CIK: 0001743863
申报总市值
US$2.6亿
| # | 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 | 12.48% | +0.61% | -3.52% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 11.07% | -2.10% | -3.23% | |
| 3 | MA | Mastercard INC - A | 股票-金融 | 8.30% | -0.19% | +2.54% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 8.07% | -0.43% | +3.17% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 5.83% | -1.86% | -9.58% | |
| 6 | HD | Home Depot INC | 股票-周期性消费 | 5.72% | +0.18% | +0.99% | |
| 7 | ACN | Accenture plc | 股票-科技 | 3.44% | -0.12% | +0.62% | |
| 8 | GPN | Global Payments INC | 股票-工业 | 2.44% | — | -4.83% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.36% | -0.14% | -5.61% | |
| 10 | TJX | Tjx Companies INC | 股票-周期性消费 | 2.24% | — | -1.76% | |
| 11 | PYPL | Paypal Holdings INC | 股票-金融 | 1.93% | — | +1.91% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.76% | +0.91% | -9.98% | |
| 13 | NOC | Northrop Grumman CORP | 股票-工业 | 1.74% | +0.41% | -2.98% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.73% | +0.03% | +23.34% | |
| 15 | LMT | Lockheed Martin CORP | 股票-工业 | 1.70% | +0.10% | -7.32% | |
| 16 | ADP | Automatic Data Processing | 股票-科技 | 1.63% | -0.16% | -3.70% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.63% | — | — | |
| 18 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.53% | — | +6.93% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.52% | -0.05% | +0.67% | |
| 20 | ADBE | Adobe INC | 股票-科技 | 1.19% | — | -12.54% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.13% | +0.30% | -0.22% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.08% | +0.45% | +70.24% | |
| 23 | TXN | Texas Instruments INC | 股票-科技 | 0.97% | — | +33.70% | |
| 24 | ROST | Ross Stores INC | 股票-周期性消费 | 0.94% | +0.20% | -0.07% | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.89% | — | +0.75% | |
| 26 | ZTS | Zoetis INC | 股票-医疗保健 | 0.83% | — | +2.45% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.77% | — | -0.08% | |
| 28 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.76% | — | +20.69% | |
| 29 | SCHK | Schwab 1000 Index ETF | ETF-大型股与成长 | 0.74% | — | +592.09% | |
| 30 | SYK | Stryker CORP | 股票-医疗保健 | 0.69% | — | +1.44% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.61% | — | +336.77% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.57% | — | -0.03% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.56% | — | -3.78% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.54% | -0.46% | +9.44% | |
| 35 | ROL | Rollins INC | 股票-周期性消费 | 0.53% | -0.10% | -9.65% | |
| 36 | BA | Boeing Co/the | 股票-工业 | 0.48% | — | +83.02% | |
| 37 | VTC | Vanguard Total Corporate Bnd | ETF-投资级公司债 | 0.45% | — | -65.98% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.45% | — | +2.49% | |
| 39 | DHR | Danaher CORP | 股票-医疗保健 | 0.42% | — | +23.02% | |
| 40 | NSC | Norfolk Southern CORP | 股票-工业 | 0.42% | — | +1.26% | |
| 41 | TROW | T Rowe Price Group INC | 股票-金融 | 0.39% | — | -2.89% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.38% | — | — | |
| 43 | LHX | L3harris Technologies INC | 股票-工业 | 0.36% | +0.18% | +0.52% | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.36% | — | -4.82% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.35% | — | +1.94% | |
| 46 | CSX | Csx CORP | 股票-工业 | 0.34% | — | +0.08% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.32% | +0.13% | -31.84% | |
| 48 | SPGI | S&p Global INC | 股票-金融 | 0.31% | — | -74.49% | |
| 49 | HON | Honeywell International INC | 股票-工业 | 0.30% | — | -0.62% | |
| 50 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.29% | — | -12.96% |