CIK: 0001830817
申报总市值
US$5.2亿
仅显示前 200 大持股（共 207 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 | 8.36% | -0.93% | -0.88% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.76% | -0.94% | -0.55% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.00% | +0.21% | -4.62% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.31% | — | — | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.16% | — | +2.54% | |
| 6 | APO | Apollo Global Management INC | 股票-金融 | 2.12% | -0.53% | -3.62% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.91% | — | -1.02% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.75% | — | -1.47% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.71% | — | -4.69% | |
| 10 | PFE | Pfizer INC | 股票-医疗保健 | 1.67% | — | -1.92% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.62% | +0.17% | +0.13% | |
| 12 | FPEI | First Trust Institutional Pr | ETF-其他 | 1.43% | — | -0.32% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.42% | -0.30% | -13.20% | |
| 14 | FMHI | First Trust Municipal High I | ETF-其他 | 1.35% | — | +7.32% | |
| 15 | PEP | Pepsico INC | 股票-非周期性消费 | 1.25% | +0.03% | -0.93% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.17% | — | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.08% | -0.22% | +0.10% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.04% | — | -4.34% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.03% | +0.20% | -1.78% | |
| 20 | UNP | Union Pacific CORP | 股票-工业 | 1.03% | — | -1.96% | |
| 21 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.02% | — | -1.19% | |
| 22 | RTX | Rtx CORP | 股票-工业 | 1.02% | -0.01% | -1.14% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | — | -6.30% | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.97% | — | -5.75% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.96% | +0.03% | -4.24% | |
| 26 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.95% | — | +1.21% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.92% | +0.17% | -0.43% | |
| 28 | TAFI | AB Tax Aware Short Dur Muni | ETF-其他 | 0.91% | — | +173.80% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.90% | — | -0.93% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.88% | — | +0.84% | |
| 31 | CB | Chubb Limited | 股票-金融 | 0.85% | — | +0.99% | |
| 32 | MA | Mastercard INC - A | 股票-金融 | 0.85% | — | -0.53% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.85% | — | -2.72% | |
| 34 | DRVN | Driven Brands Holdings INC | 股票-其他 | 0.85% | — | — | |
| 35 | ABBV | Abbvie INC | 股票-医疗保健 | 0.81% | — | -1.23% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.76% | +0.08% | +6.41% | |
| 37 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.76% | — | +0.07% | |
| 38 | GS | Goldman Sachs Group INC | 股票-金融 | 0.75% | — | +0.69% | |
| 39 | HON | Honeywell International INC | 股票-工业 | 0.74% | — | -0.55% | |
| 40 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.74% | +0.05% | -0.02% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | — | -17.21% | |
| 42 | AMGN | Amgen INC | 股票-医疗保健 | 0.72% | +0.03% | +0.27% | |
| 43 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.72% | +0.06% | -0.26% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | +0.16% | -3.58% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.65% | -0.26% | -0.31% | |
| 46 | BX | Blackstone INC | 股票-金融 | 0.64% | +0.02% | -2.42% | |
| 47 | ABFL | Abacus Fcf Leaders ETF | ETF-其他 | 0.63% | — | +37.93% | |
| 48 | WMB | Williams Cos INC | 股票-能源 | 0.63% | +0.06% | -3.09% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.63% | — | -0.31% | |
| 50 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.62% | — | -21.07% |