CIK: 0001913231
申报总市值
US$28.9亿
仅显示前 200 大持股（共 452 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 | 3.78% | -0.23% | +3.74% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.32% | -0.54% | +8.22% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.11% | +0.94% | +8.59% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.88% | — | +9.05% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.62% | -0.09% | +57.45% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.43% | -0.13% | +111.63% | |
| 7 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.33% | -0.09% | +16.89% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.21% | — | +13.59% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 1.21% | — | -1.51% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.19% | — | +15.96% | |
| 11 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 1.18% | +0.14% | +5.79% | |
| 12 | MA | Mastercard INC - A | 股票-金融 | 1.18% | — | +58.22% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 1.16% | — | -0.60% | |
| 14 | ADBE | Adobe INC | 股票-科技 | 1.08% | — | +25.27% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.07% | — | +16.13% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.03% | — | -1.09% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | -0.09% | -4.86% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 0.98% | -0.10% | +31.64% | |
| 19 | WMT | Walmart INC | 股票-非周期性消费 | 0.91% | — | -12.23% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.89% | -0.12% | +13.36% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.86% | -0.13% | -8.23% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.86% | +0.15% | +86.28% | |
| 23 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 0.86% | — | +111.72% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | +0.10% | +49.53% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | -0.07% | -10.78% | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.69% | — | -19.84% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.68% | +0.11% | +7.52% | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.67% | — | +4.69% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | — | -37.25% | |
| 30 | HIG | Hartford Insurance Group INC | 股票-金融 | 0.64% | — | +80.23% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.63% | — | -2.62% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事业 | 0.62% | — | +75.52% | |
| 33 | CSCO | Cisco Systems INC | 股票-科技 | 0.62% | — | -24.08% | |
| 34 | PEP | Pepsico INC | 股票-非周期性消费 | 0.61% | — | -34.46% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.59% | — | -1.70% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.58% | — | +40.65% | |
| 37 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.53% | — | +12.56% | |
| 38 | TSLA | Tesla INC | 股票-周期性消费 | 0.53% | -0.08% | +40.15% | |
| 39 | CTAS | Cintas CORP | 股票-工业 | 0.52% | — | +1.50% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.50% | — | -21.45% | |
| 41 | PGR | Progressive CORP | 股票-金融 | 0.49% | — | +3.40% | |
| 42 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.49% | — | +134.27% | |
| 43 | LMT | Lockheed Martin CORP | 股票-工业 | 0.49% | — | +5.42% | |
| 44 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 0.48% | — | +0.32% | |
| 45 | TMUS | T-mobile US INC | 股票-通信服务 | 0.48% | — | -38.57% | |
| 46 | VZ | Verizon Communications INC | 股票-通信服务 | 0.47% | +0.08% | +18.98% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.46% | -0.10% | +329.53% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.46% | — | -3.33% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.46% | — | +764.85% | |
| 50 | APH | Amphenol Corp-cl A | 股票-科技 | 0.45% | — | +184.79% |