CIK: 0001910383
申报总市值
US$4.0亿
| # | 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 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 13.78% | -0.16% | +1.74% | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 9.45% | -0.03% | +1.69% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 7.13% | -0.33% | +1.35% | |
| 4 | DEW | Wisdomtree Global High Divid | ETF-其他 | 4.65% | — | +0.73% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 4.22% | -0.34% | — | |
| 6 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 3.48% | -2.61% | -9.34% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.45% | -0.05% | +3.36% | |
| 8 | RSPF | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.84% | -0.25% | -0.16% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.00% | -0.04% | +6.74% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.96% | -0.23% | -7.43% | |
| 11 | T | At&t INC | 股票-通信服务 | 1.96% | +0.15% | -12.30% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.91% | +0.06% | +10.01% | |
| 13 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.90% | — | +27.93% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.90% | +0.05% | +11.47% | |
| 15 | PH | Parker Hannifin CORP | 股票-工业 | 1.88% | -0.31% | +25.80% | |
| 16 | HD | Home Depot INC | 股票-周期性消费 | 1.86% | -0.02% | +10.44% | |
| 17 | ETN | Eaton Corporation plc | 股票-工业 | 1.85% | +0.21% | +27.47% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.80% | +0.01% | +18.91% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.76% | -0.20% | +10.12% | |
| 20 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 1.74% | -0.03% | -17.27% | |
| 21 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.60% | -0.88% | +13.81% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.40% | +0.23% | +16.99% | |
| 23 | PGR | Progressive CORP | 股票-金融 | 1.39% | -0.16% | +10.38% | |
| 24 | KR | Kroger Co | 股票-非周期性消费 | 1.35% | +0.12% | — | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.34% | -0.12% | -11.58% | |
| 26 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 1.32% | — | +10.96% | |
| 27 | AMGN | Amgen INC | 股票-医疗保健 | 1.32% | +0.07% | +11.19% | |
| 28 | AEP | American Electric Power | 股票-公用事业 | 1.29% | +0.13% | -4.25% | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 1.22% | -0.49% | +7.00% | |
| 30 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.22% | +0.25% | +11.54% | |
| 31 | RPM | Rpm International INC | 股票-原材料 | 1.19% | +0.16% | +12.01% | |
| 32 | IBP | Installed Building Products | 股票-周期性消费 | 1.17% | — | +28.76% | |
| 33 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.16% | +0.07% | — | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.13% | +0.09% | +20.83% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.11% | -0.14% | +5.05% | |
| 36 | FITB | Fifth Third Bancorp | 股票-金融 | 1.11% | +0.01% | +13.61% | |
| 37 | CRM | Salesforce INC | 股票-科技 | 1.03% | -1.13% | +14.40% | |
| 38 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.91% | +0.03% | -1.87% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.75% | +0.03% | -5.81% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.71% | — | -9.29% | |
| 41 | PJP | Invesco Pharmaceuticals ETF | ETF-其他 | 0.64% | — | +11.14% | |
| 42 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.59% | +0.02% | -8.73% | |
| 43 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-其他 | 0.54% | — | -0.11% | |
| 44 | MEDP | Medpace Holdings INC | 股票-医疗保健 | 0.49% | -0.07% | +15.28% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.41% | — | -5.62% | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.20% | — | -9.30% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.19% | +0.11% | -9.22% | |
| 48 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股与成长 | 0.16% | -0.03% | -0.06% | |
| 49 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.16% | — | -2.37% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.15% | — | -0.16% |