CIK: 0001830817
申报总市值
US$5.2亿
仅显示前 200 大持股(共 262 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 | 7.60% | -0.93% | -8.10% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.37% | -0.30% | -0.01% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.55% | -0.94% | -1.26% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.57% | — | +1.00% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.00% | +0.21% | +40.86% | |
| 6 | APOEUR | Apollo Asset Management INC | 股票-其他 | 1.97% | — | +1606.02% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.91% | — | -5.66% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.79% | — | -15.98% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.44% | — | -3.29% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.34% | — | -35.70% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.24% | +0.17% | +0.36% | |
| 12 | PFE | Pfizer INC | 股票-医疗保健 | 1.19% | — | -2.30% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.10% | +0.17% | -2.48% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 0.95% | — | -8.63% | |
| 15 | UNP | Union Pacific CORP | 股票-工业 | 0.92% | — | +3.60% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.91% | — | — | |
| 17 | LORLUSD | Loral Space & Communications | 股票-其他 | 0.84% | — | -4.48% | |
| 18 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.83% | — | +15.23% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 0.82% | +0.03% | -5.77% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.79% | — | +48.11% | |
| 21 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.79% | — | -12.40% | |
| 22 | VZ | Verizon Communications INC | 股票-通信服务 | 0.79% | — | -9.80% | |
| 23 | BR | Broadridge Financial Solutio | 股票-科技 | 0.78% | — | -13.62% | |
| 24 | WRAP | Wrap Technologies INC | 股票-其他 | 0.76% | — | — | |
| 25 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.76% | — | +0.44% | |
| 26 | MA | Mastercard INC - A | 股票-金融 | 0.75% | — | +10.58% | |
| 27 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.72% | — | +16.98% | |
| 28 | T | At&t INC | 股票-通信服务 | 0.71% | — | -12.96% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.71% | — | +14.21% | |
| 30 | FE | Firstenergy CORP | 股票-公用事业 | 0.70% | — | -14.77% | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.69% | — | +7.97% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.69% | — | -7.90% | |
| 33 | PYPL | Paypal Holdings INC | 股票-金融 | 0.68% | — | +40.68% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | — | +5.00% | |
| 35 | RTX | Rtx CORP | 股票-工业 | 0.67% | -0.01% | +15.85% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.67% | +0.03% | +13.22% | |
| 37 | ✓ | 股票-其他 | 0.66% | — | -13.85% | ||
| 38 | WMB | Williams Cos INC | 股票-能源 | 0.64% | +0.06% | +7.82% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.64% | — | +2.97% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.64% | -0.22% | +23.94% | |
| 41 | ET | Energy Transfer LP | 股票-能源 | 0.64% | — | +18.57% | |
| 42 | EPD | Enterprise Products Partners | 股票-能源 | 0.61% | — | -26.26% | |
| 43 | ABBV | Abbvie INC | 股票-医疗保健 | 0.58% | — | +0.86% | |
| 44 | HON | Honeywell International INC | 股票-工业 | 0.58% | — | -23.27% | |
| 45 | GS | Goldman Sachs Group INC | 股票-金融 | 0.57% | — | -10.45% | |
| 46 | BX | Blackstone INC | 股票-金融 | 0.56% | +0.02% | +35.82% | |
| 47 | 0VVB | Paramount Global-class B | 股票-其他 | 0.56% | — | -8.59% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.56% | +0.20% | -17.19% | |
| 49 | FMHI | First Trust Municipal High I | ETF-其他 | 0.55% | — | +30.07% | |
| 50 | TSLA | Tesla INC | 股票-周期性消费 | 0.55% | — | -3.41% |