CIK: 0001889147
申报总市值
US$5.7亿
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 9.30% | — | +3.28% | |
| 2 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 6.58% | — | -0.05% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 4.97% | -0.23% | +20.71% | |
| 4 | FPEI | First Trust Institutional Pr | ETF-其他 | 4.09% | — | -3.20% | |
| 5 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.23% | -0.26% | +34.63% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.74% | -0.21% | +11.01% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.58% | +0.13% | +21.87% | |
| 8 | GS | Goldman Sachs Group INC | 股票-金融 | 2.40% | -0.17% | -1.44% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.96% | +0.14% | +8.59% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.93% | — | +1.25% | |
| 11 | DE | Deere & Co | 股票-工业 | 1.59% | +0.15% | -2.12% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.56% | -0.24% | +3.48% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.56% | -0.13% | +13.11% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.55% | -0.15% | -16.19% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | -0.20% | +5.04% | |
| 16 | AMD | Advanced Micro Devices | 股票-科技 | 1.49% | — | +0.25% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.42% | +0.23% | +5.76% | |
| 18 | VRSN | Verisign INC | 股票-科技 | 1.41% | — | -1.52% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.35% | — | -7.65% | |
| 20 | PGHY | Invesco Global Ex US High Yi | ETF-其他 | 1.33% | — | -9.66% | |
| 21 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.23% | — | +10.47% | |
| 22 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.21% | -0.07% | +9.92% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.10% | -0.12% | +6.34% | |
| 24 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.10% | — | -7.95% | |
| 25 | PEP | Pepsico INC | 股票-非周期性消费 | 1.09% | — | -4.73% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 1.00% | -0.15% | -1.25% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.00% | -0.13% | +3.36% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | — | -3.58% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.97% | — | +2.11% | |
| 30 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.95% | +0.06% | +6.93% | |
| 31 | HON | Honeywell International INC | 股票-工业 | 0.94% | — | -3.13% | |
| 32 | LIN | Linde plc | 股票-原材料 | 0.91% | +0.07% | -3.70% | |
| 33 | EMR | Emerson Electric Co | 股票-工业 | 0.88% | — | +2.36% | |
| 34 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.85% | +0.11% | -9.89% | |
| 35 | SWKS | Skyworks Solutions INC | 股票-科技 | 0.84% | — | +3.70% | |
| 36 | GD | General Dynamics CORP | 股票-工业 | 0.83% | — | -0.63% | |
| 37 | DTEC | Alps Disruptive Technologies | ETF-科技型 | 0.71% | — | -42.36% | |
| 38 | XLF | Ss Financial Select Sector | ETF-其他 | 0.70% | -0.17% | +58.48% | |
| 39 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.69% | +0.08% | +64.08% | |
| 40 | RTX | Rtx CORP | 股票-工业 | 0.68% | — | -0.90% | |
| 41 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 0.65% | — | -20.88% | |
| 42 | GE | General Electric | 股票-工业 | 0.64% | -0.10% | -1.37% | |
| 43 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.63% | +0.06% | +20.88% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.62% | — | -0.62% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.62% | — | -19.87% | |
| 46 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.62% | — | +31.61% | |
| 47 | PFE | Pfizer INC | 股票-医疗保健 | 0.61% | — | +16.37% | |
| 48 | BUG | Global X Cybersecurity ETF | ETF-其他 | 0.60% | — | -29.47% | |
| 49 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.60% | -0.10% | +27.64% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | +0.06% | -1.56% |