CIK: 0001847343
申报总市值
US$2.0亿
| # | 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 | 3.83% | -0.01% | -1.11% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.71% | — | -4.09% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.69% | +0.74% | -0.62% | |
| 4 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 3.50% | +0.06% | +4.87% | |
| 5 | PANW | Palo Alto Networks INC | 股票-科技 | 3.16% | +1.65% | +5.45% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.01% | -0.06% | +5.36% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 2.91% | -0.27% | +32.79% | |
| 8 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.69% | -0.68% | -0.28% | |
| 9 | DFIV | Dimensional International Va | ETF-其他 | 2.50% | — | -7.89% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.41% | +0.19% | +6.31% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-其他 | 2.29% | +0.17% | +7.82% | |
| 12 | DFAT | Dimensional US Target Value | ETF-其他 | 2.24% | -0.14% | +0.05% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.21% | +0.19% | +8.64% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.16% | -0.05% | +29.32% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.02% | -0.01% | +10.85% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.87% | — | -1.50% | |
| 17 | C | Citigroup INC | 股票-金融 | 1.72% | +0.11% | +1.62% | |
| 18 | CGCB | Cap Group Core Bond | ETF-其他 | 1.66% | — | +34.54% | |
| 19 | MCK | Mckesson CORP | 股票-医疗保健 | 1.63% | -0.38% | +0.17% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.61% | -0.05% | +4.04% | |
| 21 | CB | Chubb Limited | 股票-金融 | 1.60% | — | +2.09% | |
| 22 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-其他 | 1.32% | -0.57% | -3.16% | |
| 23 | APO | Apollo Global Management INC | 股票-金融 | 1.30% | -0.41% | +0.41% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.27% | -0.58% | -0.32% | |
| 25 | EQIX | Equinix INC | 股票-房地产 | 1.23% | -0.52% | -2.11% | |
| 26 | DHR | Danaher CORP | 股票-医疗保健 | 1.23% | -0.30% | +4.36% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.19% | — | -0.79% | |
| 28 | FHEQ | Fidelity Hedged Equity ETF | ETF-其他 | 1.19% | — | -24.68% | |
| 29 | CAT | Caterpillar INC | 股票-工业 | 1.16% | +0.30% | -19.47% | |
| 30 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.15% | -0.67% | +3.32% | |
| 31 | ETN | Eaton Corporation plc | 股票-工业 | 1.13% | +0.01% | +7.85% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.09% | -0.40% | +9.70% | |
| 33 | WM | Waste Management INC | 股票-工业 | 1.07% | — | +23.09% | |
| 34 | FEMR | Fidelity Enh Emr Mrkt ETF | ETF-其他 | 1.04% | +0.54% | +40.60% | |
| 35 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-其他 | 1.03% | — | -0.50% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事业 | 1.00% | — | +10.61% | |
| 37 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.96% | +0.50% | +18.08% | |
| 38 | SYK | Stryker CORP | 股票-医疗保健 | 0.95% | — | +17.41% | |
| 39 | WMT | Walmart INC | 股票-非周期性消费 | 0.92% | — | +2.25% | |
| 40 | NEE | Nextera Energy INC | 股票-公用事业 | 0.90% | — | +2.41% | |
| 41 | SPG | Simon Property Group INC | 股票-房地产 | 0.90% | +0.04% | +4.73% | |
| 42 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.90% | — | -5.11% | |
| 43 | AMAT | Applied Materials INC | 股票-科技 | 0.89% | +0.71% | -5.22% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | — | +11.85% | |
| 45 | MLM | Martin Marietta Materials | 股票-原材料 | 0.83% | — | +12.95% | |
| 46 | FTNT | Fortinet INC | 股票-科技 | 0.80% | +0.50% | -2.32% | |
| 47 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 0.80% | +0.19% | +22.51% | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.75% | -0.62% | EXIT | |
| 49 | PHYL | Pgim Active High Yield Bond | ETF-非投资级债 | 0.74% | — | +29.12% | |
| 50 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.71% | — | +3.31% |