CIK: 0001791965
申报总市值
US$73.3亿
仅显示前 200 大持股（共 860 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 | 3.92% | — | +8.00% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.34% | +7.04% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.65% | +0.41% | +141.71% | |
| 4 | MPRO | Monarch Procap Index ETF | ETF-大型股与成长 | 2.65% | -0.02% | +9.94% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.17% | — | -10.87% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.68% | — | -17.48% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.30% | -0.02% | +17.49% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | — | +9.61% | |
| 9 | MAMB | Monarch Ambass INC Indx ETF | ETF-其他 | 1.23% | +0.16% | +44.02% | |
| 10 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 1.17% | — | +52.87% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.14% | — | +42.91% | |
| 12 | MBCE | Monarch Blue Chips Elite Ind | ETF-其他 | 1.07% | +0.02% | +31.14% | |
| 13 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.94% | — | +92.68% | |
| 14 | HD | Home Depot INC | 股票-周期性消费 | 0.94% | — | +4.14% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.91% | — | +10.68% | |
| 16 | PYPL | Paypal Holdings INC | 股票-金融 | 0.90% | — | +7.66% | |
| 17 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.87% | +0.08% | -53.70% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.84% | +0.19% | +15.89% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.82% | — | +8.24% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | — | +24.15% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.79% | — | +3.82% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.78% | — | +78.97% | |
| 23 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.76% | — | +9.56% | |
| 24 | DHR | Danaher CORP | 股票-医疗保健 | 0.76% | — | +22.73% | |
| 25 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.69% | — | -8.65% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.66% | — | +5.76% | |
| 27 | ADBE | Adobe INC | 股票-科技 | 0.64% | — | +15.38% | |
| 28 | DGLUSD | Invesco Db Gold Fund | ETF-避险与商品 | 0.58% | — | +73.38% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | — | +30.18% | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.54% | — | +14.53% | |
| 31 | NEE | Nextera Energy INC | 股票-公用事业 | 0.54% | — | +1.23% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.52% | — | +15.23% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.52% | — | +4.24% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.51% | — | +31.25% | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.49% | — | +53.12% | |
| 36 | AMGN | Amgen INC | 股票-医疗保健 | 0.47% | — | -12.30% | |
| 37 | XLE | Ss Energy Select Sector | ETF-其他 | 0.47% | — | -44.35% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.47% | -0.14% | +5.54% | |
| 39 | SPGI | S&p Global INC | 股票-金融 | 0.46% | — | +2.21% | |
| 40 | TXN | Texas Instruments INC | 股票-科技 | 0.44% | -0.57% | +7.39% | |
| 41 | BLKCHF | Blackrock INC | 股票-其他 | 0.43% | — | +1.68% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.43% | +0.10% | +11.80% | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.42% | — | +6.05% | |
| 44 | ADI | Analog Devices INC | 股票-科技 | 0.42% | — | +3.14% | |
| 45 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.40% | — | +23.40% | |
| 46 | MDT | Medtronic plc | 股票-医疗保健 | 0.40% | — | +7.51% | |
| 47 | XLB | Ss Materials Select Sector | ETF-其他 | 0.38% | -0.44% | -45.00% | |
| 48 | HON | Honeywell International INC | 股票-工业 | 0.38% | — | +17.58% | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.38% | -0.23% | -46.62% | |
| 50 | ABBV | Abbvie INC | 股票-医疗保健 | 0.38% | — | +35.38% |