CIK: 0001802994
申报总市值
US$2.4亿
仅显示前 200 大持股（共 321 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 | 15.64% | -0.46% | -7.47% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 15.39% | — | -4.55% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 12.23% | +0.12% | -4.69% | |
| 4 | AAPL | Apple INC | 股票-科技 | 7.54% | -0.18% | -13.26% | |
| 5 | DVY | Ishares Select Dividend ETF | ETF-其他 | 3.49% | +0.24% | +2.04% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.43% | -0.22% | -7.57% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.11% | -0.18% | -12.42% | |
| 8 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.91% | +0.01% | +0.54% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.86% | -0.03% | +0.88% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.84% | +0.35% | +0.73% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.78% | -0.15% | -0.13% | |
| 12 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.73% | +0.10% | +1.66% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.47% | +0.10% | +0.52% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.15% | +0.09% | -2.08% | |
| 15 | WFC | Wells Fargo & Co | 股票-金融 | 1.06% | -0.10% | -1.42% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.95% | +0.07% | -0.75% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | +0.01% | — | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.90% | -0.05% | +0.18% | |
| 19 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.78% | +0.02% | -0.51% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.76% | -0.20% | -0.14% | |
| 21 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.75% | +0.09% | -22.85% | |
| 22 | NOC | Northrop Grumman CORP | 股票-工业 | 0.73% | +0.12% | — | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.69% | — | -19.82% | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 0.69% | -0.03% | +0.11% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 0.64% | — | -28.46% | |
| 26 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.56% | — | -4.20% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | -0.26% | +1.12% | |
| 28 | IYG | Ishares U.s. Financial Servi | ETF-其他 | 0.50% | -0.01% | +0.95% | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.49% | — | +0.11% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.46% | -0.08% | +0.33% | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.46% | — | -1.60% | |
| 32 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.41% | -0.03% | -22.36% | |
| 33 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.39% | — | +0.34% | |
| 34 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.39% | — | -1.66% | |
| 35 | NSC | Norfolk Southern CORP | 股票-工业 | 0.39% | — | +0.42% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.39% | -0.01% | -3.08% | |
| 37 | CAT | Caterpillar INC | 股票-工业 | 0.39% | +0.12% | +0.23% | |
| 38 | CCI | Crown Castle INC | 股票-房地产 | 0.36% | — | — | |
| 39 | CLX | Clorox Company | 股票-非周期性消费 | 0.34% | — | +0.58% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.34% | +0.05% | +0.34% | |
| 41 | PAVE | Global X US Infrastructure | ETF-其他 | 0.34% | +0.04% | — | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.34% | — | +0.39% | |
| 43 | AMT | American Tower CORP | 股票-房地产 | 0.34% | — | +0.37% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.32% | — | -3.81% | |
| 45 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.31% | — | — | |
| 46 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.30% | — | -1.43% | |
| 47 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.29% | +0.06% | +1.28% | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.29% | — | -12.95% | |
| 49 | KEL | Kellanova | 股票-其他 | 0.25% | — | +0.70% | |
| 50 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.23% | — | +0.23% |