CIK: 0001841616
申报总市值
US$41.9亿
仅显示前 200 大持股（共 461 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 | AAPL | Apple INC | 股票-科技 | 5.11% | — | +4.55% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.79% | — | -5.38% | |
| 3 | XLK | Ss Technology Select Sector | ETF-科技型 | 4.04% | — | +1.99% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.79% | — | +1.14% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.98% | — | +2.94% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.80% | — | +3.20% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.78% | — | +1.48% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.60% | — | +4.94% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.40% | — | +3.59% | |
| 10 | WMT | Walmart INC | 股票-非周期性消费 | 2.33% | — | +2.09% | |
| 11 | SPGI | S&p Global INC | 股票-金融 | 2.05% | — | +2.07% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.74% | — | -1.92% | |
| 13 | CAT | Caterpillar INC | 股票-工业 | 1.66% | — | +30.05% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.65% | — | +1.31% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.65% | — | +61.05% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.56% | — | +4.72% | |
| 17 | PEP | Pepsico INC | 股票-非周期性消费 | 1.55% | — | +5.97% | |
| 18 | SO | Southern Co/the | 股票-公用事业 | 1.54% | — | +4.32% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.52% | — | +7.81% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.44% | — | +14.65% | |
| 21 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.36% | — | -4.51% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.28% | — | -4.39% | |
| 23 | UPS | United Parcel Service-cl B | 股票-工业 | 1.26% | — | -5.18% | |
| 24 | BLKCHF | Blackrock INC | 股票-其他 | 1.18% | — | +3.22% | |
| 25 | HON | Honeywell International INC | 股票-工业 | 1.17% | — | +2.84% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.15% | — | +4.33% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 1.14% | — | +2.88% | |
| 28 | QCOM | Qualcomm INC | 股票-科技 | 1.02% | — | -7.56% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.97% | — | +11.08% | |
| 30 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.97% | — | +98.99% | |
| 31 | PSX | Phillips 66 | 股票-能源 | 0.94% | — | -10.59% | |
| 32 | CSX | Csx CORP | 股票-工业 | 0.91% | — | +2.67% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.86% | — | -10.97% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.85% | — | +47.86% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.84% | — | +0.63% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.80% | — | +17.90% | |
| 37 | ASML | ASML Holding N.V. | 股票-科技 | 0.75% | — | +29.89% | |
| 38 | KEL | Kellanova | 股票-其他 | 0.74% | — | -9.12% | |
| 39 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.71% | — | +14.53% | |
| 40 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.71% | — | -2.13% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.71% | — | -19.94% | |
| 42 | BND | Vanguard Total Bond Market | ETF-其他 | 0.69% | — | -2.05% | |
| 43 | FDX | Fedex CORP | 股票-工业 | 0.68% | — | +19.67% | |
| 44 | GS | Goldman Sachs Group INC | 股票-金融 | 0.63% | — | +3.83% | |
| 45 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.62% | — | +3.18% | |
| 46 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.62% | — | +1799.41% | |
| 47 | KMI | Kinder Morgan INC | 股票-能源 | 0.61% | — | +3.24% | |
| 48 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.59% | — | +24.99% | |
| 49 | XLB | Ss Materials Select Sector | ETF-其他 | 0.57% | — | -2.57% | |
| 50 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.55% | — | -0.76% |