CIK: 0001913599
申报总市值
US$1.5亿
仅显示前 200 大持股（共 315 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 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 11.75% | — | -3.58% | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 5.20% | — | +10.39% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.85% | — | +11.25% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.84% | — | -27.74% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.69% | — | -7.96% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.68% | — | +1.80% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.88% | — | +730.33% | |
| 8 | GSY | Invesco Ultra Short Duration | ETF-其他 | 2.88% | — | +5.87% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 2.88% | — | +6.13% | |
| 10 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 2.85% | — | +6.44% | |
| 11 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.25% | — | +3.53% | |
| 12 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.24% | — | — | |
| 13 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 2.09% | — | — | |
| 14 | PM | Philip Morris International | 股票-非周期性消费 | 2.06% | — | — | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.06% | — | +3.08% | |
| 16 | MO | Altria Group INC | 股票-非周期性消费 | 2.03% | — | -5.20% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.99% | — | +2.59% | |
| 18 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.93% | — | -12.44% | |
| 19 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 1.86% | — | — | |
| 20 | PEP | Pepsico INC | 股票-非周期性消费 | 1.80% | — | -14.63% | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 1.77% | — | — | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 1.73% | — | — | |
| 23 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.61% | — | +29.55% | |
| 24 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | 1.35% | — | -4.42% | |
| 25 | TXN | Texas Instruments INC | 股票-科技 | 1.31% | — | +36.49% | |
| 26 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.31% | — | +12.30% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.29% | — | +1040.84% | |
| 28 | AMGN | Amgen INC | 股票-医疗保健 | 1.29% | — | +0.63% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.25% | — | -22.38% | |
| 30 | GSK | GSK plc ADRhedged | 股票-医疗保健 | 1.23% | — | +6.28% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 1.11% | — | +14.30% | |
| 32 | LMT | Lockheed Martin CORP | 股票-工业 | 1.09% | — | — | |
| 33 | RTX | Rtx CORP | 股票-工业 | 1.05% | — | +19.59% | |
| 34 | UPS | United Parcel Service-cl B | 股票-工业 | 0.96% | — | -32.98% | |
| 35 | UNP | Union Pacific CORP | 股票-工业 | 0.95% | — | -24.14% | |
| 36 | TGT | Target CORP | 股票-周期性消费 | 0.93% | — | +69.10% | |
| 37 | MMM | 3m Co | 股票-工业 | 0.91% | — | +1.52% | |
| 38 | QCOM | Qualcomm INC | 股票-科技 | 0.81% | — | -21.19% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | — | +21.17% | |
| 40 | HON | Honeywell International INC | 股票-工业 | 0.77% | — | +2.23% | |
| 41 | CAT | Caterpillar INC | 股票-工业 | 0.75% | — | -13.85% | |
| 42 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.65% | — | — | |
| 43 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.58% | — | -28.63% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.45% | — | +0.03% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.43% | — | — | |
| 46 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.39% | — | — | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.33% | — | — | |
| 48 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.32% | — | +7.03% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.15% | — | -1.32% | |
| 50 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.13% | — | -2.40% |