CIK: 0001971715
申报总市值
US$1.6亿
| # | 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 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 17.10% | — | +2.63% | |
| 2 | RWJ | Invesco S&p Smallcap 600 | ETF-其他 | 9.31% | — | +2.33% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 7.23% | — | +3.69% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 6.53% | — | +0.64% | |
| 5 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 5.82% | — | -1.59% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 5.70% | — | +1.99% | |
| 7 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 5.67% | — | +2.06% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-其他 | 5.61% | — | +1.74% | |
| 9 | AAPL | Apple INC | 股票-科技 | 4.24% | — | +11.78% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.85% | — | +0.49% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.66% | — | +1.57% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.67% | — | -1.68% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.54% | — | +0.32% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.53% | — | -1.74% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.10% | — | -0.14% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | — | +1.26% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.80% | — | +14.89% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.63% | — | +11.88% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.61% | — | +0.39% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 0.59% | — | — | |
| 21 | PNC | Pnc Financial Services Group | 股票-金融 | 0.58% | — | +0.02% | |
| 22 | A | Agilent Technologies INC | 股票-医疗保健 | 0.56% | — | — | |
| 23 | VZ | Verizon Communications INC | 股票-通信服务 | 0.53% | — | +1.21% | |
| 24 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.53% | — | +0.32% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.51% | — | +14.71% | |
| 26 | T | At&t INC | 股票-通信服务 | 0.51% | — | -1.68% | |
| 27 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.48% | — | +3.27% | |
| 28 | PEP | Pepsico INC | 股票-非周期性消费 | 0.47% | — | +0.04% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.46% | — | -0.22% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.42% | — | +13.26% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | — | — | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.38% | — | +7.26% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.37% | — | — | |
| 34 | TSLA | Tesla INC | 股票-周期性消费 | 0.35% | — | — | |
| 35 | PAYX | Paychex INC | 股票-科技 | 0.35% | — | +0.38% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.35% | — | +0.11% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.33% | — | +2.35% | |
| 38 | MA | Mastercard INC - A | 股票-金融 | 0.32% | — | +22.47% | |
| 39 | AMGN | Amgen INC | 股票-医疗保健 | 0.31% | — | +0.07% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.29% | — | — | |
| 41 | CRM | Salesforce INC | 股票-科技 | 0.29% | — | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.29% | — | — | |
| 43 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.28% | — | -2.26% | |
| 44 | ABBV | Abbvie INC | 股票-医疗保健 | 0.28% | — | -40.06% | |
| 45 | HON | Honeywell International INC | 股票-工业 | 0.27% | — | — | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.25% | — | — | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.24% | — | +1.52% | |
| 48 | TXN | Texas Instruments INC | 股票-科技 | 0.23% | — | +1.22% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.23% | — | +0.20% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.23% | — | +0.11% |