CIK: 0001840565
申报总市值
US$4.1亿
仅显示前 200 大持股（共 279 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 | 8.22% | — | +1.50% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.76% | -0.57% | -57.01% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.45% | — | -43.96% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.24% | +0.36% | -1.62% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.67% | -0.25% | +657.24% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.62% | -0.31% | +99.32% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.42% | -0.28% | -62.87% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.06% | — | -42.41% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.95% | -0.13% | -50.64% | |
| 10 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.80% | — | -0.56% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.61% | — | -36.49% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.25% | -0.19% | -31.22% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.20% | -0.16% | -56.61% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.07% | +0.37% | -37.79% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | -0.13% | -31.97% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.03% | +0.18% | -87.31% | |
| 17 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.99% | +0.21% | -31.58% | |
| 18 | NFLX | Netflix INC | 股票-通信服务 | 0.90% | — | -66.25% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 0.88% | -0.34% | -50.00% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | +0.13% | -5.90% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.86% | -0.14% | -68.74% | |
| 22 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 股票-其他 | 0.82% | — | +13.60% | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.77% | — | -66.95% | |
| 24 | TSLA | Tesla INC | 股票-周期性消费 | 0.74% | -0.17% | -33.80% | |
| 25 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.71% | — | -45.54% | |
| 26 | CRM | Salesforce INC | 股票-科技 | 0.66% | -0.15% | -64.75% | |
| 27 | BA | Boeing Co/the | 股票-工业 | 0.64% | — | -16.02% | |
| 28 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 0.62% | — | +180.63% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | — | -54.29% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.57% | -0.12% | -30.91% | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.57% | — | -55.98% | |
| 32 | SRE | Sempra | 股票-公用事业 | 0.57% | — | -17.02% | |
| 33 | QCOM | Qualcomm INC | 股票-科技 | 0.56% | -0.15% | -55.92% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.52% | — | -61.19% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.52% | — | -60.69% | |
| 36 | RTX | Rtx CORP | 股票-工业 | 0.52% | — | -71.80% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | — | -59.02% | |
| 38 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.49% | — | -58.38% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.49% | — | -48.94% | |
| 40 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.48% | — | -49.50% | |
| 41 | WMB | Williams Cos INC | 股票-能源 | 0.48% | +0.15% | -33.04% | |
| 42 | NOC | Northrop Grumman CORP | 股票-工业 | 0.47% | -0.17% | EXIT | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | — | -59.46% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.47% | — | -11.50% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.43% | — | -59.53% | |
| 46 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.43% | — | -53.49% | |
| 47 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.42% | +0.15% | -60.91% | |
| 48 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.42% | — | -46.21% | |
| 49 | ADSK | Autodesk INC | 股票-科技 | 0.41% | — | -67.22% | |
| 50 | CAT | Caterpillar INC | 股票-工业 | 0.41% | — | -32.49% |