CIK: 0001956824
申报总市值
US$31.8亿
仅显示前 200 大持股（共 493 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 | 8.02% | -1.05% | -0.40% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.09% | -0.52% | -2.46% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.32% | -1.00% | +0.28% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.41% | — | -0.22% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.01% | +0.11% | +6.87% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.98% | -0.25% | -22.26% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.56% | -0.16% | +0.13% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.33% | -0.29% | -0.45% | |
| 9 | PGR | Progressive CORP | 股票-金融 | 1.76% | -0.16% | -1.25% | |
| 10 | AMGN | Amgen INC | 股票-医疗保健 | 1.56% | +0.08% | +3.32% | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 1.33% | -0.17% | -8.31% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.17% | +0.23% | +3.09% | |
| 13 | HD | Home Depot INC | 股票-周期性消费 | 1.16% | — | +0.41% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.12% | +0.35% | +2.26% | |
| 15 | USB | US Bancorp | 股票-金融 | 1.10% | — | -1.50% | |
| 16 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 1.02% | — | +17.19% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.01% | -0.20% | -2.02% | |
| 18 | FTNT | Fortinet INC | 股票-科技 | 0.99% | -0.12% | -1.75% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.99% | — | -0.56% | |
| 20 | CRM | Salesforce INC | 股票-科技 | 0.99% | -0.08% | -0.09% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.98% | +0.13% | -0.86% | |
| 22 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 0.94% | — | +0.79% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.91% | — | -3.15% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.91% | -0.11% | +2.26% | |
| 25 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-其他 | 0.89% | — | +7.96% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.86% | -0.13% | -2.02% | |
| 27 | RTX | Rtx CORP | 股票-工业 | 0.86% | — | +1.43% | |
| 28 | QCOM | Qualcomm INC | 股票-科技 | 0.82% | -0.18% | +1.71% | |
| 29 | BBIN | JPM Betabuilders Intl Eqty | ETF-其他 | 0.80% | — | +8.41% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.74% | — | -1.50% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.73% | — | +2.93% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.71% | -0.14% | +1.87% | |
| 33 | GS | Goldman Sachs Group INC | 股票-金融 | 0.71% | — | +0.41% | |
| 34 | MMM | 3m Co | 股票-工业 | 0.65% | — | +8.98% | |
| 35 | PH | Parker Hannifin CORP | 股票-工业 | 0.65% | — | +0.99% | |
| 36 | KEL | Kellanova | 股票-其他 | 0.63% | — | -16.90% | |
| 37 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.61% | — | +123.43% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.59% | — | +57.50% | |
| 39 | ABBV | Abbvie INC | 股票-医疗保健 | 0.59% | — | -1.02% | |
| 40 | NCPB | Nuveen Core Plus Bond ETF | ETF-其他 | 0.57% | — | +14.03% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.56% | +0.13% | -1.56% | |
| 42 | WMT | Walmart INC | 股票-非周期性消费 | 0.56% | — | -2.59% | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.54% | — | -2.36% | |
| 44 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.53% | — | +13.88% | |
| 45 | TSLA | Tesla INC | 股票-周期性消费 | 0.51% | -0.10% | -6.00% | |
| 46 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.51% | +0.24% | +5.57% | |
| 47 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.44% | — | -5.85% | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.44% | — | +0.56% | |
| 49 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-其他 | 0.42% | — | -11.97% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.42% | — | -1.03% |