CIK: 0001911035
申报总市值
US$2.2亿
| # | 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 | SYK | Stryker CORP | 股票-医疗保健 | 13.29% | -0.33% | -2.20% | |
| 2 | DTD | Wisdomtree US Total Dividend | ETF-其他 | 12.66% | -0.11% | +1.48% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.50% | -0.28% | +2.25% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.93% | — | +454.87% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.88% | -0.87% | +7.10% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.04% | -0.37% | +6.38% | |
| 7 | FEMS | First Trust Emerging Markets | ETF-新兴市场 | 3.51% | -0.13% | -4.01% | |
| 8 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 2.98% | -1.09% | +31.89% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.55% | -0.60% | +5.27% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.23% | -0.02% | +0.34% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 2.21% | — | -5.44% | |
| 12 | FAB | First Trust Multi Cap Value | ETF-其他 | 2.18% | +0.14% | -1.86% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.11% | -0.15% | -4.35% | |
| 14 | QCOM | Qualcomm INC | 股票-科技 | 1.63% | -0.27% | +0.04% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.36% | -0.21% | -2.29% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.32% | -0.14% | +17.57% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.09% | -0.14% | -0.09% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.09% | -0.15% | -23.85% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | — | -1.23% | |
| 20 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.90% | — | -4.64% | |
| 21 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.84% | -0.14% | -43.08% | |
| 22 | FAD | First Trust Multi Cap Growth | ETF-其他 | 0.82% | — | -0.72% | |
| 23 | UBER | Uber Technologies INC | 股票-工业 | 0.80% | — | -5.45% | |
| 24 | AFL | Aflac INC | 股票-金融 | 0.76% | — | -0.25% | |
| 25 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.73% | — | +7.07% | |
| 26 | PFE | Pfizer INC | 股票-医疗保健 | 0.67% | — | +6.93% | |
| 27 | EMR | Emerson Electric Co | 股票-工业 | 0.66% | — | — | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.66% | — | -7.09% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | — | -1.19% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.64% | — | +0.05% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.59% | +0.17% | +3.82% | |
| 32 | GIS | General Mills INC | 股票-非周期性消费 | 0.59% | — | +9.73% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | — | |
| 34 | WRKUSD | Westrock Co | 股票-其他 | 0.57% | — | +1.28% | |
| 35 | VTV | Vanguard Value ETF | ETF-其他 | 0.56% | — | -14.40% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.52% | -0.12% | -2.23% | |
| 37 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.52% | — | +39.65% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.52% | — | -4.04% | |
| 39 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.51% | — | -15.49% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.50% | — | +201.88% | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.48% | — | — | |
| 42 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.48% | — | — | |
| 43 | INTC | Intel CORP | 股票-科技 | 0.46% | — | -5.51% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.44% | — | -2.26% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.43% | — | — | |
| 46 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.43% | — | +0.23% | |
| 47 | CRM | Salesforce INC | 股票-科技 | 0.42% | -0.38% | -12.98% | |
| 48 | DAL | Delta Air Lines INC | 股票-工业 | 0.37% | — | +0.86% | |
| 49 | UFOX | Defiance Connective Tech ETF | ETF-科技型 | 0.36% | -0.09% | EXIT | |
| 50 | T | At&t INC | 股票-通信服务 | 0.35% | — | +10.93% |