CIK: 0001830817
申报总市值
US$5.2亿
仅显示前 200 大持股（共 236 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 | 8.43% | -0.93% | -2.44% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.00% | -0.30% | +1.35% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.59% | -0.94% | -11.95% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.75% | — | +1.71% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.30% | +0.21% | +6.61% | |
| 6 | APOEUR | Apollo Asset Management INC | 股票-其他 | 2.21% | — | +2.46% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.87% | — | -8.87% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.75% | — | -16.05% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.46% | — | -5.91% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.37% | +0.17% | — | |
| 11 | DRVN | Driven Brands Holdings INC | 股票-其他 | 1.36% | — | — | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.36% | — | -13.75% | |
| 13 | PFE | Pfizer INC | 股票-医疗保健 | 1.20% | — | -16.17% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.17% | +0.17% | -1.10% | |
| 15 | LORLUSD | Loral Space & Communications | 股票-其他 | 1.02% | — | +0.41% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.99% | — | — | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.95% | — | +0.13% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | — | +33.26% | |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.91% | — | +12.62% | |
| 20 | UNP | Union Pacific CORP | 股票-工业 | 0.90% | — | -0.30% | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.87% | — | -0.94% | |
| 22 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.84% | — | +6.60% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 0.83% | +0.03% | -10.17% | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.80% | — | +2.80% | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.79% | — | -0.14% | |
| 26 | BX | Blackstone INC | 股票-金融 | 0.77% | +0.02% | +3.33% | |
| 27 | MA | Mastercard INC - A | 股票-金融 | 0.76% | — | -3.69% | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.76% | — | -5.91% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.74% | +0.03% | -3.37% | |
| 30 | RTX | Rtx CORP | 股票-工业 | 0.73% | -0.01% | -1.76% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.72% | — | -6.83% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.71% | — | — | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.70% | — | -16.42% | |
| 34 | ET | Energy Transfer LP | 股票-能源 | 0.66% | — | +4.38% | |
| 35 | PYPL | Paypal Holdings INC | 股票-金融 | 0.65% | — | -3.43% | |
| 36 | WMB | Williams Cos INC | 股票-能源 | 0.64% | +0.06% | -7.90% | |
| 37 | WRAP | Wrap Technologies INC | 股票-其他 | 0.64% | — | — | |
| 38 | FE | Firstenergy CORP | 股票-公用事业 | 0.64% | — | -13.33% | |
| 39 | GS | Goldman Sachs Group INC | 股票-金融 | 0.63% | — | +0.74% | |
| 40 | FMHI | First Trust Municipal High I | ETF-其他 | 0.61% | — | +1.42% | |
| 41 | ✓ | 股票-其他 | 0.61% | — | -15.97% | ||
| 42 | HON | Honeywell International INC | 股票-工业 | 0.58% | — | -5.55% | |
| 43 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.58% | +0.06% | -0.62% | |
| 44 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.57% | — | — | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.57% | +0.08% | +0.91% | |
| 46 | MDT | Medtronic plc | 股票-医疗保健 | 0.55% | — | -4.89% | |
| 47 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.54% | — | +0.96% | |
| 48 | CB | Chubb Limited | 股票-金融 | 0.54% | — | +9.34% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.53% | -0.22% | -24.76% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.53% | +0.20% | -11.46% |