CIK: 0001990190
申报总市值
US$4.0亿
仅显示前 200 大持股（共 215 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 6.58% | -0.29% | +0.53% | |
| 2 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 4.41% | -0.16% | +1.97% | |
| 3 | HD | Home Depot INC | 股票-周期性消费 | 3.79% | -0.38% | -13.35% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.59% | -0.26% | -8.54% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.20% | — | +3.23% | |
| 6 | GPC | Genuine Parts Co | 股票-周期性消费 | 3.08% | -0.35% | -0.70% | |
| 7 | CGGR | Cap Group Growth Equity | ETF-其他 | 2.66% | — | -30.93% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-其他 | 2.53% | +0.66% | +11.05% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 2.22% | -0.02% | -24.45% | |
| 10 | IQLT | Ishares Msci International Q | ETF-其他 | 2.15% | -0.43% | +1.96% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.88% | — | +4.10% | |
| 12 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 1.83% | -0.53% | +0.31% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.68% | -0.52% | +23.37% | |
| 14 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.65% | +0.38% | -4.43% | |
| 15 | CGBL | Cap Group Core Balanced | ETF-其他 | 1.61% | +0.27% | +18.21% | |
| 16 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-其他 | 1.44% | -0.26% | -4.06% | |
| 17 | SCHY | Schwab International Dvd ETF | ETF-其他 | 1.38% | +0.33% | +6.27% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.38% | -0.18% | -7.78% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.31% | +0.53% | +6.99% | |
| 20 | EIPI | Ft Energy Income ETF | ETF-其他 | 1.29% | -0.44% | +0.16% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.22% | — | -0.56% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 1.07% | — | -52.49% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.05% | -0.09% | -32.58% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.05% | — | -0.40% | |
| 25 | SO | Southern Co/the | 股票-公用事业 | 1.02% | — | -5.50% | |
| 26 | AFL | Aflac INC | 股票-金融 | 1.02% | — | +20.81% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | — | -4.03% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | -0.23% | -8.53% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.87% | — | +7.18% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.85% | — | +35.25% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.82% | — | +26.35% | |
| 32 | UPS | United Parcel Service-cl B | 股票-工业 | 0.81% | — | -0.99% | |
| 33 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 0.76% | -0.31% | +30.65% | |
| 34 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.76% | — | +0.10% | |
| 35 | CGDG | Cap Group Dividend Growers | ETF-其他 | 0.72% | — | +32.94% | |
| 36 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 0.71% | — | +26.45% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.70% | — | -63.31% | |
| 38 | CGGO | Cap Group Global Growth | ETF-其他 | 0.69% | — | +6.76% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.69% | — | -9.49% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.68% | — | -0.40% | |
| 41 | O | Realty Income CORP | 股票-房地产 | 0.66% | -0.37% | +3.48% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | — | -3.18% | |
| 43 | CGCP | Cap Group Core Plus Income | ETF-其他 | 0.63% | — | +6.76% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | — | -2.90% | |
| 45 | CGUS | Cap Group Core Equity | ETF-其他 | 0.60% | — | +12.99% | |
| 46 | WMT | Walmart INC | 股票-非周期性消费 | 0.60% | -0.08% | -5.55% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.54% | — | -76.67% | |
| 48 | CGGE | Cap Group Global Eq | ETF-其他 | 0.50% | — | +165.08% | |
| 49 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.48% | — | +2.62% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.47% | — | +22.07% |