CIK: 0001802994
申报总市值
US$2.4亿
仅显示前 200 大持股（共 320 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 | 18.70% | -0.46% | +1.58% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 14.46% | — | +2.56% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 10.32% | +0.12% | +2.29% | |
| 4 | AAPL | Apple INC | 股票-科技 | 8.11% | -0.18% | +0.64% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.95% | -0.22% | +3.89% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 3.58% | — | +1.60% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.82% | -0.18% | +2.19% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.36% | +0.24% | +2.31% | |
| 9 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.74% | +0.10% | +3.18% | |
| 10 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.45% | +0.01% | +4.68% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.39% | -0.15% | +7.26% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.27% | +0.10% | +7.97% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.17% | -0.05% | +3.84% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.14% | +0.35% | +2.79% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.06% | +0.09% | +6.69% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | -0.03% | +4.26% | |
| 17 | WFC | Wells Fargo & Co | 股票-金融 | 0.98% | -0.10% | +2.83% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.81% | +0.07% | +0.41% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.79% | -0.20% | -0.49% | |
| 20 | PFE | Pfizer INC | 股票-医疗保健 | 0.76% | — | +0.04% | |
| 21 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.73% | +0.02% | +4.97% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.69% | — | +10.44% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | +0.01% | -0.25% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.53% | +0.09% | +2.66% | |
| 25 | MA | Mastercard INC - A | 股票-金融 | 0.53% | -0.03% | +0.11% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.50% | — | +0.93% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.47% | -0.03% | -0.39% | |
| 28 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.46% | — | +4.46% | |
| 29 | IYG | Ishares U.s. Financial Servi | ETF-其他 | 0.44% | -0.01% | +3.16% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.42% | -0.26% | +2.24% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.40% | -0.01% | -0.90% | |
| 32 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.40% | — | — | |
| 33 | CCI | Crown Castle INC | 股票-房地产 | 0.39% | — | +6.68% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.38% | -0.08% | +0.01% | |
| 35 | NOC | Northrop Grumman CORP | 股票-工业 | 0.38% | +0.12% | — | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.38% | — | +4.81% | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.36% | -0.03% | +5.43% | |
| 38 | VZ | Verizon Communications INC | 股票-通信服务 | 0.36% | +0.05% | -41.28% | |
| 39 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.33% | — | +2.23% | |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.31% | — | +1.67% | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.31% | — | +6.37% | |
| 42 | CLX | Clorox Company | 股票-非周期性消费 | 0.30% | — | +20.50% | |
| 43 | NSC | Norfolk Southern CORP | 股票-工业 | 0.29% | — | +0.17% | |
| 44 | PAVE | Global X US Infrastructure | ETF-其他 | 0.28% | +0.04% | +9.39% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.28% | — | +9.93% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.27% | — | +0.89% | |
| 47 | CAT | Caterpillar INC | 股票-工业 | 0.25% | +0.12% | +19.50% | |
| 48 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.24% | — | +3.27% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.24% | +0.05% | +17.95% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.24% | — | — |