CIK: 0001803848
申报总市值
US$12.7亿
仅显示前 200 大持股（共 424 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 | MSFT | Microsoft CORP | 股票-科技 | 6.43% | -0.42% | — | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.99% | -0.11% | — | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.48% | -0.45% | — | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.13% | — | — | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.63% | — | — | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.57% | -0.07% | — | |
| 7 | HD | Home Depot INC | 股票-周期性消费 | 2.13% | — | — | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.10% | — | — | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 2.00% | -0.17% | — | |
| 10 | CNOB | Connectone Bancorp INC | 股票-其他 | 1.95% | — | — | |
| 11 | VZ | Verizon Communications INC | 股票-通信服务 | 1.78% | +0.07% | — | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.76% | -0.34% | — | |
| 13 | MA | Mastercard INC - A | 股票-金融 | 1.67% | — | — | |
| 14 | HUM | Humana INC | 股票-医疗保健 | 1.54% | — | — | |
| 15 | CME | Cme Group INC | 股票-金融 | 1.54% | — | — | |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.40% | — | — | |
| 17 | BA | Boeing Co/the | 股票-工业 | 1.35% | — | — | |
| 18 | PNC | Pnc Financial Services Group | 股票-金融 | 1.34% | — | — | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.32% | — | — | |
| 20 | AAPL | Apple INC | 股票-科技 | 1.19% | +0.20% | — | |
| 21 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.18% | — | — | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.15% | -0.08% | — | |
| 23 | COF | Capital One Financial CORP | 股票-金融 | 1.14% | — | — | |
| 24 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.12% | — | — | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 1.06% | — | — | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.05% | — | — | |
| 27 | CI | THE Cigna Group | 股票-医疗保健 | 0.98% | — | — | |
| 28 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.88% | -0.25% | — | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.81% | — | — | |
| 30 | ENB | Enbridge INC | 股票-能源 | 0.80% | — | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.74% | -0.06% | — | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.74% | — | — | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.74% | — | — | |
| 34 | ZTS | Zoetis INC | 股票-医疗保健 | 0.71% | — | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.71% | -0.06% | — | |
| 36 | CB | Chubb Limited | 股票-金融 | 0.69% | — | — | |
| 37 | ICE | Intercontinental Exchange In | 股票-金融 | 0.69% | — | — | |
| 38 | CRM | Salesforce INC | 股票-科技 | 0.61% | — | — | |
| 39 | 6D8 | Dupont De Nemours INC | 股票-其他 | 0.58% | — | — | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.56% | +0.09% | — | |
| 41 | TXN | Texas Instruments INC | 股票-科技 | 0.54% | — | — | |
| 42 | BLKCHF | Blackrock INC | 股票-其他 | 0.54% | — | — | |
| 43 | CSGP | Costar Group INC | 股票-房地产 | 0.54% | — | — | |
| 44 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.54% | — | — | |
| 45 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.52% | — | — | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.52% | +0.12% | — | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | +0.11% | — | |
| 48 | R6C2 | Royal Dutch Shell-spon Adr-b | 股票-其他 | 0.45% | — | — | |
| 49 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 0.44% | — | — | |
| 50 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 0.42% | — | — |