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 | AAPL | Apple INC | 股票-科技 | 10.28% | +1.20% | +0.76% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 7.05% | -0.19% | +1.78% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.94% | -0.69% | +0.57% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.51% | — | +1.24% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 2.73% | — | -0.34% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.70% | -0.03% | -0.12% | |
| 7 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.59% | -0.26% | -0.19% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.57% | — | +0.54% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.51% | -0.22% | +1.37% | |
| 10 | HD | Home Depot INC | 股票-周期性消费 | 2.36% | -0.18% | +2.90% | |
| 11 | BLKCHF | Blackrock INC | 股票-其他 | 2.22% | — | -0.31% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.17% | +0.31% | +1.39% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.13% | -0.16% | +0.51% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.11% | — | +0.77% | |
| 15 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.88% | — | +5.98% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.77% | — | +0.44% | |
| 17 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.73% | — | +1.12% | |
| 18 | MA | Mastercard INC - A | 股票-金融 | 1.58% | -0.08% | +0.07% | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.45% | +0.01% | +8.88% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.44% | -0.12% | +2.99% | |
| 21 | FAS | Dirx Dly Finacial B3x Etf-ui | ETF-其他 | 1.19% | — | +2.39% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.18% | — | +1.34% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.14% | — | +0.15% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.13% | — | +0.69% | |
| 25 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 1.11% | — | +0.51% | |
| 26 | HON | Honeywell International INC | 股票-工业 | 1.04% | +0.04% | +0.24% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.03% | +0.08% | +1.58% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.01% | — | -1.81% | |
| 29 | NFLX | Netflix INC | 股票-通信服务 | 1.00% | -0.10% | -14.15% | |
| 30 | WM | Waste Management INC | 股票-工业 | 0.98% | — | +2.76% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.88% | — | -0.70% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.86% | — | -7.26% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.83% | — | -3.03% | |
| 34 | IRT | Independence Realty Trust In | 股票-房地产 | 0.81% | — | +0.06% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.79% | — | +1.41% | |
| 36 | PFE | Pfizer INC | 股票-医疗保健 | 0.79% | +0.01% | -16.72% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.79% | — | +82.10% | |
| 38 | CRM | Salesforce INC | 股票-科技 | 0.77% | +0.25% | +0.10% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.70% | +0.23% | +0.17% | |
| 40 | GD | General Dynamics CORP | 股票-工业 | 0.70% | — | +0.33% | |
| 41 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.70% | +0.01% | +1.35% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.70% | — | +6.81% | |
| 43 | PYPL | Paypal Holdings INC | 股票-金融 | 0.66% | -0.02% | -3.77% | |
| 44 | GS | Goldman Sachs Group INC | 股票-金融 | 0.65% | — | +5.99% | |
| 45 | SRE | Sempra | 股票-公用事业 | 0.65% | — | +0.35% | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.63% | — | +0.26% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.59% | +0.25% | +2.70% | |
| 48 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.58% | — | +0.43% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.57% | — | +0.49% | |
| 50 | ZTS | Zoetis INC | 股票-医疗保健 | 0.55% | — | +9.16% |