CIK: 0001965718
申报总市值
US$4.4亿
仅显示前 200 大持股（共 210 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 | 26.95% | — | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.48% | — | — | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 3.86% | — | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.71% | — | — | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.36% | — | +0.70% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 2.25% | — | +0.21% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 1.59% | — | — | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.40% | — | — | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.31% | — | -3.87% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.28% | — | — | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.27% | — | — | |
| 12 | PFE | Pfizer INC | 股票-医疗保健 | 1.19% | — | — | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | — | +1.52% | |
| 14 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.11% | — | -3.27% | |
| 15 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.01% | — | — | |
| 16 | VZ | Verizon Communications INC | 股票-通信服务 | 0.94% | — | -1.90% | |
| 17 | VDE | Vanguard Energy ETF | ETF-其他 | 0.91% | — | +1.51% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.89% | — | -15.01% | |
| 19 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.89% | — | — | |
| 20 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.80% | — | +15.41% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.80% | — | +3.42% | |
| 22 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.79% | — | — | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.77% | — | — | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.73% | — | +8.31% | |
| 25 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.73% | — | +32.58% | |
| 26 | ADP | Automatic Data Processing | 股票-科技 | 0.69% | — | — | |
| 27 | T | At&t INC | 股票-通信服务 | 0.67% | — | -0.09% | |
| 28 | MA | Mastercard INC - A | 股票-金融 | 0.63% | — | +0.17% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.60% | — | — | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.58% | — | +13.98% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.56% | — | +9.05% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.54% | — | — | |
| 33 | TSLA | Tesla INC | 股票-周期性消费 | 0.53% | — | -1.90% | |
| 34 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.53% | — | +41.78% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | — | +1.71% | |
| 36 | DHR | Danaher CORP | 股票-医疗保健 | 0.51% | — | — | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | — | -0.72% | |
| 38 | CSCO | Cisco Systems INC | 股票-科技 | 0.50% | — | +0.12% | |
| 39 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.50% | — | +53.22% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.49% | — | — | |
| 41 | GE | General Electric | 股票-工业 | 0.48% | — | — | |
| 42 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.47% | — | — | |
| 43 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.46% | — | -5.44% | |
| 44 | MO | Altria Group INC | 股票-非周期性消费 | 0.44% | — | -1.31% | |
| 45 | HON | Honeywell International INC | 股票-工业 | 0.43% | — | — | |
| 46 | MMM | 3m Co | 股票-工业 | 0.41% | — | -0.20% | |
| 47 | DOW | Dow INC | 股票-原材料 | 0.39% | — | — | |
| 48 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.39% | — | — | |
| 49 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.39% | — | -28.97% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.38% | — | -3.46% |