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 | 9.22% | +0.84% | -1.23% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.71% | -0.23% | -0.59% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.22% | +1.35% | +0.02% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.44% | +0.44% | +6.57% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.20% | +0.64% | +3.03% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.82% | — | -1.87% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.42% | -0.14% | +1066.07% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 1.38% | -0.17% | +2.14% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.34% | +0.44% | -0.16% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.08% | -0.93% | +4.27% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.07% | — | -16.00% | |
| 12 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.06% | — | -2.25% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.01% | — | -10.80% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.90% | — | +0.49% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | -0.14% | -8.67% | |
| 16 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.87% | — | +6.47% | |
| 17 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.85% | -0.13% | -2.40% | |
| 18 | PEP | Pepsico INC | 股票-非周期性消费 | 0.85% | -0.16% | -2.46% | |
| 19 | AVGO | Broadcom INC | 股票-科技 | 0.81% | — | +20.49% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.78% | -0.18% | -14.58% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.75% | -0.17% | +38.51% | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 0.64% | — | -0.01% | |
| 23 | TSLA | Tesla INC | 股票-周期性消费 | 0.62% | +0.21% | -2.24% | |
| 24 | HUBB | Hubbell INC | 股票-工业 | 0.60% | — | +1.83% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | — | -16.51% | |
| 26 | AMGN | Amgen INC | 股票-医疗保健 | 0.59% | — | -1.63% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.58% | — | +0.49% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | — | -0.05% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.57% | — | -6.95% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.56% | — | +0.66% | |
| 31 | PFE | Pfizer INC | 股票-医疗保健 | 0.54% | — | -2.29% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | — | +0.45% | |
| 33 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.52% | — | +0.75% | |
| 34 | QCOM | Qualcomm INC | 股票-科技 | 0.52% | — | -4.39% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.51% | — | +7.25% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.51% | — | +4.04% | |
| 37 | SFST | Southern First Bancshares | 股票-其他 | 0.48% | — | +0.75% | |
| 38 | ABBV | Abbvie INC | 股票-医疗保健 | 0.47% | — | -2.77% | |
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 0.46% | +0.37% | -5.70% | |
| 40 | CAT | Caterpillar INC | 股票-工业 | 0.45% | — | -4.06% | |
| 41 | VDE | Vanguard Energy ETF | ETF-其他 | 0.45% | -0.24% | EXIT | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.43% | — | +2.08% | |
| 43 | T | At&t INC | 股票-通信服务 | 0.42% | — | -9.75% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.40% | — | +4.38% | |
| 45 | CSCO | Cisco Systems INC | 股票-科技 | 0.39% | — | +0.40% | |
| 46 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.39% | — | -20.98% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.38% | — | +4.02% | |
| 48 | DE | Deere & Co | 股票-工业 | 0.37% | — | -0.56% | |
| 49 | WM | Waste Management INC | 股票-工业 | 0.36% | — | -2.31% | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.35% | — | -0.55% |