CIK: 0002078696
申报总市值
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| # | 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 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 7.84% | -7.84% | EXIT | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.85% | -6.85% | EXIT | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 6.63% | -6.63% | EXIT | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.54% | -5.54% | EXIT | |
| 5 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公债 | 4.33% | -4.33% | EXIT | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.73% | -3.73% | EXIT | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 3.22% | -3.22% | EXIT | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.91% | -2.91% | EXIT | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.66% | -2.66% | EXIT | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.37% | -2.37% | EXIT | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.10% | -2.10% | EXIT | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.09% | -2.09% | EXIT | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.94% | -1.94% | EXIT | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.87% | -1.87% | EXIT | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.69% | -1.69% | EXIT | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 1.60% | -1.60% | EXIT | |
| 17 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.59% | -1.59% | EXIT | |
| 18 | ABBV | Abbvie INC | 股票-医疗保健 | 1.59% | -1.59% | EXIT | |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.42% | -1.42% | EXIT | |
| 20 | WMT | Walmart INC | 股票-非周期性消费 | 1.40% | -1.40% | EXIT | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | -1.37% | EXIT | |
| 22 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.34% | -1.34% | EXIT | |
| 23 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 1.26% | -1.26% | EXIT | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.25% | -1.25% | EXIT | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.14% | -1.14% | EXIT | |
| 26 | SHEL | Shell Plc-adr | 股票-能源 | 1.02% | -1.02% | EXIT | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.02% | -1.02% | EXIT | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.97% | -0.97% | EXIT | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.92% | -0.92% | EXIT | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.86% | -0.86% | EXIT | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.85% | -0.85% | EXIT | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.84% | -0.84% | EXIT | |
| 33 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.81% | -0.81% | EXIT | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.80% | -0.80% | EXIT | |
| 35 | NRG | Nrg Energy INC | 股票-公用事业 | 0.79% | -0.79% | EXIT | |
| 36 | LMT | Lockheed Martin CORP | 股票-工业 | 0.78% | -0.78% | EXIT | |
| 37 | AMGN | Amgen INC | 股票-医疗保健 | 0.77% | -0.77% | EXIT | |
| 38 | MRVL | Marvell Technology INC | 股票-科技 | 0.76% | -0.76% | EXIT | |
| 39 | VZ | Verizon Communications INC | 股票-通信服务 | 0.73% | -0.73% | EXIT | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | -0.69% | EXIT | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.63% | -0.63% | EXIT | |
| 42 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.61% | -0.61% | EXIT | |
| 43 | XYLD | Global X S&p 500 Cove Call E | ETF-大型股与成长 | 0.60% | -0.60% | EXIT | |
| 44 | AVGO | Broadcom INC | 股票-科技 | 0.57% | -0.57% | EXIT | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.56% | -0.56% | EXIT | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.56% | -0.56% | EXIT | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.54% | -0.54% | EXIT | |
| 48 | TROW | T Rowe Price Group INC | 股票-金融 | 0.52% | -0.52% | EXIT | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.52% | -0.52% | EXIT | |
| 50 | AB | Alliancebernstein Holding LP | 股票-其他 | 0.51% | -0.51% | EXIT |