CIK: 0001802994
申报总市值
US$2.4亿
仅显示前 200 大持股（共 231 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 19.26% | -0.46% | -0.94% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 15.53% | — | -4.02% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 12.64% | +0.12% | -9.09% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.36% | -0.22% | +3.81% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.88% | -0.18% | +1.13% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.60% | +0.24% | +7.46% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.21% | -0.18% | +3.80% | |
| 8 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 2.10% | +0.10% | +3.04% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.86% | -0.15% | +7.94% | |
| 10 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.62% | +0.01% | +2.06% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.29% | +0.09% | -0.71% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.15% | +0.07% | -0.77% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.11% | +0.10% | +3.48% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.98% | -0.05% | -1.36% | |
| 15 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.94% | — | -0.52% | |
| 16 | WFC | Wells Fargo & Co | 股票-金融 | 0.92% | -0.10% | +16.73% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | -0.03% | +7.14% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | +0.01% | +1.26% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.83% | — | +0.25% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.79% | — | -1.53% | |
| 21 | VZ | Verizon Communications INC | 股票-通信服务 | 0.77% | +0.05% | -3.49% | |
| 22 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.76% | +0.02% | — | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 0.75% | -0.03% | -1.73% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | -0.20% | +10.28% | |
| 25 | NOC | Northrop Grumman CORP | 股票-工业 | 0.63% | +0.12% | -5.26% | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.59% | +0.35% | -0.41% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.59% | -0.08% | -6.46% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.57% | +0.09% | -9.91% | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.55% | — | +0.13% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.53% | -0.03% | +20.57% | |
| 31 | CLX | Clorox Company | 股票-非周期性消费 | 0.51% | — | -1.54% | |
| 32 | IYG | Ishares U.s. Financial Servi | ETF-其他 | 0.49% | -0.01% | +1.87% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.47% | — | +19.32% | |
| 34 | PFE | Pfizer INC | 股票-医疗保健 | 0.47% | — | -8.03% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.46% | -0.03% | +71.79% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.44% | — | +62.12% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | -0.01% | +7.08% | |
| 38 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.40% | — | +0.03% | |
| 39 | T | At&t INC | 股票-通信服务 | 0.39% | — | -3.39% | |
| 40 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.39% | — | +25.88% | |
| 41 | BND | Vanguard Total Bond Market | ETF-其他 | 0.38% | — | — | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.36% | — | +3.55% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.35% | -0.26% | -6.12% | |
| 44 | KEL | Kellanova | 股票-其他 | 0.30% | — | -1.65% | |
| 45 | NSC | Norfolk Southern CORP | 股票-工业 | 0.28% | — | +0.18% | |
| 46 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.27% | — | +0.87% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.25% | +0.05% | +2.39% | |
| 48 | CAT | Caterpillar INC | 股票-工业 | 0.24% | +0.12% | -0.82% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.23% | — | -15.92% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.23% | — | -16.47% |