CIK: 0001934500
申报总市值
US$1.7亿
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 8.33% | +0.67% | +5.20% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.88% | +1.00% | +1.32% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.47% | +0.97% | +16.45% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.19% | +0.86% | -3.98% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.03% | +0.45% | +0.76% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.65% | +0.47% | +2.26% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.64% | +1.21% | -0.16% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-其他 | 3.18% | +0.50% | +3.62% | |
| 9 | TSLA | Tesla INC | 股票-周期性消费 | 2.08% | +0.26% | +3.62% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.87% | +0.27% | +0.81% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.69% | +0.23% | +7.48% | |
| 12 | VZ | Verizon Communications INC | 股票-通信服务 | 1.62% | -0.15% | -0.16% | |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.53% | +0.45% | +11.09% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.45% | — | +1.33% | |
| 15 | GD | General Dynamics CORP | 股票-工业 | 1.44% | — | +2.08% | |
| 16 | PFE | Pfizer INC | 股票-医疗保健 | 1.39% | — | +3.14% | |
| 17 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 1.32% | — | -8.60% | |
| 18 | LMT | Lockheed Martin CORP | 股票-工业 | 1.17% | -0.11% | +7.05% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.10% | — | +1.20% | |
| 20 | BA | Boeing Co/the | 股票-工业 | 1.08% | — | +0.37% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.06% | — | +0.47% | |
| 22 | T | At&t INC | 股票-通信服务 | 1.05% | -0.15% | -7.20% | |
| 23 | QCOM | Qualcomm INC | 股票-科技 | 0.98% | +0.31% | +2.70% | |
| 24 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.96% | — | +4.25% | |
| 25 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.96% | — | +17.68% | |
| 26 | CSCO | Cisco Systems INC | 股票-科技 | 0.96% | +0.43% | -0.64% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.95% | — | +13.77% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.94% | -0.11% | +1.36% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.91% | — | +0.86% | |
| 30 | CRM | Salesforce INC | 股票-科技 | 0.90% | — | +4.51% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.87% | +0.28% | +56.20% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.81% | — | +4.02% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.80% | +0.24% | +8.47% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | — | +1.44% | |
| 35 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.76% | — | -0.09% | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.75% | — | +1.07% | |
| 37 | WYNN | Wynn Resorts LTD | 股票-周期性消费 | 0.74% | — | -1.16% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.70% | +0.17% | +26.21% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.68% | — | +0.51% | |
| 40 | NFLX | Netflix INC | 股票-通信服务 | 0.67% | -0.16% | +1.01% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.66% | — | +14.16% | |
| 42 | C | Citigroup INC | 股票-金融 | 0.63% | — | +0.46% | |
| 43 | RTX | Rtx CORP | 股票-工业 | 0.61% | — | +0.87% | |
| 44 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.59% | — | -17.61% | |
| 45 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.58% | +0.28% | +78.05% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.56% | — | — | |
| 47 | AMGN | Amgen INC | 股票-医疗保健 | 0.56% | — | +1.47% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.56% | — | +9.60% | |
| 49 | PEP | Pepsico INC | 股票-非周期性消费 | 0.56% | — | -0.14% | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.54% | — | +1.59% |