CIK: 0001840085
申报总市值
US$11.7亿
仅显示前 200 大持股（共 217 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 | 7.18% | -0.24% | +0.78% | |
| 2 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 4.24% | — | +4.05% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.03% | -0.80% | +10.84% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.78% | — | +37.47% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.65% | -2.60% | +34.91% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 3.51% | -3.32% | +49.52% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-其他 | 3.49% | — | +47.16% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.12% | — | +3.54% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.03% | — | -6.07% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.92% | — | -6.34% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.70% | — | +3.48% | |
| 12 | NEE | Nextera Energy INC | 股票-公用事业 | 1.51% | — | +15.99% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.40% | — | +29.20% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.38% | +0.49% | +139.83% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.32% | -0.29% | +11.41% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | -0.20% | +4.51% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.21% | -0.21% | +103.11% | |
| 18 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.13% | — | +8.42% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.05% | — | +7.49% | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 1.05% | — | +11.36% | |
| 21 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.03% | — | -12.57% | |
| 22 | ABBV | Abbvie INC | 股票-医疗保健 | 1.03% | — | +17.85% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | — | -0.02% | |
| 24 | WMT | Walmart INC | 股票-非周期性消费 | 0.96% | — | -3.40% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 0.92% | — | -3.16% | |
| 26 | PFE | Pfizer INC | 股票-医疗保健 | 0.91% | — | +8.39% | |
| 27 | MCHP | Microchip Technology INC | 股票-科技 | 0.89% | — | +0.43% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.89% | +0.34% | +1.89% | |
| 29 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.83% | — | — | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.80% | — | +132.99% | |
| 31 | BLKCHF | Blackrock INC | 股票-其他 | 0.80% | — | +7.86% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.71% | — | +1.81% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | — | +8.04% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.69% | — | +252.36% | |
| 35 | CCI | Crown Castle INC | 股票-房地产 | 0.67% | — | +8.58% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.67% | — | — | |
| 37 | AMT | American Tower CORP | 股票-房地产 | 0.66% | — | +8.05% | |
| 38 | HUM | Humana INC | 股票-医疗保健 | 0.64% | — | -4.15% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.63% | — | +8.00% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.62% | — | -10.99% | |
| 41 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.61% | — | -2.63% | |
| 42 | CB | Chubb Limited | 股票-金融 | 0.60% | — | -4.61% | |
| 43 | ACN | Accenture plc | 股票-科技 | 0.60% | -0.26% | +10.79% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.59% | — | -2.47% | |
| 45 | CSX | Csx CORP | 股票-工业 | 0.58% | — | +0.34% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.58% | — | +15.49% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | — | +6.03% | |
| 48 | PSA | Public Storage | 股票-房地产 | 0.56% | — | — | |
| 49 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.54% | — | +14.46% | |
| 50 | AVGO | Broadcom INC | 股票-科技 | 0.53% | -0.22% | +13.79% |