CIK: 0001830817
申报总市值
US$5.2亿
仅显示前 200 大持股（共 213 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 | 11.00% | -0.93% | -0.61% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.80% | -0.94% | -2.34% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.94% | — | -1.00% | |
| 4 | APO | Apollo Global Management INC | 股票-金融 | 2.23% | -0.53% | -3.52% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.06% | — | +2.18% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.91% | — | -1.11% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.74% | -0.26% | -2.43% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.72% | — | -1.70% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.50% | +0.21% | -40.33% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.46% | — | +3.30% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.42% | -0.30% | -3.37% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.33% | — | +6.38% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.30% | +0.17% | +0.82% | |
| 14 | FMHI | First Trust Municipal High I | ETF-其他 | 1.26% | — | +0.32% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.25% | — | -1.23% | |
| 16 | PEP | Pepsico INC | 股票-非周期性消费 | 1.20% | +0.03% | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.11% | -0.22% | -1.88% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.10% | — | +3.35% | |
| 19 | TSLA | Tesla INC | 股票-周期性消费 | 1.10% | — | +74.49% | |
| 20 | FPEI | First Trust Institutional Pr | ETF-其他 | 1.09% | — | -0.44% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.04% | — | -1.13% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.00% | — | +1.25% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.94% | — | -3.54% | |
| 24 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.90% | — | +27.65% | |
| 25 | RTX | Rtx CORP | 股票-工业 | 0.89% | -0.01% | +0.90% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.89% | +0.17% | -10.29% | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 0.87% | — | +2.92% | |
| 28 | UNP | Union Pacific CORP | 股票-工业 | 0.87% | — | -0.40% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.87% | +0.03% | +1.18% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.86% | — | +0.99% | |
| 31 | TAFI | AB Tax Aware Short Dur Muni | ETF-其他 | 0.83% | — | +0.57% | |
| 32 | BX | Blackstone INC | 股票-金融 | 0.83% | +0.02% | +6.17% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.82% | +0.20% | +1.19% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.81% | +0.08% | +0.90% | |
| 35 | BA | Boeing Co/the | 股票-工业 | 0.74% | — | +2.83% | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.72% | — | -2.77% | |
| 37 | PFE | Pfizer INC | 股票-医疗保健 | 0.71% | — | -31.47% | |
| 38 | CB | Chubb Limited | 股票-金融 | 0.69% | — | +0.88% | |
| 39 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.66% | +0.06% | -0.64% | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.66% | — | +0.03% | |
| 41 | GS | Goldman Sachs Group INC | 股票-金融 | 0.66% | — | +1.97% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工业 | 0.65% | +0.07% | +14.09% | |
| 43 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.64% | +0.05% | +0.07% | |
| 44 | DRVN | Driven Brands Holdings INC | 股票-其他 | 0.64% | — | -16.67% | |
| 45 | ABFL | Abacus Fcf Leaders ETF | ETF-其他 | 0.63% | — | +6.35% | |
| 46 | HON | Honeywell International INC | 股票-工业 | 0.60% | — | -1.60% | |
| 47 | WMB | Williams Cos INC | 股票-能源 | 0.58% | +0.06% | +2.70% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | +0.16% | -2.96% | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.58% | +0.06% | -2.32% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.57% | -0.13% | -2.18% |