CIK: 0001830817
申报总市值
US$5.2亿
仅显示前 200 大持股（共 205 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 | 9.04% | -0.93% | -2.89% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.33% | -0.94% | +4.45% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.37% | — | -3.01% | |
| 4 | APO | Apollo Global Management INC | 股票-金融 | 3.04% | -0.53% | -5.71% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.36% | -0.26% | -6.91% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.16% | — | +4.67% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.00% | +0.21% | +49.26% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.93% | — | +3.49% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.84% | — | -3.25% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.40% | +0.17% | +23.89% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.36% | — | -17.01% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.32% | — | +5.35% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.28% | -0.30% | +2.80% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.26% | — | +6.04% | |
| 15 | JSCP | Jpmorgan Short Duration Core | ETF-其他 | 1.25% | — | +154.33% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.13% | +0.17% | +23.38% | |
| 17 | FMHI | First Trust Municipal High I | ETF-其他 | 1.09% | — | +1.03% | |
| 18 | HD | Home Depot INC | 股票-周期性消费 | 1.09% | — | +6.73% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 1.03% | +0.03% | +12.41% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.03% | +0.08% | -0.63% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.99% | -0.22% | +2.34% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.97% | — | — | |
| 23 | RTX | Rtx CORP | 股票-工业 | 0.94% | -0.01% | +15.48% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.94% | — | -12.18% | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.92% | — | +7.21% | |
| 26 | BX | Blackstone INC | 股票-金融 | 0.89% | +0.02% | -4.78% | |
| 27 | CB | Chubb Limited | 股票-金融 | 0.87% | — | +6.69% | |
| 28 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.85% | — | -22.48% | |
| 29 | GE | General Electric | 股票-工业 | 0.85% | — | -3.33% | |
| 30 | UNP | Union Pacific CORP | 股票-工业 | 0.84% | — | -5.02% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.83% | +0.03% | +5.36% | |
| 32 | MA | Mastercard INC - A | 股票-金融 | 0.82% | — | +1.57% | |
| 33 | TSLA | Tesla INC | 股票-周期性消费 | 0.81% | — | +6.99% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.80% | +0.20% | +16.30% | |
| 35 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.79% | — | -24.14% | |
| 36 | GS | Goldman Sachs Group INC | 股票-金融 | 0.78% | — | +12.20% | |
| 37 | FPEI | First Trust Institutional Pr | ETF-其他 | 0.76% | — | -17.42% | |
| 38 | TAFI | AB Tax Aware Short Dur Muni | ETF-其他 | 0.73% | — | +6.21% | |
| 39 | AMGN | Amgen INC | 股票-医疗保健 | 0.72% | +0.03% | +7.50% | |
| 40 | NEE | Nextera Energy INC | 股票-公用事业 | 0.71% | +0.05% | +122.11% | |
| 41 | MDT | Medtronic plc | 股票-医疗保健 | 0.71% | — | +64.74% | |
| 42 | BA | Boeing Co/the | 股票-工业 | 0.69% | — | +0.49% | |
| 43 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.66% | -0.02% | +43.76% | |
| 44 | ABFL | Abacus Fcf Leaders ETF | ETF-其他 | 0.65% | — | +2.76% | |
| 45 | ABBV | Abbvie INC | 股票-医疗保健 | 0.65% | — | -2.37% | |
| 46 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.63% | +0.06% | +15.74% | |
| 47 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.61% | +0.05% | +0.96% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.61% | +0.07% | +12.76% | |
| 49 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.60% | — | -2.79% | |
| 50 | CRM | Salesforce INC | 股票-科技 | 0.60% | — | +19.20% |