CIK: 0001765617
申报总市值
US$1.9亿
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 41.72% | -1.04% | -2.14% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 15.47% | +0.06% | -0.48% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 10.02% | — | -4.23% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 9.84% | +0.17% | -0.03% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.45% | +0.06% | -2.50% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.14% | +0.03% | -1.17% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 5.12% | +0.12% | +95.62% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.97% | +0.10% | +0.69% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.56% | -0.03% | -3.30% | |
| 10 | AAPL | Apple INC | 股票-科技 | 0.39% | -0.01% | +12.77% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.38% | -0.02% | +67.03% | |
| 12 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股与成长 | 0.24% | — | — | |
| 13 | ADP | Automatic Data Processing | 股票-科技 | 0.21% | -0.05% | — | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.20% | +0.06% | +1571.63% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.20% | -0.01% | -4.68% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.17% | -0.01% | — | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.16% | — | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.13% | — | -2.50% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.13% | — | — | |
| 20 | TSLA | Tesla INC | 股票-周期性消费 | 0.12% | -0.03% | — | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.11% | — | +17.13% | |
| 22 | DE | Deere & Co | 股票-工业 | 0.08% | +0.01% | — | |
| 23 | PFE | Pfizer INC | 股票-医疗保健 | 0.08% | — | +787.74% | |
| 24 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 0.08% | — | — | |
| 25 | ABBV | Abbvie INC | 股票-医疗保健 | 0.07% | — | +150.00% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.07% | — | +3000.00% | |
| 27 | AEP | American Electric Power | 股票-公用事业 | 0.06% | +0.02% | +52.54% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.06% | — | +33.50% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.06% | — | — | |
| 30 | XEL | Xcel Energy INC | 股票-公用事业 | 0.06% | +0.02% | +20.92% | |
| 31 | T | At&t INC | 股票-通信服务 | 0.06% | — | +286.64% | |
| 32 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.06% | — | +1625.00% | |
| 33 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.06% | +0.02% | — | |
| 34 | MMM | 3m Co | 股票-工业 | 0.06% | — | +253.16% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.06% | — | — | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.05% | — | +158.73% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.05% | — | — | |
| 38 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.05% | +0.01% | — | |
| 39 | PM | Philip Morris International | 股票-非周期性消费 | 0.05% | +0.04% | NEW | |
| 40 | GD | General Dynamics CORP | 股票-工业 | 0.04% | — | — | |
| 41 | MO | Altria Group INC | 股票-非周期性消费 | 0.04% | +0.03% | +330.40% | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.04% | — | — | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.04% | — | — | |
| 44 | VZ | Verizon Communications INC | 股票-通信服务 | 0.04% | — | +244.14% | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.03% | +0.02% | NEW | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.03% | — | — | |
| 47 | MSFT | Microsoft CORP | 股票-科技 | 0.03% | — | +53.85% | |
| 48 | F | Ford Motor Co | 股票-周期性消费 | 0.03% | — | +104.75% | |
| 49 | NFLX | Netflix INC | 股票-通信服务 | 0.03% | — | — | |
| 50 | ETR | Entergy CORP | 股票-公用事业 | 0.02% | — | — |