CIK: 0001830817
申报总市值
US$5.2亿
仅显示前 200 大持股（共 217 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 | 10.81% | -0.93% | +0.10% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.34% | -0.94% | +1.33% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.12% | — | +0.40% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.86% | +0.21% | +4.95% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.03% | -0.30% | -69.94% | |
| 6 | APO | Apollo Global Management INC | 股票-金融 | 2.02% | -0.53% | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.00% | — | -1.70% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.59% | — | +2.25% | |
| 9 | PFE | Pfizer INC | 股票-医疗保健 | 1.55% | — | +1.71% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.55% | +0.17% | +1.43% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.49% | — | -0.36% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.42% | — | +9.60% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.38% | +0.17% | +1.14% | |
| 14 | UNP | Union Pacific CORP | 股票-工业 | 1.30% | — | -1.33% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.17% | — | +10.28% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.13% | — | -0.47% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.12% | — | +3.34% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.10% | — | +4.57% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 1.00% | +0.03% | +2.00% | |
| 20 | BX | Blackstone INC | 股票-金融 | 0.92% | +0.02% | +6.14% | |
| 21 | RTX | Rtx CORP | 股票-工业 | 0.91% | -0.01% | +2.29% | |
| 22 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.90% | — | -1.52% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.88% | +0.20% | -2.80% | |
| 24 | TSLA | Tesla INC | 股票-周期性消费 | 0.88% | — | — | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.88% | +0.03% | +2.11% | |
| 26 | DRVN | Driven Brands Holdings INC | 股票-其他 | 0.87% | — | — | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.87% | — | +1.42% | |
| 28 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.86% | — | +0.96% | |
| 29 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.81% | — | +3.95% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.81% | — | -0.32% | |
| 31 | ABBV | Abbvie INC | 股票-医疗保健 | 0.80% | — | +2.33% | |
| 32 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.80% | — | +4.78% | |
| 33 | FMHI | First Trust Municipal High I | ETF-其他 | 0.79% | — | +32.43% | |
| 34 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.78% | — | +3.21% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.77% | — | +5.72% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.76% | +0.08% | -0.44% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.75% | -0.26% | +119.82% | |
| 38 | CB | Chubb Limited | 股票-金融 | 0.75% | — | +2.98% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.72% | -0.22% | +16.50% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.71% | — | -7.12% | |
| 41 | VZ | Verizon Communications INC | 股票-通信服务 | 0.70% | — | +0.01% | |
| 42 | GS | Goldman Sachs Group INC | 股票-金融 | 0.64% | — | +7.24% | |
| 43 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.61% | — | -2.45% | |
| 44 | WMB | Williams Cos INC | 股票-能源 | 0.61% | +0.06% | -26.49% | |
| 45 | HON | Honeywell International INC | 股票-工业 | 0.59% | — | +3.01% | |
| 46 | MDT | Medtronic plc | 股票-医疗保健 | 0.57% | — | +9.21% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.56% | — | -1.06% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.56% | +0.06% | +2.97% | |
| 49 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.55% | — | -2.04% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.54% | — | -0.34% |