CIK: 0001830817
申报总市值
US$5.2亿
仅显示前 200 大持股（共 256 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 | 8.47% | -0.93% | -0.31% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.42% | -0.94% | -0.26% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.16% | -0.26% | -0.66% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.06% | — | +2.67% | |
| 5 | EVSD | Eaton Vance Shrt Dur INC | ETF-其他 | 2.42% | -0.17% | +17.88% | |
| 6 | APO | Apollo Global Management INC | 股票-金融 | 2.23% | -0.53% | +1.29% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.17% | — | +1.80% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.11% | +0.21% | +4.13% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.96% | +0.17% | +0.06% | |
| 10 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-其他 | 1.95% | -0.14% | +15.43% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.84% | — | +2.75% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.78% | — | +1.69% | |
| 13 | TSLA | Tesla INC | 股票-周期性消费 | 1.72% | — | +5.97% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.52% | — | +2.52% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.41% | -0.22% | -3.70% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.39% | — | -0.41% | |
| 17 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.35% | -0.02% | +50.55% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.27% | -0.30% | +17.02% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 1.24% | — | +13.77% | |
| 20 | GS | Goldman Sachs Group INC | 股票-金融 | 1.05% | — | +3.69% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.02% | +0.17% | +2.72% | |
| 22 | RTX | Rtx CORP | 股票-工业 | 1.02% | -0.01% | +2.05% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.01% | — | +3.58% | |
| 24 | BX | Blackstone INC | 股票-金融 | 0.98% | +0.02% | +4.35% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.98% | +0.20% | +4.15% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 0.90% | — | +3.22% | |
| 27 | BA | Boeing Co/the | 股票-工业 | 0.82% | — | +3.87% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.80% | +0.08% | -1.04% | |
| 29 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.77% | +0.09% | +5.43% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.74% | — | -0.64% | |
| 31 | NEE | Nextera Energy INC | 股票-公用事业 | 0.73% | +0.05% | +5.15% | |
| 32 | LRCX | Lam Research CORP | 股票-科技 | 0.68% | +0.10% | +0.08% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.68% | -0.13% | -7.17% | |
| 34 | CB | Chubb Limited | 股票-金融 | 0.66% | — | +6.58% | |
| 35 | WMB | Williams Cos INC | 股票-能源 | 0.66% | +0.06% | +6.36% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.65% | +0.03% | +4.04% | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.64% | +0.03% | +5.83% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.63% | — | +5.46% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | — | +10.41% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.59% | +0.06% | -2.04% | |
| 41 | DUK | Duke Energy CORP | 股票-公用事业 | 0.58% | +0.02% | +7.35% | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 0.56% | — | -4.91% | |
| 43 | ABBV | Abbvie INC | 股票-医疗保健 | 0.56% | — | -2.35% | |
| 44 | HGER | Harbor Commodity All Weather | ETF-避险与商品 | 0.56% | +0.16% | +22.17% | |
| 45 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.55% | — | +6.77% | |
| 46 | MDT | Medtronic plc | 股票-医疗保健 | 0.54% | — | +7.76% | |
| 47 | PLD | Prologis INC | 股票-房地产 | 0.52% | — | +782.65% | |
| 48 | TY | Tri-continental CORP | 股票-其他 | 0.51% | — | — | |
| 49 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.51% | — | +0.07% | |
| 50 | AMGN | Amgen INC | 股票-医疗保健 | 0.50% | +0.03% | +8.78% |