CIK: 0001913231
申报总市值
US$28.9亿
仅显示前 200 大持股（共 490 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 | 3.42% | -0.23% | +2.56% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.35% | -0.54% | +1.90% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.33% | +0.94% | +7.95% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.72% | -0.09% | +8.93% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.70% | — | +0.75% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.59% | -0.13% | +5.85% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.49% | -0.10% | +15.26% | |
| 8 | MA | Mastercard INC - A | 股票-金融 | 1.24% | — | +3.73% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.22% | -0.12% | +8.79% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 1.17% | — | -4.89% | |
| 11 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.11% | -0.09% | +1.65% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.09% | — | +2.37% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 1.08% | — | -3.15% | |
| 14 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 1.08% | +0.14% | +6.53% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.06% | — | -0.28% | |
| 16 | ADBE | Adobe INC | 股票-科技 | 1.00% | — | +1.00% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.96% | — | -20.30% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.96% | -0.09% | +0.11% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.94% | -0.13% | +1.29% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.88% | — | -8.58% | |
| 21 | WMT | Walmart INC | 股票-非周期性消费 | 0.82% | — | +0.80% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | -0.07% | +5.71% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.77% | +0.11% | +2.63% | |
| 24 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 0.76% | — | +3.34% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 0.75% | — | +2.88% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | +0.10% | +7.45% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | — | +5.51% | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.67% | — | +8.76% | |
| 29 | HIG | Hartford Insurance Group INC | 股票-金融 | 0.64% | — | -6.55% | |
| 30 | DUK | Duke Energy CORP | 股票-公用事业 | 0.58% | — | +2.11% | |
| 31 | ANETEUR | Arista Networks INC | 股票-其他 | 0.57% | — | +13.14% | |
| 32 | AVGO | Broadcom INC | 股票-科技 | 0.57% | -0.10% | +3.02% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.56% | — | +7.14% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.56% | — | -4.17% | |
| 35 | PGR | Progressive CORP | 股票-金融 | 0.55% | — | +14.04% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.53% | — | -1.31% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.53% | — | +4.68% | |
| 38 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 0.53% | — | +13.70% | |
| 39 | CTAS | Cintas CORP | 股票-工业 | 0.52% | — | -0.72% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.51% | — | -4.02% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | — | +6.39% | |
| 42 | APH | Amphenol Corp-cl A | 股票-科技 | 0.51% | — | +5.75% | |
| 43 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.50% | — | +6.39% | |
| 44 | VZ | Verizon Communications INC | 股票-通信服务 | 0.49% | +0.08% | +9.15% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.48% | — | +2.68% | |
| 46 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.46% | — | +2.22% | |
| 47 | TMUS | T-mobile US INC | 股票-通信服务 | 0.45% | — | +1.16% | |
| 48 | WAB | Wabtec CORP | 股票-工业 | 0.45% | — | +4.96% | |
| 49 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.43% | — | +1.15% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.43% | -0.18% | — |