CIK: 0001830817
申报总市值
US$5.2亿
仅显示前 200 大持股（共 260 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 | 8.29% | -0.93% | +3.15% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.65% | -0.26% | +65.82% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.98% | -0.94% | +8.57% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.06% | — | +7.26% | |
| 5 | EVSD | Eaton Vance Shrt Dur INC | ETF-其他 | 2.73% | -0.17% | +27.16% | |
| 6 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-其他 | 2.47% | -0.14% | +42.67% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.05% | +0.21% | +8.65% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.00% | — | +1.21% | |
| 9 | APO | Apollo Global Management INC | 股票-金融 | 1.92% | -0.53% | -10.78% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.79% | +0.17% | +0.75% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.78% | — | +2.10% | |
| 12 | HEDG | Equable Shares Hdg Eqty ETF | ETF-其他 | 1.72% | — | — | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.69% | — | +18.80% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.66% | — | +2.02% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.57% | — | -1.24% | |
| 16 | TSLA | Tesla INC | 股票-周期性消费 | 1.52% | — | -1.84% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.42% | -0.22% | +10.43% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.39% | -0.02% | +13.79% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 1.26% | — | +12.18% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.20% | -0.30% | +3.78% | |
| 21 | GS | Goldman Sachs Group INC | 股票-金融 | 1.04% | — | +0.76% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.03% | +0.17% | +2.34% | |
| 23 | RTX | Rtx CORP | 股票-工业 | 1.00% | -0.01% | +1.30% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.96% | — | +3.84% | |
| 25 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.87% | +0.09% | +13.34% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.86% | +0.20% | +0.70% | |
| 27 | BX | Blackstone INC | 股票-金融 | 0.82% | +0.02% | +4.22% | |
| 28 | LRCX | Lam Research CORP | 股票-科技 | 0.77% | +0.10% | +0.31% | |
| 29 | BA | Boeing Co/the | 股票-工业 | 0.76% | — | +3.38% | |
| 30 | NEE | Nextera Energy INC | 股票-公用事业 | 0.70% | +0.05% | +1.69% | |
| 31 | HD | Home Depot INC | 股票-周期性消费 | 0.69% | — | +1.79% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.67% | — | — | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.66% | — | +0.95% | |
| 34 | PLD | Prologis INC | 股票-房地产 | 0.65% | — | +28.00% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.65% | +0.08% | -2.07% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.64% | — | +400.70% | |
| 37 | PEP | Pepsico INC | 股票-非周期性消费 | 0.60% | +0.03% | +2.62% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.59% | — | +4.83% | |
| 39 | WMB | Williams Cos INC | 股票-能源 | 0.58% | +0.06% | +3.85% | |
| 40 | WMT | Walmart INC | 股票-非周期性消费 | 0.57% | +0.06% | +1.09% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.57% | — | -11.75% | |
| 42 | HGER | Harbor Commodity All Weather | ETF-避险与商品 | 0.56% | +0.16% | +18.23% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.55% | +0.03% | +1.62% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.55% | — | -0.95% | |
| 45 | AMGN | Amgen INC | 股票-医疗保健 | 0.54% | +0.03% | +5.19% | |
| 46 | DUK | Duke Energy CORP | 股票-公用事业 | 0.51% | +0.02% | +5.34% | |
| 47 | MDT | Medtronic plc | 股票-医疗保健 | 0.51% | — | +5.63% | |
| 48 | ABBV | Abbvie INC | 股票-医疗保健 | 0.49% | — | +1.18% | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.48% | — | -0.70% | |
| 50 | SPGI | S&p Global INC | 股票-金融 | 0.47% | — | +5.46% |