CIK: 0001740809
申报总市值
US$1.3亿
| # | 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 | IRT | Independence Realty Trust In | 股票-房地产 | 14.11% | — | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.54% | +1.20% | — | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.54% | -0.19% | — | |
| 4 | BLKCHF | Blackrock INC | 股票-其他 | 3.12% | — | — | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.95% | — | — | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.86% | — | — | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.51% | -0.69% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.30% | -0.03% | — | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.22% | — | — | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.98% | — | — | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.97% | -0.16% | — | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.95% | — | — | |
| 13 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.95% | -0.26% | — | |
| 14 | XFRAX | Blackrock Fltng Rt INC Strat | 股票-其他 | 1.60% | — | — | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 1.43% | -0.18% | — | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.43% | — | — | |
| 17 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.40% | — | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.31% | +0.31% | — | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.31% | -0.12% | — | |
| 20 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 1.30% | — | — | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.29% | — | — | |
| 22 | GD | General Dynamics CORP | 股票-工业 | 1.23% | — | — | |
| 23 | NFLX | Netflix INC | 股票-通信服务 | 1.19% | -0.10% | — | |
| 24 | FAS | Dirx Dly Finacial B3x Etf-ui | ETF-其他 | 1.15% | — | — | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.10% | — | — | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.10% | +0.01% | — | |
| 27 | GS | Goldman Sachs Group INC | 股票-金融 | 1.09% | — | — | |
| 28 | HON | Honeywell International INC | 股票-工业 | 1.08% | +0.04% | — | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.06% | — | — | |
| 30 | PFE | Pfizer INC | 股票-医疗保健 | 0.99% | +0.01% | — | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.96% | — | — | |
| 32 | MA | Mastercard INC - A | 股票-金融 | 0.93% | -0.08% | — | |
| 33 | MMM | 3m Co | 股票-工业 | 0.93% | — | — | |
| 34 | BA | Boeing Co/the | 股票-工业 | 0.85% | — | — | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.76% | — | — | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.74% | -0.22% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.74% | — | — | |
| 38 | PM | Philip Morris International | 股票-非周期性消费 | 0.68% | — | — | |
| 39 | MO | Altria Group INC | 股票-非周期性消费 | 0.67% | — | — | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.64% | — | — | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | +0.25% | — | |
| 42 | VZ | Verizon Communications INC | 股票-通信服务 | 0.63% | — | — | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | — | — | |
| 44 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.61% | — | — | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.60% | -0.25% | — | |
| 46 | WM | Waste Management INC | 股票-工业 | 0.59% | — | — | |
| 47 | SRE | Sempra | 股票-公用事业 | 0.58% | — | — | |
| 48 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.54% | — | — | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | +0.08% | — | |
| 50 | DHR | Danaher CORP | 股票-医疗保健 | 0.49% | +0.02% | — |