CIK: 0002076068
申报总市值
US$1.2亿
仅显示前 200 大持股（共 257 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 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 16.38% | -4.06% | +12.80% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 9.69% | +0.29% | +14.61% | |
| 3 | AMD | Advanced Micro Devices | 股票-科技 | 7.41% | -0.85% | -0.07% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 5.13% | -0.27% | +2.21% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 5.10% | +1.79% | +17.17% | |
| 6 | UDEC | Innovator U.s. Equity Ultra | ETF-其他 | 5.03% | — | -5.87% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 4.61% | +0.57% | +13.35% | |
| 8 | DHR | Danaher CORP | 股票-医疗保健 | 3.96% | -1.01% | -1.28% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 3.75% | +1.30% | +11.31% | |
| 10 | RVTY | Revvity INC | 股票-医疗保健 | 3.64% | -0.83% | — | |
| 11 | SYK | Stryker CORP | 股票-医疗保健 | 3.10% | -0.13% | — | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.03% | +0.18% | +13.81% | |
| 13 | PANW | Palo Alto Networks INC | 股票-科技 | 1.75% | +1.66% | +8.99% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.66% | +0.91% | +19.37% | |
| 15 | DOCS | Doximity Inc-class A | 股票-医疗保健 | 1.49% | -0.08% | +11.57% | |
| 16 | ZAPR | Intr Eqt Def Pro ETF - 1 Y A | ETF-其他 | 1.32% | -0.38% | — | |
| 17 | WM | Waste Management INC | 股票-工业 | 1.24% | +0.21% | +7.94% | |
| 18 | SAP | Sap Se-sponsored Adr | 股票-科技 | 1.18% | -1.01% | EXIT | |
| 19 | MRVL | Marvell Technology INC | 股票-科技 | 1.17% | +0.01% | -12.76% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.04% | -0.50% | -0.20% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.02% | +0.20% | +3.47% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.99% | +0.10% | +21.91% | |
| 23 | VLTO | Veralto CORP | 股票-工业 | 0.89% | -0.16% | -4.07% | |
| 24 | CARR | Carrier Global CORP | 股票-工业 | 0.88% | +0.09% | +7.99% | |
| 25 | LIN | Linde plc | 股票-原材料 | 0.86% | -0.34% | +12.32% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.78% | -0.60% | EXIT | |
| 27 | CMI | Cummins INC | 股票-工业 | 0.73% | -0.24% | +3.15% | |
| 28 | SWKS | Skyworks Solutions INC | 股票-科技 | 0.69% | -0.01% | — | |
| 29 | DOV | Dover CORP | 股票-工业 | 0.69% | +0.36% | +61.00% | |
| 30 | FTV | Fortive CORP | 股票-科技 | 0.67% | +0.02% | +20.47% | |
| 31 | ADI | Analog Devices INC | 股票-科技 | 0.64% | +0.90% | — | |
| 32 | AAPL | Apple INC | 股票-科技 | 0.57% | -0.21% | -14.62% | |
| 33 | TSLA | Tesla INC | 股票-周期性消费 | 0.53% | +0.21% | +2.56% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.41% | — | +54.09% | |
| 35 | D | Dominion Energy INC | 股票-公用事业 | 0.37% | +0.35% | +7.29% | |
| 36 | LMT | Lockheed Martin CORP | 股票-工业 | 0.31% | -0.21% | EXIT | |
| 37 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.31% | -0.02% | -3.09% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.30% | +0.52% | +30.39% | |
| 39 | F | Ford Motor Co | 股票-周期性消费 | 0.30% | -0.26% | EXIT | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.28% | -0.01% | +0.06% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.27% | -0.26% | EXIT | |
| 42 | ED | Consolidated Edison INC | 股票-公用事业 | 0.27% | — | -16.12% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.25% | — | -1.06% | |
| 44 | DUK | Duke Energy CORP | 股票-公用事业 | 0.24% | -0.03% | -1.61% | |
| 45 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.20% | -0.20% | EXIT | |
| 46 | CRM | Salesforce INC | 股票-科技 | 0.20% | -0.18% | EXIT | |
| 47 | UHS | Universal Health Services-b | 股票-医疗保健 | 0.19% | -0.19% | EXIT | |
| 48 | ZJUN | Innova Eqty Def Prot 1yr Jun | ETF-其他 | 0.18% | — | — | |
| 49 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.18% | — | -7.57% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.18% | — | -8.64% |