CIK: 0001956824
申报总市值
US$31.8亿
仅显示前 200 大持股（共 600 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 | 6.83% | -1.05% | +1.98% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.33% | -0.52% | -2.84% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.20% | -1.00% | -0.77% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.83% | -0.16% | -0.57% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.74% | -0.25% | +1.41% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.61% | -0.29% | +3.14% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.55% | — | +2.09% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.96% | +0.11% | +14.07% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 1.62% | -0.17% | -3.06% | |
| 10 | AMGN | Amgen INC | 股票-医疗保健 | 1.46% | +0.08% | +5.78% | |
| 11 | PGR | Progressive CORP | 股票-金融 | 1.43% | -0.16% | -0.95% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.34% | +0.23% | +6.86% | |
| 13 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 1.19% | — | +4.53% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.07% | — | +2.65% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.05% | -0.14% | +6.10% | |
| 16 | RECS | Columbia Resear Enh Cor ETF | ETF-其他 | 1.04% | — | +5.75% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.04% | +0.11% | +10.73% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.03% | -0.20% | +1.46% | |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 1.02% | — | +2.20% | |
| 20 | RTX | Rtx CORP | 股票-工业 | 0.98% | — | -1.40% | |
| 21 | BBIN | JPM Betabuilders Intl Eqty | ETF-其他 | 0.97% | — | +9.98% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.97% | +0.35% | +1.62% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.93% | -0.13% | +0.81% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.89% | — | +6.33% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.88% | -0.11% | +10.66% | |
| 26 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 0.87% | — | +6.61% | |
| 27 | GS | Goldman Sachs Group INC | 股票-金融 | 0.85% | — | +0.63% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.84% | +0.13% | +3.63% | |
| 29 | PWR | Quanta Services INC | 股票-工业 | 0.82% | +0.20% | -0.00% | |
| 30 | CRM | Salesforce INC | 股票-科技 | 0.74% | -0.08% | +1.67% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.74% | — | +1.88% | |
| 32 | FTNT | Fortinet INC | 股票-科技 | 0.73% | -0.12% | +2.10% | |
| 33 | QCOM | Qualcomm INC | 股票-科技 | 0.72% | -0.18% | +0.27% | |
| 34 | USB | US Bancorp | 股票-金融 | 0.68% | — | -14.43% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.67% | — | +0.47% | |
| 36 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.67% | +0.24% | +13.56% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.67% | — | +4.06% | |
| 38 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-其他 | 0.66% | — | -12.39% | |
| 39 | PH | Parker Hannifin CORP | 股票-工业 | 0.64% | — | +2.08% | |
| 40 | PNC | Pnc Financial Services Group | 股票-金融 | 0.64% | — | +0.26% | |
| 41 | LNC | Lincoln National CORP | 股票-金融 | 0.62% | -0.55% | -2.12% | |
| 42 | MMM | 3m Co | 股票-工业 | 0.62% | — | -0.19% | |
| 43 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.59% | -0.25% | +52.71% | |
| 44 | WMT | Walmart INC | 股票-非周期性消费 | 0.54% | — | +7.51% | |
| 45 | KEL | Kellanova | 股票-其他 | 0.51% | — | +0.09% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.13% | -0.09% | |
| 47 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.48% | — | +9.78% | |
| 48 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.47% | -0.11% | +4.31% | |
| 49 | NCPB | Nuveen Core Plus Bond ETF | ETF-其他 | 0.43% | — | +3.28% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.43% | -0.09% | +2.49% |