CIK: 0001927537
申报总市值
US$8.5亿
仅显示前 200 大持股（共 226 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 16.92% | +0.94% | +12.80% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 8.19% | +1.27% | +6.58% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.93% | +0.12% | +427.69% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.53% | +0.04% | +3.67% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.75% | +0.26% | +1.22% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.70% | +0.41% | +14.37% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.41% | -0.35% | +6.94% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.70% | — | -8.98% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.38% | +0.34% | +8.33% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.37% | — | +19.32% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.22% | -0.49% | +30.59% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.09% | +0.32% | +10.95% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.82% | — | +7.99% | |
| 14 | UFPT | Ufp Technologies INC | 股票-其他 | 1.61% | -0.06% | — | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.39% | +0.18% | -4.07% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.23% | -0.01% | +3.12% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.05% | +0.15% | +11.39% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.92% | — | +2.49% | |
| 19 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.90% | — | +3.19% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.90% | — | +8.56% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.87% | — | +3.62% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.01% | +6.12% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | +0.34% | +5.80% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.73% | — | +7.34% | |
| 25 | BND | Vanguard Total Bond Market | ETF-其他 | 0.62% | — | -53.09% | |
| 26 | AVGO | Broadcom INC | 股票-科技 | 0.60% | — | +8.79% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | — | +0.94% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.57% | — | -1.83% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | +4.12% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.49% | — | -3.14% | |
| 31 | ABBV | Abbvie INC | 股票-医疗保健 | 0.47% | — | +2.90% | |
| 32 | CAT | Caterpillar INC | 股票-工业 | 0.40% | +0.11% | +0.86% | |
| 33 | QCOM | Qualcomm INC | 股票-科技 | 0.39% | — | +6.33% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.38% | — | -14.52% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.35% | +0.19% | +6.09% | |
| 36 | CRM | Salesforce INC | 股票-科技 | 0.34% | — | +7.23% | |
| 37 | WMT | Walmart INC | 股票-非周期性消费 | 0.34% | +0.14% | +231.69% | |
| 38 | MA | Mastercard INC - A | 股票-金融 | 0.34% | -0.05% | +6.95% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.33% | — | +4.81% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.32% | +0.19% | +7.89% | |
| 41 | ETN | Eaton Corporation plc | 股票-工业 | 0.32% | — | +5.66% | |
| 42 | PM | Philip Morris International | 股票-非周期性消费 | 0.32% | — | -5.93% | |
| 43 | SUB | Ishares Short-term National | ETF-其他 | 0.29% | — | -65.34% | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.28% | — | +13.50% | |
| 45 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.28% | +0.41% | — | |
| 46 | RTX | Rtx CORP | 股票-工业 | 0.27% | — | +5.12% | |
| 47 | PGR | Progressive CORP | 股票-金融 | 0.26% | +0.06% | -3.23% | |
| 48 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.25% | — | +10.24% | |
| 49 | TSLA | Tesla INC | 股票-周期性消费 | 0.25% | -0.07% | -11.78% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.25% | — | -5.91% |