CIK: 0001728121
申报总市值
US$9.0亿
仅显示前 200 大持股（共 620 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 | 9.01% | +0.84% | -2.87% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.08% | -0.23% | -0.76% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.11% | +1.35% | -2.31% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.66% | +0.44% | +1.55% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.17% | +0.64% | -0.75% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.01% | — | +1.38% | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.55% | +0.44% | +5.54% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.36% | -0.14% | -3.56% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.19% | — | +5.17% | |
| 10 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.18% | — | +3.97% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.16% | -0.17% | -0.72% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.06% | -0.93% | -7.22% | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.05% | — | +8.53% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.99% | — | +6.38% | |
| 15 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.96% | — | -0.43% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.96% | — | -3.40% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.87% | -0.18% | +0.76% | |
| 18 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.85% | -0.13% | -7.99% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 0.79% | -0.16% | -1.18% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | -0.17% | -5.61% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | -0.14% | -3.54% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | — | -0.01% | |
| 23 | SFST | Southern First Bancshares | 股票-其他 | 0.64% | — | -0.04% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 0.63% | — | -8.56% | |
| 25 | AMGN | Amgen INC | 股票-医疗保健 | 0.63% | — | -0.52% | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 0.60% | +0.37% | +2.02% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | — | +5.88% | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 0.59% | — | -2.82% | |
| 29 | HUBB | Hubbell INC | 股票-工业 | 0.59% | — | +1.45% | |
| 30 | QCOM | Qualcomm INC | 股票-科技 | 0.57% | — | -5.83% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.57% | — | -5.70% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | — | -4.96% | |
| 33 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.51% | — | -11.58% | |
| 34 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.49% | — | -0.22% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.49% | — | +8.89% | |
| 36 | VZ | Verizon Communications INC | 股票-通信服务 | 0.48% | — | +16.44% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.48% | — | -1.39% | |
| 38 | T | At&t INC | 股票-通信服务 | 0.47% | — | -0.29% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.46% | — | -10.88% | |
| 40 | TSLA | Tesla INC | 股票-周期性消费 | 0.45% | +0.21% | -20.44% | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.43% | — | -4.77% | |
| 42 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.43% | — | -0.38% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.41% | — | -2.00% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.40% | — | -12.70% | |
| 45 | CRM | Salesforce INC | 股票-科技 | 0.39% | — | -1.03% | |
| 46 | GE | General Electric | 股票-工业 | 0.35% | — | -3.74% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.35% | +0.25% | +21.41% | |
| 48 | WM | Waste Management INC | 股票-工业 | 0.35% | — | -13.45% | |
| 49 | PM | Philip Morris International | 股票-非周期性消费 | 0.33% | — | +32.01% | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.32% | — | +31.43% |