CIK: 0001728121
申报总市值
US$9.0亿
仅显示前 200 大持股（共 630 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 | 9.34% | +0.84% | -1.40% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.55% | -0.23% | +2.60% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.60% | +1.35% | +8.26% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.68% | +0.64% | +1.40% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.66% | +0.44% | +13.28% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.45% | — | +3.88% | |
| 7 | CVX | Chevron CORP | 股票-能源 | 1.33% | -0.17% | +1.97% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.16% | — | -0.80% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.06% | — | -9.16% | |
| 10 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.00% | — | +1.45% | |
| 11 | PEP | Pepsico INC | 股票-非周期性消费 | 0.99% | -0.16% | +0.24% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | -0.14% | +0.53% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.90% | -0.93% | +3.15% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.88% | +0.44% | +3.75% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.88% | — | -0.47% | |
| 16 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.87% | -0.13% | +1.80% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.83% | -0.18% | -0.58% | |
| 18 | QCOM | Qualcomm INC | 股票-科技 | 0.80% | — | -2.40% | |
| 19 | ABBV | Abbvie INC | 股票-医疗保健 | 0.75% | — | -4.21% | |
| 20 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.73% | — | -0.44% | |
| 21 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | — | +0.83% | |
| 22 | PFE | Pfizer INC | 股票-医疗保健 | 0.68% | — | -6.25% | |
| 23 | AVGO | Broadcom INC | 股票-科技 | 0.62% | — | -1.84% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | — | +0.13% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 0.62% | — | -3.42% | |
| 26 | T | At&t INC | 股票-通信服务 | 0.61% | — | -0.96% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.60% | — | -2.63% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.60% | — | +3.55% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | — | -1.33% | |
| 30 | AMGN | Amgen INC | 股票-医疗保健 | 0.58% | — | +1.40% | |
| 31 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.57% | — | -0.43% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | — | -2.93% | |
| 33 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.53% | — | -12.42% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.52% | — | -0.00% | |
| 35 | VZ | Verizon Communications INC | 股票-通信服务 | 0.50% | — | +0.91% | |
| 36 | HUBB | Hubbell INC | 股票-工业 | 0.48% | — | +0.29% | |
| 37 | TSLA | Tesla INC | 股票-周期性消费 | 0.47% | +0.21% | +15.01% | |
| 38 | VDE | Vanguard Energy ETF | ETF-其他 | 0.46% | -0.24% | EXIT | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.46% | — | +102.03% | |
| 40 | CSCO | Cisco Systems INC | 股票-科技 | 0.45% | — | +18.66% | |
| 41 | BA | Boeing Co/the | 股票-工业 | 0.45% | — | +37.29% | |
| 42 | SFST | Southern First Bancshares | 股票-其他 | 0.44% | — | +0.67% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.44% | +0.37% | +3.09% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.41% | — | -1.09% | |
| 45 | WM | Waste Management INC | 股票-工业 | 0.40% | — | -1.19% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.40% | — | +0.03% | |
| 47 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.39% | — | +2.30% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.38% | — | +6.85% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.37% | — | -6.57% | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.37% | — | +1.65% |