CIK: 0001845199
申报总市值
US$1.8亿
仅显示前 200 大持股（共 357 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 | AAPL | Apple INC | 股票-科技 | 9.21% | +0.17% | -2.23% | |
| 2 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 7.21% | — | -0.58% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.71% | -0.25% | -11.21% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.59% | — | +13.94% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.33% | — | -5.51% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.11% | -0.08% | -2.98% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 2.09% | -0.18% | +26.22% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.95% | — | +13.66% | |
| 9 | IVLU | Ishares Msci International V | ETF-其他 | 1.91% | +0.15% | +37.62% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.87% | -0.19% | -5.19% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.82% | -0.09% | -1.35% | |
| 12 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.80% | -0.12% | -1.47% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.79% | — | +26.31% | |
| 14 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.53% | — | — | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 1.38% | -0.11% | -9.17% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.36% | -0.16% | +44.55% | |
| 17 | WMT | Walmart INC | 股票-非周期性消费 | 1.31% | -0.23% | -5.34% | |
| 18 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.23% | — | +18.67% | |
| 19 | IRM | Iron Mountain INC | 股票-房地产 | 1.18% | -0.31% | — | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | — | -5.88% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 1.11% | — | +3.24% | |
| 22 | NSC | Norfolk Southern CORP | 股票-工业 | 1.11% | -0.13% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.09% | — | — | |
| 24 | PFE | Pfizer INC | 股票-医疗保健 | 1.06% | — | -5.34% | |
| 25 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.02% | +0.09% | -6.28% | |
| 26 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.02% | -0.15% | -6.05% | |
| 27 | COP | Conocophillips | 股票-能源 | 0.98% | — | -0.70% | |
| 28 | ETN | Eaton Corporation plc | 股票-工业 | 0.85% | -0.12% | -2.29% | |
| 29 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.85% | — | -1.39% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.83% | — | -8.86% | |
| 31 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.80% | — | +16.31% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.77% | — | +44.44% | |
| 33 | TXN | Texas Instruments INC | 股票-科技 | 0.75% | — | -0.71% | |
| 34 | MO | Altria Group INC | 股票-非周期性消费 | 0.74% | -0.10% | -3.64% | |
| 35 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型股 | 0.68% | — | +24.12% | |
| 36 | CAT | Caterpillar INC | 股票-工业 | 0.68% | -0.11% | -6.85% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.61% | — | -0.46% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.61% | — | -1.63% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | — | -10.85% | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.57% | — | -1.47% | |
| 41 | FISV | Fiserv INC | 股票-其他 | 0.57% | -0.20% | — | |
| 42 | EVRG | Evergy INC | 股票-公用事业 | 0.56% | -0.13% | -11.79% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | -16.21% | |
| 44 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.54% | — | +10.93% | |
| 45 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.54% | -0.14% | — | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.53% | — | -6.18% | |
| 47 | PM | Philip Morris International | 股票-非周期性消费 | 0.52% | -0.08% | -6.23% | |
| 48 | DHR | Danaher CORP | 股票-医疗保健 | 0.51% | — | — | |
| 49 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.48% | — | +12.26% | |
| 50 | T | At&t INC | 股票-通信服务 | 0.47% | — | -25.96% |