CIK: 0001728121
申报总市值
US$9.0亿
仅显示前 200 大持股（共 621 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 | 8.71% | +0.84% | +1.55% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.23% | +0.20% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.42% | — | +4.50% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.07% | +1.35% | -1.51% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.66% | +0.64% | +0.21% | |
| 6 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.48% | — | +6.96% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.17% | — | -2.26% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.16% | — | +1.73% | |
| 9 | T | At&t INC | 股票-通信服务 | 1.09% | — | -1.96% | |
| 10 | ADBE | Adobe INC | 股票-科技 | 1.06% | — | +2.25% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | +0.44% | +4.28% | |
| 12 | VZ | Verizon Communications INC | 股票-通信服务 | 0.98% | — | -2.59% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.89% | -0.18% | +1.11% | |
| 14 | QCOM | Qualcomm INC | 股票-科技 | 0.89% | — | -9.86% | |
| 15 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.86% | — | +8.20% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.80% | — | -0.20% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 0.80% | -0.17% | -2.66% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.78% | -0.17% | -0.26% | |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 0.74% | — | +0.41% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.73% | — | +4.85% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.73% | — | -0.39% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.73% | -0.93% | -4.35% | |
| 23 | PYPL | Paypal Holdings INC | 股票-金融 | 0.70% | — | +3.17% | |
| 24 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.70% | — | +11.27% | |
| 25 | ABBV | Abbvie INC | 股票-医疗保健 | 0.69% | — | +3.75% | |
| 26 | AMGN | Amgen INC | 股票-医疗保健 | 0.65% | — | +1.27% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.65% | — | -0.90% | |
| 28 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.63% | — | -1.35% | |
| 29 | SFST | Southern First Bancshares | 股票-其他 | 0.62% | — | -3.01% | |
| 30 | PFE | Pfizer INC | 股票-医疗保健 | 0.61% | — | -9.05% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.61% | — | +2.25% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 0.59% | — | +3.38% | |
| 33 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.59% | -0.15% | -32.95% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.58% | — | -5.64% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.58% | — | +0.44% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | — | +6.56% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.57% | — | -4.22% | |
| 38 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.57% | -0.13% | +1.01% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | — | +0.49% | |
| 40 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.53% | — | +1.53% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.49% | — | -1.41% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.47% | -0.16% | -3.41% | |
| 43 | AVGO | Broadcom INC | 股票-科技 | 0.47% | — | +9.48% | |
| 44 | CRM | Salesforce INC | 股票-科技 | 0.45% | — | +17.77% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | -0.14% | +8.34% | |
| 46 | NFLX | Netflix INC | 股票-通信服务 | 0.42% | -0.21% | -6.93% | |
| 47 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.40% | — | -17.33% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.40% | — | +0.01% | |
| 49 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.40% | +0.44% | +4.75% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.40% | — | +1.57% |