Innovator U.s. Equity Power | ETF-其他 | 0.39% | — | -0.18% |