CIK: 0001774087
申报总市值
US$1.9亿
| # | 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 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 16.44% | -0.01% | +5.52% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 16.27% | -0.60% | +4.97% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 15.44% | +0.04% | +37.77% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 8.37% | +0.04% | -27.26% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 7.74% | — | +44.26% | |
| 6 | AAPL | Apple INC | 股票-科技 | 6.11% | -0.12% | -2.19% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 4.48% | -0.68% | -8.03% | |
| 8 | SECT | Main Sector Rotation ETF | ETF-其他 | 3.41% | — | +0.41% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 3.20% | — | — | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.96% | -0.46% | +40.29% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.14% | -0.05% | +16.75% | |
| 12 | BA | Boeing Co/the | 股票-工业 | 1.98% | -0.25% | -15.52% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.74% | -0.12% | +429.99% | |
| 14 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.72% | — | — | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.37% | -0.05% | +61.38% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.25% | +3.12% | +25.82% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | -0.55% | +173.46% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.89% | +0.85% | -79.42% | |
| 19 | ARKW | Ark Next Generation Internet | ETF-其他 | 0.51% | — | -83.65% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.45% | +0.12% | NEW | |
| 21 | TSLA | Tesla INC | 股票-周期性消费 | 0.40% | — | — | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.32% | -2.07% | — | |
| 23 | BX | Blackstone INC | 股票-金融 | 0.28% | — | — | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.25% | — | — | |
| 25 | A | Agilent Technologies INC | 股票-医疗保健 | 0.24% | — | -18.97% | |
| 26 | PM | Philip Morris International | 股票-非周期性消费 | 0.23% | -0.02% | — | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.22% | +0.12% | NEW | |
| 28 | ADP | Automatic Data Processing | 股票-科技 | 0.22% | — | -91.99% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.22% | — | -6.91% | |
| 30 | SOFI | Sofi Technologies INC | 股票-金融 | 0.12% | — | — |