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 | 19.68% | — | +2.67% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.70% | — | +4.58% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.57% | — | +7.51% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.10% | — | -2.67% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.92% | — | +2.56% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.81% | — | +2.59% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.62% | — | +2.71% | |
| 8 | IHDG | Wisdomtree International Hed | ETF-其他 | 2.37% | — | +13.47% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.52% | — | +7.24% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.38% | — | +7.11% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.36% | — | -12.55% | |
| 12 | HD | Home Depot INC | 股票-周期性消费 | 1.15% | — | -0.30% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.13% | — | -0.04% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.09% | — | +0.38% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.09% | — | +15.70% | |
| 16 | ABBV | Abbvie INC | 股票-医疗保健 | 0.82% | — | -1.23% | |
| 17 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.80% | — | -3.51% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.79% | — | -1.08% | |
| 19 | EME | Emcor Group INC | 股票-工业 | 0.79% | — | +0.11% | |
| 20 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.67% | — | +2.44% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | — | -5.92% | |
| 22 | ADBE | Adobe INC | 股票-科技 | 0.64% | — | -4.55% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | — | -0.16% | |
| 24 | ACN | Accenture plc | 股票-科技 | 0.63% | — | +2.19% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | — | -1.61% | |
| 26 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.60% | — | +0.94% | |
| 27 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.60% | — | +4.98% | |
| 28 | NOW | Servicenow INC | 股票-科技 | 0.59% | — | +2.01% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.59% | — | +8.07% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.58% | — | +945.84% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.57% | — | +4.09% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | +7.35% | |
| 33 | PM | Philip Morris International | 股票-非周期性消费 | 0.55% | — | -5.73% | |
| 34 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.54% | — | -0.56% | |
| 35 | SSD | Simpson Manufacturing Co INC | 股票-原材料 | 0.50% | — | +0.22% | |
| 36 | INTU | Intuit INC | 股票-科技 | 0.47% | — | -1.84% | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.47% | — | +0.25% | |
| 38 | AMGN | Amgen INC | 股票-医疗保健 | 0.47% | — | +4.43% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.46% | — | -0.19% | |
| 40 | UNP | Union Pacific CORP | 股票-工业 | 0.46% | — | +2.91% | |
| 41 | BLKCHF | Blackrock INC | 股票-其他 | 0.46% | — | +1.23% | |
| 42 | AMP | Ameriprise Financial INC | 股票-金融 | 0.46% | — | -2.93% | |
| 43 | FCN | Fti Consulting INC | 股票-工业 | 0.46% | — | +0.20% | |
| 44 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.45% | — | +0.16% | |
| 45 | PAYX | Paychex INC | 股票-科技 | 0.44% | — | +2.03% | |
| 46 | PRI | Primerica INC | 股票-金融 | 0.42% | — | +0.24% | |
| 47 | NEE | Nextera Energy INC | 股票-公用事业 | 0.42% | — | -0.21% | |
| 48 | DFSEUR | Discover Financial Services | 股票-其他 | 0.42% | — | +14.36% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工业 | 0.42% | — | -1.17% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.42% | — | -2.44% |