CIK: 0001908217
申报总市值
US$3.3亿
仅显示前 200 大持股（共 394 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 13.47% | -0.27% | — | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 7.63% | — | — | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 7.40% | — | — | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 6.12% | +0.07% | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.85% | -0.08% | — | |
| 6 | AAPL | Apple INC | 股票-科技 | 4.49% | -0.26% | — | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.78% | +0.20% | — | |
| 8 | EXK | Exact Sciences CORP | 股票-原材料 | 2.77% | -0.53% | EXIT | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.59% | -0.52% | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.11% | — | — | |
| 11 | DHR | Danaher CORP | 股票-医疗保健 | 1.54% | -0.06% | — | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.39% | -0.07% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.25% | — | — | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.17% | -0.11% | — | |
| 15 | AMGN | Amgen INC | 股票-医疗保健 | 1.15% | — | — | |
| 16 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.09% | — | — | |
| 17 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.07% | — | — | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.05% | -0.10% | — | |
| 19 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.91% | — | — | |
| 20 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.91% | — | — | |
| 21 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.88% | — | — | |
| 22 | HON | Honeywell International INC | 股票-工业 | 0.85% | — | — | |
| 23 | UL | Unilever PLC | 股票-非周期性消费 | 0.80% | — | — | |
| 24 | BX | Blackstone INC | 股票-金融 | 0.78% | -0.13% | — | |
| 25 | CB | Chubb Limited | 股票-金融 | 0.72% | — | — | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.72% | -0.40% | — | |
| 27 | ITW | Illinois Tool Works | 股票-工业 | 0.71% | — | — | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.66% | — | — | |
| 29 | PFE | Pfizer INC | 股票-医疗保健 | 0.57% | — | — | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.56% | -0.12% | — | |
| 31 | AMD | Advanced Micro Devices | 股票-科技 | 0.56% | — | — | |
| 32 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.56% | — | — | |
| 33 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 0.55% | — | — | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | — | — | |
| 35 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.52% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | -0.07% | — | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | +0.16% | — | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.50% | +0.05% | — | |
| 39 | QCOM | Qualcomm INC | 股票-科技 | 0.48% | — | — | |
| 40 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.48% | — | — | |
| 41 | NFLX | Netflix INC | 股票-通信服务 | 0.47% | — | — | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.43% | — | — | |
| 43 | DTD | Wisdomtree US Total Dividend | ETF-其他 | 0.40% | — | — | |
| 44 | SQZB | Sqz Biotechnologies Co | 股票-其他 | 0.39% | — | — | |
| 45 | RING | Ishares Msci Global Gold Min | ETF-避险与商品 | 0.37% | — | — | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.37% | -0.09% | — | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.33% | — | — | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.32% | -0.08% | — | |
| 49 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.32% | — | — | |
| 50 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.32% | — | — |