CIK: 0001767715
申报总市值
US$13.3亿
| # | 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 | AAPL | Apple INC | 股票-科技 | 9.07% | — | +0.54% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.97% | — | -3.69% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 6.77% | — | -2.48% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.70% | — | +9.11% | |
| 5 | PEP | Pepsico INC | 股票-非周期性消费 | 2.81% | — | -1.33% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.42% | — | -1.88% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.38% | — | +11.22% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.11% | — | +5.42% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.92% | — | -13.28% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.91% | — | -3.17% | |
| 11 | 2JE | Focus Financial Partners-a | 股票-其他 | 1.63% | — | -16.84% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.50% | — | -0.35% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.46% | — | +1.17% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.40% | — | -11.62% | |
| 15 | CELH | Celsius Holdings INC | 股票-非周期性消费 | 1.18% | — | -36.08% | |
| 16 | SWK | Stanley Black & Decker INC | 股票-工业 | 1.17% | — | -8.67% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.12% | — | +20.38% | |
| 18 | HD | Home Depot INC | 股票-周期性消费 | 1.03% | — | +0.39% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.01% | — | +1.25% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.99% | — | +0.53% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.97% | — | -1.84% | |
| 22 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.96% | — | -0.63% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.92% | — | +1.80% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | — | -0.97% | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.87% | — | +4.31% | |
| 26 | NEE | Nextera Energy INC | 股票-公用事业 | 0.81% | — | +236.34% | |
| 27 | VZ | Verizon Communications INC | 股票-通信服务 | 0.77% | — | +84.90% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 0.73% | — | -0.78% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.67% | — | +2.79% | |
| 30 | PFE | Pfizer INC | 股票-医疗保健 | 0.64% | — | -0.93% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.63% | — | +45.18% | |
| 32 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 0.59% | — | — | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.58% | — | -13.40% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.56% | — | +2.95% | |
| 35 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.55% | — | -5.59% | |
| 36 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.55% | — | +0.97% | |
| 37 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.54% | — | -12.81% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.53% | — | -1.35% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.53% | — | -7.21% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.52% | — | -1.77% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.52% | — | -2.83% | |
| 42 | WMT | Walmart INC | 股票-非周期性消费 | 0.51% | — | -1.87% | |
| 43 | DHR | Danaher CORP | 股票-医疗保健 | 0.50% | — | +6.74% | |
| 44 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股与成长 | 0.49% | — | +100.57% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.49% | — | -1.58% | |
| 46 | RTX | Rtx CORP | 股票-工业 | 0.49% | — | -10.62% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | — | -7.77% | |
| 48 | XLE | Ss Energy Select Sector | ETF-其他 | 0.49% | — | +0.96% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.48% | — | — | |
| 50 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.48% | — | +2.11% |