CIK: 0001904326
申报总市值
US$1.6亿
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 22.78% | — | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 7.71% | — | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.20% | — | — | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.26% | — | — | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.99% | — | — | |
| 6 | HD | Home Depot INC | 股票-周期性消费 | 2.12% | — | — | |
| 7 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 1.41% | — | — | |
| 8 | ADBE | Adobe INC | 股票-科技 | 1.38% | — | — | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.33% | — | — | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.11% | — | — | |
| 11 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.09% | — | — | |
| 12 | ACN | Accenture plc | 股票-科技 | 1.07% | — | — | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | — | — | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.96% | — | — | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.89% | — | — | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | — | — | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.82% | — | — | |
| 18 | CSCO | Cisco Systems INC | 股票-科技 | 0.74% | — | — | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | — | — | |
| 20 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.70% | — | — | |
| 21 | INTU | Intuit INC | 股票-科技 | 0.67% | — | — | |
| 22 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.64% | — | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | — | — | |
| 24 | UNP | Union Pacific CORP | 股票-工业 | 0.63% | — | — | |
| 25 | ASML | ASML Holding N.V. | 股票-科技 | 0.63% | — | — | |
| 26 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.62% | — | — | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.62% | — | — | |
| 28 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.59% | — | — | |
| 29 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.57% | — | — | |
| 30 | UPS | United Parcel Service-cl B | 股票-工业 | 0.57% | — | — | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.56% | — | — | |
| 32 | PAYX | Paychex INC | 股票-科技 | 0.53% | — | — | |
| 33 | NEE | Nextera Energy INC | 股票-公用事业 | 0.52% | — | — | |
| 34 | BLKCHF | Blackrock INC | 股票-其他 | 0.50% | — | — | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.50% | — | — | |
| 36 | DCOM | Dime Commercial Bancshares I | 股票-其他 | 0.49% | — | — | |
| 37 | FCN | Fti Consulting INC | 股票-工业 | 0.47% | — | — | |
| 38 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.46% | — | — | |
| 39 | TGT | Target CORP | 股票-周期性消费 | 0.45% | — | — | |
| 40 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.44% | — | — | |
| 41 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.44% | — | — | |
| 42 | SSD | Simpson Manufacturing Co INC | 股票-原材料 | 0.44% | — | — | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.43% | — | — | |
| 44 | DFSEUR | Discover Financial Services | 股票-其他 | 0.41% | — | — | |
| 45 | MA | Mastercard INC - A | 股票-金融 | 0.41% | — | — | |
| 46 | EME | Emcor Group INC | 股票-工业 | 0.41% | — | — | |
| 47 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.41% | — | — | |
| 48 | SHOP | Shopify INC - Class A | 股票-科技 | 0.40% | — | — | |
| 49 | PLD | Prologis INC | 股票-房地产 | 0.40% | — | — | |
| 50 | NFLX | Netflix INC | 股票-通信服务 | 0.39% | — | — |