CIK: 0001801583
申报总市值
US$5.0亿
仅显示前 200 大持股（共 226 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 | AAPL | Apple INC | 股票-科技 | 4.87% | -0.43% | -3.25% | |
| 2 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.71% | — | +4.09% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.63% | — | -1.05% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.58% | — | -2.11% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.38% | -0.49% | -3.27% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.91% | — | +11.87% | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.55% | — | -14.89% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.52% | — | +2.32% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.48% | — | +0.10% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.48% | — | -1.91% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.44% | — | +9.21% | |
| 12 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.39% | -0.57% | +1.05% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.33% | — | +21.10% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.29% | — | -0.23% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.28% | — | -1.26% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.22% | +0.35% | +3.96% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.20% | — | +7.77% | |
| 18 | HD | Home Depot INC | 股票-周期性消费 | 1.04% | -0.59% | +5.33% | |
| 19 | SLB | Slb LTD | 股票-能源 | 1.04% | -0.41% | +1.95% | |
| 20 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.00% | -0.35% | +3.03% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.96% | — | +0.67% | |
| 22 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 0.91% | — | +42.88% | |
| 23 | WM | Waste Management INC | 股票-工业 | 0.89% | — | +3.50% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.88% | — | +37.22% | |
| 25 | CAT | Caterpillar INC | 股票-工业 | 0.86% | — | -7.41% | |
| 26 | ADP | Automatic Data Processing | 股票-科技 | 0.85% | — | -6.51% | |
| 27 | INTU | Intuit INC | 股票-科技 | 0.83% | -0.69% | -1.54% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.83% | +0.50% | -9.45% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.83% | — | -0.65% | |
| 30 | AFRM | Affirm Holdings INC | 股票-金融 | 0.83% | — | — | |
| 31 | QCOM | Qualcomm INC | 股票-科技 | 0.82% | — | +6.28% | |
| 32 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.82% | +0.45% | -4.38% | |
| 33 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.81% | — | +0.24% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | -0.71% | +5.30% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.77% | — | -1.38% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.75% | — | -1.54% | |
| 37 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.73% | — | +2.31% | |
| 38 | AMGN | Amgen INC | 股票-医疗保健 | 0.72% | — | +7.68% | |
| 39 | HON | Honeywell International INC | 股票-工业 | 0.69% | — | -0.43% | |
| 40 | ECL | Ecolab INC | 股票-原材料 | 0.69% | — | -1.70% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.69% | — | -6.78% | |
| 42 | SYK | Stryker CORP | 股票-医疗保健 | 0.66% | — | -2.18% | |
| 43 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.65% | — | +4.43% | |
| 44 | MET | Metlife INC | 股票-金融 | 0.65% | — | -10.34% | |
| 45 | VZ | Verizon Communications INC | 股票-通信服务 | 0.64% | — | +11.98% | |
| 46 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.63% | — | -2.56% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.62% | — | -1.66% | |
| 48 | ADBE | Adobe INC | 股票-科技 | 0.61% | -0.57% | EXIT | |
| 49 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.60% | — | -2.71% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.57% | — | -9.70% |