CIK: 0001802994
申报总市值
US$2.4亿
仅显示前 200 大持股（共 339 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 | 16.87% | -0.46% | +0.26% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 14.98% | — | +1.46% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 11.07% | +0.12% | +0.41% | |
| 4 | AAPL | Apple INC | 股票-科技 | 9.20% | -0.18% | +1.38% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.96% | -0.22% | +2.04% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-其他 | 3.02% | +0.24% | +9.28% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.59% | -0.18% | +1939.59% | |
| 8 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.68% | +0.01% | +2.29% | |
| 9 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.66% | +0.10% | +1.40% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.62% | +0.35% | +2.16% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.51% | -0.15% | -0.50% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.43% | -0.03% | +22.42% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.34% | +0.10% | -0.48% | |
| 14 | WFC | Wells Fargo & Co | 股票-金融 | 1.04% | -0.10% | +0.96% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.03% | +0.09% | -2.58% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.97% | -0.05% | +1815.28% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.87% | +0.07% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | +0.01% | -1.20% | |
| 19 | PFE | Pfizer INC | 股票-医疗保健 | 0.76% | — | +0.30% | |
| 20 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.75% | +0.09% | +0.47% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.74% | -0.20% | +2.85% | |
| 22 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.73% | +0.02% | +0.31% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.72% | — | +1.10% | |
| 24 | NOC | Northrop Grumman CORP | 股票-工业 | 0.63% | +0.12% | +0.33% | |
| 25 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.57% | — | +1.99% | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.57% | -0.03% | +42.77% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.56% | -0.03% | +0.15% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.48% | — | -12.93% | |
| 29 | IYG | Ishares U.s. Financial Servi | ETF-其他 | 0.44% | -0.01% | — | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.41% | -0.26% | +14.30% | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.41% | — | +0.27% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.37% | -0.01% | +0.02% | |
| 33 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.35% | — | +0.33% | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.35% | — | +0.31% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.34% | -0.08% | -5.85% | |
| 36 | AMT | American Tower CORP | 股票-房地产 | 0.34% | — | +1.66% | |
| 37 | NSC | Norfolk Southern CORP | 股票-工业 | 0.33% | — | +0.38% | |
| 38 | VZ | Verizon Communications INC | 股票-通信服务 | 0.33% | +0.05% | -13.26% | |
| 39 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.32% | — | +1.83% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.31% | +0.05% | +3.77% | |
| 41 | CLX | Clorox Company | 股票-非周期性消费 | 0.31% | — | +3.64% | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.31% | — | — | |
| 43 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.30% | — | +4.17% | |
| 44 | PAVE | Global X US Infrastructure | ETF-其他 | 0.29% | +0.04% | +0.16% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.28% | — | — | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.28% | -0.03% | -7.56% | |
| 47 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.27% | — | — | |
| 48 | CAT | Caterpillar INC | 股票-工业 | 0.26% | +0.12% | +0.28% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.25% | +0.06% | +15.58% | |
| 50 | KEL | Kellanova | 股票-其他 | 0.24% | — | +0.71% |