CIK: 0001859474
申报总市值
US$2.0亿
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 42.38% | — | +12.75% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.24% | — | +17.05% | |
| 3 | TSLA | Tesla INC | 股票-周期性消费 | 3.03% | — | +1.70% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.77% | — | +2.03% | |
| 5 | UPS | United Parcel Service-cl B | 股票-工业 | 2.39% | — | +0.76% | |
| 6 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 2.27% | — | +8.05% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.19% | — | +8.61% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.18% | — | +2.62% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.12% | — | +42.79% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.91% | — | +5.09% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.79% | — | +5.73% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.76% | — | +4.08% | |
| 13 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.59% | — | -2.24% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.49% | — | +9.83% | |
| 15 | NVR | Nvr INC | 股票-周期性消费 | 1.18% | — | +8.64% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.08% | — | +16.61% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.07% | — | +5.57% | |
| 18 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 0.98% | — | -0.14% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.98% | — | +12.14% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.93% | — | +1.50% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.81% | — | +25.99% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.74% | — | -0.61% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.74% | — | -3.62% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.72% | — | +5.76% | |
| 25 | CZBS | Citizens Bancshares CORP | 股票-其他 | 0.72% | — | — | |
| 26 | FIDI | Fidelity Intl Hi Div ETF | ETF-其他 | 0.71% | — | +6.13% | |
| 27 | IDV | Ishares International Select | ETF-其他 | 0.63% | — | +9.20% | |
| 28 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.57% | — | +5.34% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.54% | — | -65.50% | |
| 30 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.54% | — | +5.52% | |
| 31 | FDX | Fedex CORP | 股票-工业 | 0.53% | — | +10.58% | |
| 32 | ZM | Zoom Communications INC | 股票-科技 | 0.50% | — | -37.65% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | — | — | |
| 34 | AXP | American Express Co | 股票-金融 | 0.47% | — | +1.93% | |
| 35 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 0.45% | — | +24.53% | |
| 36 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.44% | — | +24.79% | |
| 37 | NFLX | Netflix INC | 股票-通信服务 | 0.43% | — | +18.95% | |
| 38 | XYZ | Block INC | 股票-金融 | 0.43% | — | -2.95% | |
| 39 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.43% | — | +6.14% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | — | +2.73% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.39% | — | -11.21% | |
| 42 | WPC | Wp Carey INC | 股票-房地产 | 0.39% | — | -0.51% | |
| 43 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.38% | — | — | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.37% | — | +36.78% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.36% | — | +5.12% | |
| 46 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.34% | — | — | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.33% | — | +3.86% | |
| 48 | DWM | Wisdomtree International Equ | ETF-其他 | 0.33% | — | +1.19% | |
| 49 | AMC | AMC Entertainment Holdings, Inc. | 股票-其他 | 0.33% | — | — | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.32% | — | +15.07% |