CIK: 0001840085
申报总市值
US$11.7亿
| # | 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 | 7.77% | -0.24% | — | |
| 2 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 5.33% | — | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.12% | -2.60% | — | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.87% | — | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.69% | — | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.61% | -0.80% | — | |
| 7 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.57% | — | — | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.37% | — | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.35% | — | — | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 2.32% | -3.32% | — | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.30% | — | — | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.98% | — | — | |
| 13 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.92% | — | — | |
| 14 | NEE | Nextera Energy INC | 股票-公用事业 | 1.52% | — | — | |
| 15 | SLV | Ishares Silver Trust | ETF-避险与商品 | 1.39% | — | — | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | -0.20% | — | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.35% | — | — | |
| 18 | WMT | Walmart INC | 股票-非周期性消费 | 1.33% | — | — | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.25% | — | — | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.22% | — | — | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.21% | +0.34% | — | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.17% | — | — | |
| 23 | MCHP | Microchip Technology INC | 股票-科技 | 1.14% | — | — | |
| 24 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.11% | — | — | |
| 25 | PEP | Pepsico INC | 股票-非周期性消费 | 1.11% | — | — | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.04% | — | — | |
| 27 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.01% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.98% | — | — | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.97% | -0.29% | — | |
| 30 | HUM | Humana INC | 股票-医疗保健 | 0.94% | — | — | |
| 31 | USB | US Bancorp | 股票-金融 | 0.85% | — | — | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.84% | — | — | |
| 33 | PGX | Invesco Preferred ETF | ETF-其他 | 0.83% | — | — | |
| 34 | CB | Chubb Limited | 股票-金融 | 0.81% | — | — | |
| 35 | DUK | Duke Energy CORP | 股票-公用事业 | 0.79% | — | — | |
| 36 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.78% | — | — | |
| 37 | VZ | Verizon Communications INC | 股票-通信服务 | 0.77% | — | — | |
| 38 | PFE | Pfizer INC | 股票-医疗保健 | 0.75% | — | — | |
| 39 | FDX | Fedex CORP | 股票-工业 | 0.75% | — | — | |
| 40 | CSX | Csx CORP | 股票-工业 | 0.69% | — | — | |
| 41 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.69% | — | — | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.65% | — | — | |
| 43 | CLX | Clorox Company | 股票-非周期性消费 | 0.65% | — | — | |
| 44 | COR1EUR | Coresite Realty CORP | 股票-其他 | 0.62% | — | — | |
| 45 | NOC | Northrop Grumman CORP | 股票-工业 | 0.62% | — | — | |
| 46 | CCI | Crown Castle INC | 股票-房地产 | 0.62% | — | — | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.61% | — | — | |
| 48 | ABBV | Abbvie INC | 股票-医疗保健 | 0.60% | — | — | |
| 49 | MMM | 3m Co | 股票-工业 | 0.58% | — | — | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | — | — |