CIK: 0001830817
申报总市值
US$5.2亿
仅显示前 200 大持股（共 228 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 | 10.04% | -0.93% | -2.15% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.50% | -0.30% | +0.94% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.26% | -0.94% | -0.85% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.90% | — | +7.54% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.55% | +0.21% | +5.02% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.79% | — | -0.46% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.65% | — | +0.96% | |
| 8 | PFE | Pfizer INC | 股票-医疗保健 | 1.59% | — | -0.52% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.58% | — | +1.56% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.47% | +0.17% | — | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.42% | — | -0.89% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.21% | +0.17% | +0.21% | |
| 13 | UNP | Union Pacific CORP | 股票-工业 | 1.11% | — | -0.39% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.07% | — | +9.51% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.04% | — | +0.23% | |
| 16 | DRVN | Driven Brands Holdings INC | 股票-其他 | 1.02% | — | -33.71% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.00% | — | +0.13% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.97% | — | +8.49% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.93% | — | +0.33% | |
| 20 | HD | Home Depot INC | 股票-周期性消费 | 0.93% | — | +0.06% | |
| 21 | PEP | Pepsico INC | 股票-非周期性消费 | 0.93% | +0.03% | +0.15% | |
| 22 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.89% | — | -4.56% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.85% | — | -0.55% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.84% | +0.03% | +0.72% | |
| 25 | BX | Blackstone INC | 股票-金融 | 0.81% | +0.02% | -2.48% | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.79% | — | +2.37% | |
| 27 | TSLA | Tesla INC | 股票-周期性消费 | 0.79% | — | +13.47% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.77% | — | +0.48% | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.75% | — | -1.92% | |
| 30 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.72% | — | -2.13% | |
| 31 | FE | Firstenergy CORP | 股票-公用事业 | 0.71% | — | -1.25% | |
| 32 | RTX | Rtx CORP | 股票-工业 | 0.71% | -0.01% | -0.02% | |
| 33 | TSAT | Telesat CORP | 股票-其他 | 0.69% | — | — | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.69% | +0.08% | -0.90% | |
| 35 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.68% | — | +1.58% | |
| 36 | VZ | Verizon Communications INC | 股票-通信服务 | 0.65% | — | -0.18% | |
| 37 | GS | Goldman Sachs Group INC | 股票-金融 | 0.64% | — | +2.83% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.60% | +0.20% | +0.90% | |
| 39 | CB | Chubb Limited | 股票-金融 | 0.60% | — | +3.10% | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.60% | — | +3.32% | |
| 41 | FMHI | First Trust Municipal High I | ETF-其他 | 0.60% | — | +0.51% | |
| 42 | WMB | Williams Cos INC | 股票-能源 | 0.59% | +0.06% | -4.74% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.59% | -0.22% | +4.02% | |
| 44 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.59% | — | — | |
| 45 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.59% | +0.06% | -1.00% | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.56% | — | +0.62% | |
| 47 | HON | Honeywell International INC | 股票-工业 | 0.56% | — | +1.01% | |
| 48 | ZTS | Zoetis INC | 股票-医疗保健 | 0.55% | — | -2.63% | |
| 49 | PYPL | Paypal Holdings INC | 股票-金融 | 0.53% | — | +17.72% | |
| 50 | SPGI | S&p Global INC | 股票-金融 | 0.52% | — | +3.03% |