CIK: 0001840085
申报总市值
US$11.7亿
仅显示前 200 大持股（共 235 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 | 6.18% | -0.24% | -2.04% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.23% | -0.80% | +10.63% | |
| 3 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.95% | — | +1.59% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.93% | — | -2.61% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.65% | -2.60% | +3.54% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-其他 | 3.52% | — | -3.14% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 3.26% | -3.32% | -4.71% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.14% | — | +5.81% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.06% | -0.29% | +9.91% | |
| 10 | NEE | Nextera Energy INC | 股票-公用事业 | 1.70% | — | +8.06% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.63% | — | -1.41% | |
| 12 | ABBV | Abbvie INC | 股票-医疗保健 | 1.61% | — | +5.71% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.48% | -0.21% | +8.76% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.45% | — | -1.94% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.42% | — | -3.90% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.35% | +0.49% | -0.07% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.33% | -0.20% | +8.21% | |
| 18 | PEP | Pepsico INC | 股票-非周期性消费 | 1.21% | — | +2.40% | |
| 19 | PFE | Pfizer INC | 股票-医疗保健 | 1.10% | — | +7.59% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.10% | — | -6.76% | |
| 21 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.97% | — | +17.24% | |
| 22 | WMT | Walmart INC | 股票-非周期性消费 | 0.96% | — | -3.76% | |
| 23 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.86% | — | -11.10% | |
| 24 | WM | Waste Management INC | 股票-工业 | 0.85% | — | +8.02% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 0.85% | — | +2.26% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | — | +8.30% | |
| 27 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.83% | — | -0.70% | |
| 28 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.81% | — | +22.22% | |
| 29 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.79% | — | +2.41% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.78% | — | -3.54% | |
| 31 | MCHP | Microchip Technology INC | 股票-科技 | 0.76% | — | -5.12% | |
| 32 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.75% | — | -2.70% | |
| 33 | CCI | Crown Castle INC | 股票-房地产 | 0.73% | — | +12.36% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | — | +8.43% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.71% | — | -6.41% | |
| 36 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.70% | +0.34% | +3.01% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.70% | — | +0.06% | |
| 38 | AMT | American Tower CORP | 股票-房地产 | 0.68% | — | +2.35% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.68% | -0.26% | +12.61% | |
| 40 | AMGN | Amgen INC | 股票-医疗保健 | 0.67% | — | +16.77% | |
| 41 | HUM | Humana INC | 股票-医疗保健 | 0.63% | — | -5.28% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | — | +17.60% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.63% | — | -0.10% | |
| 44 | BLKCHF | Blackrock INC | 股票-其他 | 0.62% | — | +2.13% | |
| 45 | TXN | Texas Instruments INC | 股票-科技 | 0.59% | — | +17.88% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | — | +10.23% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.56% | — | -1.87% | |
| 48 | AVGO | Broadcom INC | 股票-科技 | 0.56% | -0.22% | +10.56% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.55% | — | +14.54% | |
| 50 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.55% | — | +1.17% |