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 | COIN | Coinbase Global INC -class A | 股票-金融 | 15.79% | — | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.65% | -0.43% | -3.52% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.37% | — | -0.69% | |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.36% | — | +3.58% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.18% | — | -0.82% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.93% | — | +12.76% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.80% | -0.49% | -14.11% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.45% | — | +10.66% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.42% | — | +0.84% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.26% | — | +4.18% | |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.26% | — | +0.15% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.14% | — | -1.75% | |
| 13 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.11% | -0.57% | +0.08% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.09% | — | -2.38% | |
| 15 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.09% | — | -2.20% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.09% | — | -2.12% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.00% | — | -0.14% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.97% | +0.35% | +3.23% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.97% | — | -19.01% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.95% | — | +2.00% | |
| 21 | HD | Home Depot INC | 股票-周期性消费 | 0.93% | -0.59% | +0.47% | |
| 22 | SLB | Slb LTD | 股票-能源 | 0.92% | -0.41% | +4.23% | |
| 23 | INTU | Intuit INC | 股票-科技 | 0.91% | -0.69% | +0.98% | |
| 24 | QCOM | Qualcomm INC | 股票-科技 | 0.81% | — | +0.33% | |
| 25 | CAT | Caterpillar INC | 股票-工业 | 0.79% | — | -3.69% | |
| 26 | WM | Waste Management INC | 股票-工业 | 0.77% | — | +3.61% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.71% | +1.64% | |
| 28 | AMGN | Amgen INC | 股票-医疗保健 | 0.75% | — | +2.23% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.74% | — | +2.76% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.73% | — | -4.56% | |
| 31 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.71% | +0.45% | +0.46% | |
| 32 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.69% | — | +2.45% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 0.67% | — | -2.56% | |
| 34 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.66% | -0.35% | +0.22% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.61% | — | -16.33% | |
| 36 | ADBE | Adobe INC | 股票-科技 | 0.61% | -0.57% | EXIT | |
| 37 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.60% | — | +2.22% | |
| 38 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.60% | — | +5.61% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | +0.50% | -3.16% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.59% | — | -2.73% | |
| 41 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 0.58% | — | -22.77% | |
| 42 | MET | Metlife INC | 股票-金融 | 0.57% | — | -3.50% | |
| 43 | VZ | Verizon Communications INC | 股票-通信服务 | 0.57% | — | +5.89% | |
| 44 | ECL | Ecolab INC | 股票-原材料 | 0.56% | — | -5.78% | |
| 45 | HON | Honeywell International INC | 股票-工业 | 0.55% | — | -1.85% | |
| 46 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.53% | — | -7.58% | |
| 47 | WDAY | Workday Inc-class A | 股票-科技 | 0.53% | — | -0.98% | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.53% | -0.56% | +9.61% | |
| 49 | CRM | Salesforce INC | 股票-科技 | 0.51% | -0.64% | +14.76% | |
| 50 | RY | Royal Bank Of Canada | 股票-金融 | 0.51% | — | +7.22% |