CIK: 0001905128
申报总市值
US$11.3亿
仅显示前 200 大持股（共 281 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 16.92% | +0.10% | -0.61% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 7.65% | +0.55% | -29.87% | |
| 3 | IDA | Idacorp INC | 股票-公用事业 | 6.99% | — | -0.12% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-其他 | 6.82% | +0.93% | +0.01% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.46% | +0.32% | +410.88% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.17% | +0.34% | -28.10% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.61% | — | -46.59% | |
| 8 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 3.48% | — | +3.47% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.65% | — | -31.29% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.77% | — | -51.27% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.45% | -0.50% | -3.26% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.11% | — | -39.94% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.01% | -0.30% | +3.14% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.91% | -0.30% | -25.91% | |
| 15 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.79% | — | +4.48% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | -0.15% | -5.68% | |
| 17 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.74% | -0.05% | -1.85% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.72% | — | -82.58% | |
| 19 | ACN | Accenture plc | 股票-科技 | 0.69% | -0.09% | -2.34% | |
| 20 | LIN | Linde plc | 股票-原材料 | 0.65% | — | -14.81% | |
| 21 | HON | Honeywell International INC | 股票-工业 | 0.62% | — | -3.52% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.62% | -0.17% | -0.15% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.62% | — | -5.59% | |
| 24 | PEP | Pepsico INC | 股票-非周期性消费 | 0.60% | — | +16.12% | |
| 25 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.59% | — | -64.77% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.56% | -0.03% | -3.27% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | — | -14.01% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.54% | -0.03% | -8.28% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | -0.12% | -3.33% | |
| 30 | CTAS | Cintas CORP | 股票-工业 | 0.53% | -0.11% | +28.58% | |
| 31 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.52% | -0.04% | +1.97% | |
| 32 | KLAC | Kla CORP | 股票-科技 | 0.52% | — | -13.22% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.51% | — | -77.00% | |
| 34 | TXN | Texas Instruments INC | 股票-科技 | 0.51% | — | +27.01% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.50% | -0.04% | -1.10% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.50% | -0.03% | -8.38% | |
| 37 | SYK | Stryker CORP | 股票-医疗保健 | 0.49% | -0.04% | +8.97% | |
| 38 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.47% | — | -82.23% | |
| 39 | DE | Deere & Co | 股票-工业 | 0.46% | — | +12.17% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.46% | — | -1.30% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.45% | — | -3.87% | |
| 42 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.44% | — | — | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.44% | -0.12% | +12.17% | |
| 44 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.44% | — | +34.60% | |
| 45 | EOG | Eog Resources INC | 股票-能源 | 0.43% | +0.07% | +35.87% | |
| 46 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.41% | — | -82.05% | |
| 47 | CMI | Cummins INC | 股票-工业 | 0.41% | -0.04% | -16.81% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.39% | — | -2.24% | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.39% | — | -80.91% | |
| 50 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.39% | -0.06% | -3.24% |