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 | 18.89% | -0.46% | +0.11% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 15.14% | — | +0.45% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 11.02% | +0.12% | +0.50% | |
| 4 | AAPL | Apple INC | 股票-科技 | 9.41% | -0.18% | -0.98% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.21% | -0.22% | +0.22% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.75% | -0.18% | -1.81% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.01% | -0.26% | +0.01% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.95% | +0.24% | +1.80% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.86% | -0.03% | +0.72% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.78% | +0.35% | +6.40% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.74% | -0.15% | -0.05% | |
| 12 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 1.49% | +0.01% | +0.53% | |
| 13 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.35% | +0.10% | +0.02% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.19% | +0.10% | -1.14% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.02% | -0.05% | -0.37% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.97% | +0.09% | +1.25% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.89% | -0.20% | +0.05% | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 0.85% | -0.10% | -1.91% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.82% | +0.07% | +0.18% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.78% | +0.01% | — | |
| 21 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.71% | +0.02% | +0.92% | |
| 22 | MA | Mastercard INC - A | 股票-金融 | 0.62% | -0.03% | +0.11% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.61% | — | -0.10% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.59% | +0.09% | -12.91% | |
| 25 | NOC | Northrop Grumman CORP | 股票-工业 | 0.46% | +0.12% | — | |
| 26 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.42% | — | +0.19% | |
| 27 | IYG | Ishares U.s. Financial Servi | ETF-其他 | 0.41% | -0.01% | +0.80% | |
| 28 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.41% | — | -0.38% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.36% | -0.08% | +0.29% | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.35% | — | -0.02% | |
| 31 | CAT | Caterpillar INC | 股票-工业 | 0.35% | +0.12% | +0.23% | |
| 32 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.34% | — | +0.43% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.33% | — | +0.91% | |
| 34 | NFLX | Netflix INC | 股票-通信服务 | 0.33% | +0.07% | — | |
| 35 | PAVE | Global X US Infrastructure | ETF-其他 | 0.33% | +0.04% | — | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.33% | -0.03% | +0.24% | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.29% | -0.03% | -0.84% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.28% | +0.06% | +1.03% | |
| 39 | AMT | American Tower CORP | 股票-房地产 | 0.28% | — | +1.59% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.28% | — | +0.36% | |
| 41 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.28% | — | +0.40% | |
| 42 | CLX | Clorox Company | 股票-非周期性消费 | 0.28% | — | +0.56% | |
| 43 | NSC | Norfolk Southern CORP | 股票-工业 | 0.27% | — | -0.65% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.24% | -0.01% | -15.35% | |
| 45 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.24% | — | — | |
| 46 | CCI | Crown Castle INC | 股票-房地产 | 0.23% | — | -7.34% | |
| 47 | IMGNEUR | Immunogen INC | 股票-其他 | 0.22% | — | — | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.22% | +0.05% | +0.38% | |
| 49 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.22% | — | +0.46% | |
| 50 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.21% | — | — |