CIK: 0001830817
申报总市值
US$5.2亿
仅显示前 200 大持股（共 224 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 | 9.64% | -0.93% | +1.27% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.94% | -0.94% | -1.10% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.18% | — | -0.90% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.79% | -0.26% | -2.88% | |
| 5 | APO | Apollo Global Management INC | 股票-金融 | 2.66% | -0.53% | +3.58% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.24% | +0.21% | +7.45% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.05% | — | +1.54% | |
| 8 | JSCP | Jpmorgan Short Duration Core | ETF-其他 | 1.87% | — | +33.16% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.86% | — | -1.54% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.81% | +0.17% | +8.69% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.71% | — | -5.21% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.28% | -0.30% | +0.63% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.25% | — | +1.28% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.20% | — | -4.34% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.19% | +0.17% | -1.28% | |
| 16 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-其他 | 1.19% | -0.14% | +52.91% | |
| 17 | HD | Home Depot INC | 股票-周期性消费 | 1.11% | — | -0.32% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.06% | +0.20% | +22.53% | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.04% | +0.08% | -0.27% | |
| 20 | RTX | Rtx CORP | 股票-工业 | 0.98% | -0.01% | -0.37% | |
| 21 | TSLA | Tesla INC | 股票-周期性消费 | 0.94% | — | -1.01% | |
| 22 | FMHI | First Trust Municipal High I | ETF-其他 | 0.92% | — | +1.79% | |
| 23 | GE | General Electric | 股票-工业 | 0.92% | — | -1.91% | |
| 24 | PEP | Pepsico INC | 股票-非周期性消费 | 0.92% | +0.03% | -1.37% | |
| 25 | BX | Blackstone INC | 股票-金融 | 0.91% | +0.02% | +4.33% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.89% | — | — | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.88% | -0.02% | +17.45% | |
| 28 | NEE | Nextera Energy INC | 股票-公用事业 | 0.88% | +0.05% | -0.52% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.84% | -0.22% | -15.72% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | — | +1.39% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.83% | +0.03% | -0.43% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.82% | — | +0.55% | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.82% | — | -0.52% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.81% | — | -13.01% | |
| 35 | GS | Goldman Sachs Group INC | 股票-金融 | 0.81% | — | -0.53% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.76% | — | +25.13% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工业 | 0.76% | +0.07% | +0.46% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.75% | — | -0.22% | |
| 39 | AMGN | Amgen INC | 股票-医疗保健 | 0.66% | +0.03% | +0.37% | |
| 40 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.66% | +0.06% | +11.97% | |
| 41 | UNP | Union Pacific CORP | 股票-工业 | 0.66% | — | -0.48% | |
| 42 | WMT | Walmart INC | 股票-非周期性消费 | 0.65% | +0.06% | +0.02% | |
| 43 | ABBV | Abbvie INC | 股票-医疗保健 | 0.63% | — | -2.68% | |
| 44 | ABFL | Abacus Fcf Leaders ETF | ETF-其他 | 0.61% | — | -5.98% | |
| 45 | WMB | Williams Cos INC | 股票-能源 | 0.61% | +0.06% | -4.55% | |
| 46 | DUK | Duke Energy CORP | 股票-公用事业 | 0.60% | +0.02% | +0.85% | |
| 47 | TY | Tri-continental CORP | 股票-其他 | 0.60% | — | — | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.60% | — | -3.89% | |
| 49 | MDT | Medtronic plc | 股票-医疗保健 | 0.59% | — | -0.16% | |
| 50 | TAFI | AB Tax Aware Short Dur Muni | ETF-其他 | 0.59% | — | — |