CIK: 0001801720
申报总市值
US$5.6亿
仅显示前 200 大持股（共 1183 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 | 6.62% | — | +1.92% | |
| 2 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-其他 | 4.29% | +0.04% | +29.30% | |
| 3 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-其他 | 4.10% | — | +51.15% | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 3.62% | +0.12% | +240.61% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 2.98% | +0.06% | -4.65% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.89% | -0.56% | +0.38% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.22% | +0.38% | +37.41% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.11% | +0.23% | +36.94% | |
| 9 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.10% | — | +0.39% | |
| 10 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.90% | — | +7.84% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.70% | — | +2.09% | |
| 12 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 1.65% | +0.03% | +1.93% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.62% | — | +0.73% | |
| 14 | PFE | Pfizer INC | 股票-医疗保健 | 1.57% | — | +84.02% | |
| 15 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.36% | — | +55.38% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.27% | — | +49.32% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.07% | — | +19.09% | |
| 18 | ADP | Automatic Data Processing | 股票-科技 | 1.03% | -0.10% | +1035.99% | |
| 19 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.02% | +0.06% | +12.09% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.97% | +0.18% | +789.55% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | -0.11% | +8.92% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.94% | — | +85.05% | |
| 23 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.90% | — | +37.16% | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.88% | — | +134.11% | |
| 25 | STBA | S & T Bancorp INC | 股票-其他 | 0.87% | — | — | |
| 26 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.78% | — | — | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.76% | -0.11% | +0.55% | |
| 28 | ABBV | Abbvie INC | 股票-医疗保健 | 0.75% | — | +84.01% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.75% | — | +85.30% | |
| 30 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.70% | — | +0.22% | |
| 31 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.68% | — | -10.58% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.67% | — | +1.99% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.64% | — | +175.00% | |
| 34 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.63% | -0.08% | +60.44% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.63% | — | +3.30% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.62% | — | -1.03% | |
| 37 | DWM | Wisdomtree International Equ | ETF-其他 | 0.58% | +0.03% | -1.46% | |
| 38 | JIG | Jpmorgan International Growt | ETF-其他 | 0.54% | — | — | |
| 39 | AVGO | Broadcom INC | 股票-科技 | 0.51% | -0.15% | +24.78% | |
| 40 | VZ | Verizon Communications INC | 股票-通信服务 | 0.50% | +0.05% | +185.03% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.10% | +256.38% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | +27.16% | |
| 43 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.45% | — | +616.78% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.45% | -0.06% | — | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.45% | -0.08% | +1936.89% | |
| 46 | WTRG | Essential Utilities INC | 股票-公用事业 | 0.45% | — | +0.45% | |
| 47 | INCY | Incyte CORP | 股票-医疗保健 | 0.41% | — | +0.38% | |
| 48 | GIS | General Mills INC | 股票-非周期性消费 | 0.39% | — | — | |
| 49 | FISV | Fiserv INC | 股票-其他 | 0.39% | — | — | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.38% | — | — |