CIK: 0001800535
申报总市值
—
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.58% | — | +3.81% | |
| 2 | MMM | 3m Co | 股票-工业 | 4.60% | — | -0.75% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.23% | — | -2.60% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.03% | — | +8.28% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.31% | — | +0.26% | |
| 6 | CTVA | Corteva INC | 股票-原材料 | 2.29% | — | +16.74% | |
| 7 | SLV | Ishares Silver Trust | ETF-避险与商品 | 2.25% | — | — | |
| 8 | WEBRUSD | Weber INC - Class A | 股票-其他 | 1.94% | — | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.94% | — | +2.59% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.80% | — | +2.46% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.57% | — | -2.59% | |
| 12 | ✓ | 股票-其他 | 1.35% | — | — | ||
| 13 | VZ | Verizon Communications INC | 股票-通信服务 | 1.31% | — | +39.88% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.28% | — | -0.62% | |
| 15 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-其他 | 1.28% | — | +0.06% | |
| 16 | MDT | Medtronic plc | 股票-医疗保健 | 1.19% | — | -2.08% | |
| 17 | XLF | Ss Financial Select Sector | ETF-其他 | 1.17% | — | +12.08% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.09% | — | -1.34% | |
| 19 | CRM | Salesforce INC | 股票-科技 | 1.07% | — | -0.93% | |
| 20 | XEL | Xcel Energy INC | 股票-公用事业 | 1.03% | — | +0.69% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.03% | — | +7.45% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.92% | — | +6.79% | |
| 23 | DCI | Donaldson Co INC | 股票-工业 | 0.89% | — | -0.82% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.86% | — | -2.37% | |
| 25 | MP | Mp Materials CORP | 股票-原材料 | 0.84% | — | +0.75% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.82% | — | -15.36% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.80% | — | +58.50% | |
| 28 | TGT | Target CORP | 股票-周期性消费 | 0.80% | — | +2.29% | |
| 29 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.79% | — | -21.31% | |
| 30 | FTA | First Trust L C Val Alp | ETF-其他 | 0.79% | — | -1.90% | |
| 31 | BUSE | First Busey CORP | 股票-其他 | 0.72% | — | — | |
| 32 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.70% | — | +1.65% | |
| 33 | GIS | General Mills INC | 股票-非周期性消费 | 0.69% | — | +52.59% | |
| 34 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.66% | — | — | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.65% | — | +0.16% | |
| 36 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.65% | — | +5.74% | |
| 37 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.64% | — | -0.56% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.62% | — | +11.18% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.61% | — | +3.34% | |
| 40 | BND | Vanguard Total Bond Market | ETF-其他 | 0.61% | — | -6.52% | |
| 41 | CARR | Carrier Global CORP | 股票-工业 | 0.61% | — | -3.55% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.59% | — | +1.24% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.59% | — | +12.20% | |
| 44 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 0.58% | — | +2.70% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.57% | — | -7.53% | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.57% | — | -8.04% | |
| 47 | VUG | Vanguard Growth ETF | ETF-其他 | 0.57% | — | +21.69% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.56% | — | -2.16% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | — | +11.30% | |
| 50 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.55% | — | -0.37% |