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 | 16.06% | — | +1.90% | |
| 2 | RWJ | Invesco S&p Smallcap 600 | ETF-其他 | 9.32% | — | +209.64% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 8.32% | — | +3.14% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 6.53% | — | +3.26% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 5.88% | — | +3.29% | |
| 6 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 5.63% | — | +3.56% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-其他 | 5.44% | — | +3.76% | |
| 8 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 5.40% | — | +0.65% | |
| 9 | AAPL | Apple INC | 股票-科技 | 4.31% | — | +0.03% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.74% | — | +2.74% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.71% | — | +0.01% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.73% | — | -1.01% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.61% | — | +0.23% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.58% | — | +0.17% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.15% | — | — | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | — | -0.21% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.89% | — | +6.35% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.63% | — | +80.91% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.62% | — | +0.36% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 0.59% | — | +0.10% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.54% | — | +5.96% | |
| 22 | PNC | Pnc Financial Services Group | 股票-金融 | 0.54% | — | +0.04% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | +18.76% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.50% | — | +0.32% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.50% | — | +0.29% | |
| 26 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.49% | — | — | |
| 27 | TSLA | Tesla INC | 股票-周期性消费 | 0.47% | — | — | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.45% | — | — | |
| 29 | A | Agilent Technologies INC | 股票-医疗保健 | 0.43% | — | — | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.43% | — | -6.40% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.42% | — | -0.46% | |
| 32 | VZ | Verizon Communications INC | 股票-通信服务 | 0.42% | — | -0.11% | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 0.41% | — | -0.49% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.40% | — | — | |
| 35 | T | At&t INC | 股票-通信服务 | 0.38% | — | +0.15% | |
| 36 | AMGN | Amgen INC | 股票-医疗保健 | 0.34% | — | +3.60% | |
| 37 | PAYX | Paychex INC | 股票-科技 | 0.34% | — | — | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.34% | — | -0.60% | |
| 39 | MA | Mastercard INC - A | 股票-金融 | 0.33% | — | -2.53% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.30% | — | — | |
| 41 | CRM | Salesforce INC | 股票-科技 | 0.29% | — | — | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.29% | — | — | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.29% | — | — | |
| 44 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.26% | — | +0.24% | |
| 45 | IBHD | Ishares Ibonds 2024 H/y INC | ETF-其他 | 0.26% | — | — | |
| 46 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.26% | — | — | |
| 47 | HON | Honeywell International INC | 股票-工业 | 0.25% | — | -1.54% | |
| 48 | ABBV | Abbvie INC | 股票-医疗保健 | 0.25% | — | -0.50% | |
| 49 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.25% | — | +1.29% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.25% | — | +7.13% |