CIK: 0001830817
申报总市值
US$5.2亿
仅显示前 200 大持股（共 259 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 | 7.46% | -0.93% | -1.03% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.64% | -0.94% | -2.31% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.24% | — | +2.06% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.94% | -0.26% | +7.46% | |
| 5 | APO | Apollo Global Management INC | 股票-金融 | 2.56% | -0.53% | +14.91% | |
| 6 | EVSD | Eaton Vance Shrt Dur INC | ETF-其他 | 2.22% | -0.17% | +4.24% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.14% | +0.21% | +3.29% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.14% | — | +0.74% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.98% | +0.17% | -2.15% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.92% | — | +3.52% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.88% | — | +0.47% | |
| 12 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-其他 | 1.82% | -0.14% | +14.55% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.48% | -0.22% | +3.89% | |
| 14 | TSLA | Tesla INC | 股票-周期性消费 | 1.27% | — | +2.10% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.17% | — | +6.27% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | — | +3.89% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.11% | — | +3.37% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.10% | -0.30% | -4.60% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 1.09% | — | +5.73% | |
| 20 | GS | Goldman Sachs Group INC | 股票-金融 | 0.98% | — | +0.57% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.95% | +0.08% | -0.08% | |
| 22 | RTX | Rtx CORP | 股票-工业 | 0.95% | -0.01% | -0.78% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.94% | +0.20% | +6.34% | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.91% | -0.02% | +9.31% | |
| 25 | BX | Blackstone INC | 股票-金融 | 0.90% | +0.02% | +2.34% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.89% | +0.17% | +0.97% | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 0.86% | — | -0.17% | |
| 28 | BA | Boeing Co/the | 股票-工业 | 0.83% | — | -6.90% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.77% | — | — | |
| 30 | GE | General Electric | 股票-工业 | 0.74% | — | +0.01% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | +0.03% | +1.31% | |
| 32 | NEE | Nextera Energy INC | 股票-公用事业 | 0.70% | +0.05% | +1.86% | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.70% | — | +0.79% | |
| 34 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.68% | +0.09% | +23.37% | |
| 35 | WMB | Williams Cos INC | 股票-能源 | 0.67% | +0.06% | -4.44% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.65% | — | +51.52% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.63% | — | -4.50% | |
| 38 | UNP | Union Pacific CORP | 股票-工业 | 0.62% | — | — | |
| 39 | WMT | Walmart INC | 股票-非周期性消费 | 0.62% | +0.06% | -2.42% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.62% | +0.03% | +7.14% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.62% | -0.13% | +4.29% | |
| 42 | FMHI | First Trust Municipal High I | ETF-其他 | 0.60% | — | -16.72% | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.57% | — | +10.46% | |
| 44 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.57% | +0.06% | +5.57% | |
| 45 | DUK | Duke Energy CORP | 股票-公用事业 | 0.56% | +0.02% | +4.84% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.55% | — | +5.30% | |
| 47 | LRCX | Lam Research CORP | 股票-科技 | 0.54% | +0.10% | +4.96% | |
| 48 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.53% | — | — | |
| 49 | TY | Tri-continental CORP | 股票-其他 | 0.52% | — | +2.47% | |
| 50 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.51% | — | +10.83% |