CIK: 0001831263
申报总市值
US$3.2亿
仅显示前 200 大持股（共 511 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 | 9.54% | -0.65% | — | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-其他 | 7.84% | — | — | |
| 3 | LMT | Lockheed Martin CORP | 股票-工业 | 4.04% | +0.53% | — | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.47% | -0.24% | — | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.19% | -0.46% | — | |
| 6 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.92% | -0.28% | — | |
| 7 | T | At&t INC | 股票-通信服务 | 1.62% | +0.22% | — | |
| 8 | CSCO | Cisco Systems INC | 股票-科技 | 1.61% | — | — | |
| 9 | INTC | Intel CORP | 股票-科技 | 1.56% | — | — | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.43% | -0.20% | — | |
| 11 | VZ | Verizon Communications INC | 股票-通信服务 | 1.43% | +0.22% | — | |
| 12 | PFE | Pfizer INC | 股票-医疗保健 | 1.43% | — | — | |
| 13 | AEP | American Electric Power | 股票-公用事业 | 1.30% | +0.12% | — | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.15% | -0.23% | — | |
| 15 | WMT | Walmart INC | 股票-非周期性消费 | 1.11% | +0.10% | — | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.11% | -0.14% | — | |
| 17 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.09% | — | — | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.09% | — | — | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.09% | -0.45% | — | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | -0.12% | — | |
| 21 | GIS | General Mills INC | 股票-非周期性消费 | 0.98% | — | — | |
| 22 | ANAT1USD | American National Group INC | 股票-其他 | 0.89% | — | — | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.87% | — | — | |
| 24 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 0.84% | +0.08% | — | |
| 25 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.82% | +0.09% | — | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.81% | +0.13% | — | |
| 27 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.81% | — | — | |
| 28 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.81% | — | — | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.80% | — | — | |
| 30 | BYND | Beyond Meat INC | 股票-非周期性消费 | 0.79% | — | — | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.78% | -0.38% | — | |
| 32 | DOW | Dow INC | 股票-原材料 | 0.76% | +0.11% | — | |
| 33 | VUG | Vanguard Growth ETF | ETF-其他 | 0.74% | — | — | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.73% | — | — | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.70% | +0.23% | — | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.70% | -0.19% | — | |
| 37 | BA | Boeing Co/the | 股票-工业 | 0.67% | — | — | |
| 38 | DUK | Duke Energy CORP | 股票-公用事业 | 0.65% | — | — | |
| 39 | UBER | Uber Technologies INC | 股票-工业 | 0.65% | — | — | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | +0.62% | — | |
| 41 | GEO | Geo Group Inc/the | 股票-其他 | 0.64% | — | — | |
| 42 | SRE | Sempra | 股票-公用事业 | 0.59% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.58% | -0.17% | — | |
| 44 | PEP | Pepsico INC | 股票-非周期性消费 | 0.57% | — | — | |
| 45 | QCOM | Qualcomm INC | 股票-科技 | 0.57% | -0.17% | — | |
| 46 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 0.56% | +0.10% | — | |
| 47 | CG | Carlyle Group Inc/the | 股票-金融 | 0.56% | — | — | |
| 48 | PSX | Phillips 66 | 股票-能源 | 0.55% | +0.16% | — | |
| 49 | SHOP | Shopify INC - Class A | 股票-科技 | 0.55% | -0.32% | — | |
| 50 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.55% | — | — |