CIK: 0001792851
申报总市值
US$3.3亿
仅显示前 200 大持股（共 212 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 12.98% | — | -26.23% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.12% | -0.08% | +493.40% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.27% | -0.22% | +11.88% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 3.60% | — | +974.44% | |
| 5 | UPS | United Parcel Service-cl B | 股票-工业 | 3.48% | — | +4.38% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.08% | +0.05% | +6.04% | |
| 7 | VZ | Verizon Communications INC | 股票-通信服务 | 2.84% | — | — | |
| 8 | HD | Home Depot INC | 股票-周期性消费 | 2.75% | — | +5.94% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.71% | -0.12% | +3.37% | |
| 10 | PEP | Pepsico INC | 股票-非周期性消费 | 2.62% | — | — | |
| 11 | GIS | General Mills INC | 股票-非周期性消费 | 2.58% | — | — | |
| 12 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.49% | — | +7.06% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.47% | — | +6.62% | |
| 14 | WMT | Walmart INC | 股票-非周期性消费 | 2.42% | — | +6.75% | |
| 15 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.40% | — | +5.47% | |
| 16 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.24% | — | +8.89% | |
| 17 | D | Dominion Energy INC | 股票-公用事业 | 2.19% | — | +8.92% | |
| 18 | LUV | Southwest Airlines Co | 股票-工业 | 2.19% | — | +7.51% | |
| 19 | MELI | Mercadolibre INC | 股票-周期性消费 | 2.15% | — | — | |
| 20 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 2.06% | — | +8.03% | |
| 21 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 2.05% | — | +10.20% | |
| 22 | SO | Southern Co/the | 股票-公用事业 | 2.04% | — | +10.58% | |
| 23 | ALK | Alaska Air Group INC | 股票-工业 | 1.95% | — | +7.52% | |
| 24 | BLKCHF | Blackrock INC | 股票-其他 | 1.88% | — | +8.22% | |
| 25 | PSA | Public Storage | 股票-房地产 | 1.88% | — | +13.11% | |
| 26 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.87% | — | +9.84% | |
| 27 | APD | Air Products & Chemicals INC | 股票-原材料 | 1.57% | +0.04% | — | |
| 28 | IRM | Iron Mountain INC | 股票-房地产 | 1.43% | — | +13.60% | |
| 29 | MMM | 3m Co | 股票-工业 | 1.37% | — | -0.02% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | +0.11% | +24.98% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.14% | -0.05% | +77.71% | |
| 32 | SLB | Slb LTD | 股票-能源 | 1.00% | — | +22.50% | |
| 33 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.84% | — | — | |
| 34 | EPD | Enterprise Products Partners | 股票-能源 | 0.72% | — | — | |
| 35 | DORM | Dorman Products INC | 股票-周期性消费 | 0.70% | — | -7.14% | |
| 36 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.69% | — | — | |
| 37 | ✓ | Business Development Corporation Of America Nsa | 股票-其他 | 0.66% | — | — | |
| 38 | ✓ | Fs Global Credit Opportunities Fund-a Nsa | 股票-其他 | 0.57% | — | — | |
| 39 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 0.55% | — | +0.26% | |
| 40 | PFE | Pfizer INC | 股票-医疗保健 | 0.47% | — | +1.77% | |
| 41 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.45% | — | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.44% | -0.27% | — | |
| 43 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.42% | — | — | |
| 44 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.41% | — | — | |
| 45 | SDG | Ish Msci Glob Sust Deve Goal | ETF-其他 | 0.38% | — | — | |
| 46 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股与成长 | 0.38% | — | — | |
| 47 | HUM | Humana INC | 股票-医疗保健 | 0.27% | — | — | |
| 48 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.26% | — | — | |
| 49 | UCOUSD | Proshares Ultra Bloomberg Cr | ETF-其他 | 0.25% | — | — | |
| 50 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 0.23% | — | — |