CIK: 0001793904
申报总市值
US$10.1亿
仅显示前 200 大持股（共 551 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 | 9.10% | -0.61% | -0.66% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.73% | +0.32% | +0.23% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 3.43% | -0.32% | +26.65% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 3.09% | — | +9.54% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.80% | -0.37% | +7.34% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.24% | -0.22% | +19.49% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.18% | +0.38% | +7.41% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.14% | -1.43% | +9.10% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.00% | -0.57% | -1.57% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.86% | — | -9.51% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.56% | -1.27% | +445.75% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.38% | -0.11% | -1.70% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.37% | -0.15% | +0.73% | |
| 14 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.27% | +0.25% | -6.30% | |
| 15 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.17% | -0.29% | -2.12% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.14% | — | -43.12% | |
| 17 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 1.12% | — | +6.90% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.05% | -0.10% | +2.31% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.94% | — | -1.29% | |
| 20 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 0.91% | +0.17% | +16.63% | |
| 21 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.88% | -0.10% | -3.02% | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 0.84% | — | -5.24% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.83% | -0.13% | -1.07% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.82% | — | -2.26% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.77% | — | +51.51% | |
| 26 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.64% | — | +17.49% | |
| 27 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.60% | -0.47% | +1.59% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.59% | — | -44.09% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.58% | — | +10.33% | |
| 30 | MBB | Ishares Mbs ETF | ETF-其他 | 0.57% | — | +7.11% | |
| 31 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.54% | — | -1.26% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | — | -5.65% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.51% | — | +6.70% | |
| 34 | ANET | Arista Networks INC | 股票-科技 | 0.50% | — | +1.01% | |
| 35 | ABBV | Abbvie INC | 股票-医疗保健 | 0.49% | — | -6.96% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.49% | — | +1.24% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | — | +6.61% | |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.47% | +0.21% | +247.75% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.46% | — | -13.60% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.44% | — | -2.31% | |
| 41 | AMGN | Amgen INC | 股票-医疗保健 | 0.43% | — | +0.12% | |
| 42 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.39% | — | +0.74% | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.39% | -0.10% | +1.77% | |
| 44 | TSLA | Tesla INC | 股票-周期性消费 | 0.37% | — | -0.36% | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.37% | — | +1.15% | |
| 46 | PMAR | Innovator U.s. Equity Power | ETF-其他 | 0.37% | — | -0.07% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.36% | — | +0.62% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.36% | — | +0.43% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.36% | — | +1.93% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.36% | — | -3.03% |