CIK: 0001822632
申报总市值
US$10.1亿
仅显示前 200 大持股（共 203 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 20.72% | -1.16% | +20.07% | |
| 2 | VXF | Vanguard Extended Market ETF | ETF-其他 | 12.65% | +0.46% | +12.42% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 10.42% | -0.15% | +24.27% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 8.39% | +0.76% | +26.71% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 7.96% | -0.71% | +8.93% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 6.96% | +0.29% | +21.51% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.91% | -0.10% | -2.64% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.80% | +0.11% | +103.04% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.25% | +0.02% | -0.39% | |
| 10 | CNC | Centene CORP | 股票-医疗保健 | 1.89% | — | — | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 1.42% | -0.02% | +3.33% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.24% | — | +0.29% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.23% | +0.01% | +0.27% | |
| 14 | INTC | Intel CORP | 股票-科技 | 0.95% | — | +1.65% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | -0.08% | +1.40% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.86% | — | +1.87% | |
| 17 | DE | Deere & Co | 股票-工业 | 0.66% | +0.02% | -1.95% | |
| 18 | WSM | Williams-sonoma INC | 股票-周期性消费 | 0.59% | -0.10% | +0.40% | |
| 19 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.54% | — | — | |
| 20 | TGT | Target CORP | 股票-周期性消费 | 0.52% | — | — | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.43% | +0.03% | +0.64% | |
| 22 | VZ | Verizon Communications INC | 股票-通信服务 | 0.41% | — | +1.01% | |
| 23 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.41% | — | — | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 0.40% | — | +6.16% | |
| 25 | QCOM | Qualcomm INC | 股票-科技 | 0.40% | -0.03% | +1.81% | |
| 26 | C | Citigroup INC | 股票-金融 | 0.40% | — | +16.83% | |
| 27 | UPS | United Parcel Service-cl B | 股票-工业 | 0.39% | — | +0.62% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.38% | +0.07% | +1.17% | |
| 29 | SO | Southern Co/the | 股票-公用事业 | 0.36% | +0.02% | +1.12% | |
| 30 | T | At&t INC | 股票-通信服务 | 0.33% | — | +5.65% | |
| 31 | CTAS | Cintas CORP | 股票-工业 | 0.32% | -0.01% | +0.21% | |
| 32 | CAT | Caterpillar INC | 股票-工业 | 0.32% | — | -4.07% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | +0.09% | -0.04% | |
| 34 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 0.29% | +0.02% | +2.96% | |
| 35 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.29% | — | — | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.28% | +0.03% | +7.98% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.26% | — | +0.61% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.25% | -0.01% | — | |
| 39 | WMT | Walmart INC | 股票-非周期性消费 | 0.24% | -0.02% | +9.96% | |
| 40 | D | Dominion Energy INC | 股票-公用事业 | 0.23% | — | +0.72% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.21% | — | +0.27% | |
| 42 | AAPL | Apple INC | 股票-科技 | 0.21% | -0.01% | +0.16% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.20% | +0.02% | +0.21% | |
| 44 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.20% | +0.02% | +37.03% | |
| 45 | GSK | GSK plc ADRhedged | 股票-医疗保健 | 0.19% | — | +13.87% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.19% | -0.01% | +0.35% | |
| 47 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.16% | — | +0.14% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.16% | — | -0.76% | |
| 49 | HD | Home Depot INC | 股票-周期性消费 | 0.15% | — | +0.63% | |
| 50 | BLKCHF | Blackrock INC | 股票-其他 | 0.14% | — | +0.64% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | +1.2% | +103.04% | 加仓 |
| 2 | VOO | Vanguard S&p 500 ETF | +0.9% | +20.07% | 加仓 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.8% | +24.27% | 加仓 |
| 4 | VXUS | Vanguard Total Intl Stock | +0.7% | +26.71% | 加仓 |
| 5 | VTV | Vanguard Value ETF | +0.6% | +21.51% | 加仓 |
| 6 | WSM | Williams-sonoma INC | +0.2% | +0.40% | 加仓 |
| 7 | BAC | Bank Of America CORP | +0.1% | +3.33% | 加仓 |
| 8 | DE | Deere & Co | +0.1% | -1.95% | 减仓 |
| 9 | INTC | Intel CORP | +0.1% | +1.65% | 加仓 |
| 10 | C | Citigroup INC | +0.1% | +16.83% | 加仓 |
| 11 | BA | Boeing Co/the | +0.1% | +82.76% | 加仓 |
| 12 | GILD | Gilead Sciences INC | 0% | +37.03% | 加仓 |
| 13 | LYFT | Lyft Inc-a | 0% | +154.55% | 加仓 |
| 14 | XOM | Exxon Mobil CORP | 0% | -0.04% | 减仓 |
| 15 | F | Ford Motor Co | 0% | +160.97% | 加仓 |
| 16 | CVX | Chevron CORP | 0% | +1.17% | 加仓 |
| 17 | PII | Polaris INC | 0% | +0.45% | 加仓 |
| 18 | DG | Dollar General CORP | 0% | +46.21% | 加仓 |
| 19 | XYZ | Block INC | 0% | +51.06% | 加仓 |
| 20 | JPM | Jpmorgan Chase & Co | — | +1.40% | 加仓 |
| 21 | CSCO | Cisco Systems INC | — | +6.16% | 加仓 |
| 22 | CAT | Caterpillar INC | — | -4.07% | 减仓 |
| 23 | LOW | Lowe's Cos INC | — | +0.38% | 加仓 |
| 24 | PENN | Penn Entertainment INC | — | +2.96% | 加仓 |
| 25 | HD | Home Depot INC | 0% | +0.63% | 加仓 |
| 26 | LLY | Eli Lilly & Co | 0% | +0.37% | 加仓 |
| 27 | GSK | GSK plc ADRhedged | 0% | +13.87% | 加仓 |
| 28 | EL | Estee Lauder Companies-cl A | 0% | +0.14% | 加仓 |
| 29 | ACN | Accenture plc | 0% | +0.35% | 加仓 |
| 30 | T | At&t INC | 0% | +5.65% | 加仓 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 不变 |
| 32 | BHP | Bhp Group Ltd-spon Adr | 0% | +2.96% | 加仓 |
| 33 | MCD | Mcdonald's CORP | 0% | +0.61% | 加仓 |
| 34 | COST | Costco Wholesale CORP | -0.1% | +0.21% | 加仓 |
| 35 | JNJ | Johnson & Johnson | -0.1% | +0.64% | 加仓 |
| 36 | AAPL | Apple INC | -0.1% | +0.16% | 加仓 |
| 37 | CTAS | Cintas CORP | -0.1% | +0.21% | 加仓 |
| 38 | VXF | Vanguard Extended Market ETF | -0.1% | +12.42% | 加仓 |
| 39 | VB | Vanguard Small-cap ETF | -0.1% | +0.27% | 加仓 |
| 40 | TTWO | Take-two Interactive Softwre | -0.1% | — | 不变 |
| 41 | NKE | Nike INC -cl B | -0.1% | — | 不变 |
| 42 | QCOM | Qualcomm INC | -0.2% | +1.81% | 加仓 |
| 43 | VO | Vanguard Mid-cap ETF | -0.2% | +0.29% | 加仓 |
| 44 | CNC | Centene CORP | -0.3% | — | 不变 |
| 45 | IXUS | Ishares Core Intl Stock ETF | -0.4% | -0.39% | 减仓 |
| 46 | VUG | Vanguard Growth ETF | -0.8% | +8.93% | 加仓 |
| 47 | ITOT | Ishares Core S&p Total U.s. | -0.9% | -2.64% | 减仓 |
| 48 | TGT | Target CORP | — | NEW | 新建仓 |
| 49 | ✓ | Target Corporation | — | EXIT | 清仓 |
| 50 | DKNG1USD | Draftkings Holdings INC | — | NEW | 新建仓 |