CIK: 0001766328
申报总市值
US$2.2亿
仅显示前 200 大持股（共 213 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 | IAUUSD | Ishares Gold Trust | ETF-避险与商品 | 6.62% | — | -3.75% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.65% | -0.28% | +191.47% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.27% | +0.01% | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.99% | -0.77% | -22.95% | |
| 5 | WMT | Walmart INC | 股票-非周期性消费 | 3.20% | +0.18% | -14.93% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.69% | +0.44% | +22.94% | |
| 7 | INTC | Intel CORP | 股票-科技 | 2.64% | — | -8.44% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.64% | +0.08% | +538.39% | |
| 9 | VZ | Verizon Communications INC | 股票-通信服务 | 2.53% | — | +2.04% | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 2.44% | -0.41% | -0.66% | |
| 11 | PFE | Pfizer INC | 股票-医疗保健 | 2.39% | +0.26% | +31.44% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.28% | -0.31% | -14.48% | |
| 13 | CSX | Csx CORP | 股票-工业 | 2.14% | +0.33% | -5.86% | |
| 14 | HON | Honeywell International INC | 股票-工业 | 1.91% | +0.36% | +7.90% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.87% | -0.40% | -6.84% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.85% | +0.09% | -20.41% | |
| 17 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.83% | +0.10% | +0.02% | |
| 18 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.73% | -0.10% | +33.16% | |
| 19 | CSCO | Cisco Systems INC | 股票-科技 | 1.72% | — | +14.22% | |
| 20 | HD | Home Depot INC | 股票-周期性消费 | 1.71% | — | -9.16% | |
| 21 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.67% | -0.13% | -6.45% | |
| 22 | WM | Waste Management INC | 股票-工业 | 1.63% | +0.13% | -6.47% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.50% | -0.28% | +129.72% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.50% | +0.22% | +53.20% | |
| 25 | AXP | American Express Co | 股票-金融 | 1.42% | -0.28% | -2.22% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 1.38% | — | +23.71% | |
| 27 | COP | Conocophillips | 股票-能源 | 1.32% | +0.47% | -0.16% | |
| 28 | TMUS | T-mobile US INC | 股票-通信服务 | 1.29% | — | +13.30% | |
| 29 | AMGN | Amgen INC | 股票-医疗保健 | 1.16% | +0.06% | -8.81% | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.10% | -0.15% | — | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.07% | +0.13% | -12.19% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | -0.13% | — | |
| 33 | PEP | Pepsico INC | 股票-非周期性消费 | 1.03% | +0.22% | -4.54% | |
| 34 | GIS | General Mills INC | 股票-非周期性消费 | 1.02% | -0.13% | -8.42% | |
| 35 | USB | US Bancorp | 股票-金融 | 0.99% | — | -18.72% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.94% | — | +44.07% | |
| 37 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.92% | -0.07% | — | |
| 38 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.85% | — | -16.52% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.85% | -0.05% | -13.62% | |
| 40 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.82% | — | +5.72% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.82% | +0.53% | +3.11% | |
| 42 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.77% | — | -8.73% | |
| 43 | CLX | Clorox Company | 股票-非周期性消费 | 0.77% | — | -11.59% | |
| 44 | ETN | Eaton Corporation plc | 股票-工业 | 0.76% | +0.14% | +2.42% | |
| 45 | DE | Deere & Co | 股票-工业 | 0.76% | +0.08% | +3.18% | |
| 46 | ADBE | Adobe INC | 股票-科技 | 0.67% | -0.42% | -16.70% | |
| 47 | MMM | 3m Co | 股票-工业 | 0.63% | — | +205.77% | |
| 48 | MO | Altria Group INC | 股票-非周期性消费 | 0.59% | — | -21.91% | |
| 49 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.55% | — | -13.79% | |
| 50 | NSC | Norfolk Southern CORP | 股票-工业 | 0.54% | — | -6.95% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHP | Schwab U.s. Tips ETF | +2.2% | +538.39% | 加仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.9% | +129.72% | 加仓 |
| 3 | AAPL | Apple INC | +0.6% | +191.47% | 加仓 |
| 4 | TMUS | T-mobile US INC | +0.5% | +13.30% | 加仓 |
| 5 | MMM | 3m Co | +0.4% | +205.77% | 加仓 |
| 6 | KO | Coca-cola Co/the | +0.3% | +53.20% | 加仓 |
| 7 | DIS | Walt Disney Co/the | +0.3% | +44.07% | 加仓 |
| 8 | JNJ | Johnson & Johnson | +0.3% | +22.94% | 加仓 |
| 9 | DE | Deere & Co | +0.2% | +3.18% | 加仓 |
| 10 | HON | Honeywell International INC | +0.2% | +7.90% | 加仓 |
| 11 | IAUUSD | Ishares Gold Trust | +0.2% | -3.75% | 减仓 |
| 12 | PFE | Pfizer INC | +0.1% | +31.44% | 加仓 |
| 13 | ORCL | Oracle CORP | +0.1% | -0.66% | 减仓 |
| 14 | CVS | Cvs Health CORP | +0.1% | +33.16% | 加仓 |
| 15 | ETN | Eaton Corporation plc | +0.1% | +2.42% | 加仓 |
| 16 | LLY | Eli Lilly & Co | 0% | -6.84% | 减仓 |
| 17 | NVO | Novo-nordisk A/s-spons Adr | 0% | — | 不变 |
| 18 | CSX | Csx CORP | 0% | -5.86% | 减仓 |
| 19 | IBM | Intl Business Machines CORP | 0% | +23.71% | 加仓 |
| 20 | UNH | Unitedhealth Group INC | -0.1% | -6.45% | 减仓 |
| 21 | HD | Home Depot INC | -0.1% | -9.16% | 减仓 |
| 22 | SLB | Slb LTD | -0.2% | -87.36% | 减仓 |
| 23 | BNY | Bank Of New York Mellon CORP | -0.3% | -13.79% | 减仓 |
| 24 | MSFT | Microsoft CORP | -0.4% | -22.95% | 减仓 |
| 25 | AMGN | Amgen INC | -0.4% | -8.81% | 减仓 |
| 26 | MO | Altria Group INC | -0.5% | -21.91% | 减仓 |
| 27 | CVX | Chevron CORP | -0.5% | +3.11% | 加仓 |
| 28 | MRK | Merck & Co. INC. | -0.6% | +0.02% | 加仓 |
| 29 | PG | Procter & Gamble Co/the | -0.6% | -20.41% | 减仓 |
| 30 | RDS-A | Shell Plc-spon Adr-a | -0.7% | -42.70% | 减仓 |
| 31 | BA | Boeing Co/the | -0.8% | -73.55% | 减仓 |
| 32 | USB | US Bancorp | -0.8% | -18.72% | 减仓 |
| 33 | WFC | Wells Fargo & Co | -1.1% | -45.65% | 减仓 |
| 34 | JPM | Jpmorgan Chase & Co | -1.2% | -14.48% | 减仓 |
| 35 | COP | Conocophillips | -1.2% | -0.16% | 减仓 |
| 36 | INTC | Intel CORP | -1.4% | -8.44% | 减仓 |
| 37 | XOM | Exxon Mobil CORP | -2% | -80.51% | 减仓 |
| 38 | T | At&t INC | -2.2% | -97.27% | 减仓 |
| 39 | SCHF | Schwab Intl Equity ETF | — | NEW | 新建仓 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新建仓 |
| 41 | AMZN | Amazon.com INC | — | NEW | 新建仓 |
| 42 | UTXZ | United Tech CORP | — | EXIT | 清仓 |
| 43 | SCHG | Schwab US Large-cap Growth | — | NEW | 新建仓 |
| 44 | MDT | Medtronic plc | — | NEW | 新建仓 |
| 45 | NEE | Nextera Energy INC | — | NEW | 新建仓 |
| 46 | SCHD | Schwab US Dvd Equity ETF | — | NEW | 新建仓 |
| 47 | RTX | Rtx CORP | — | NEW | 新建仓 |
| 48 | AME | Ametek INC | — | EXIT | 清仓 |
| 49 | GS | Goldman Sachs Group INC | — | NEW | 新建仓 |
| 50 | ADP | Automatic Data Processing | — | NEW | 新建仓 |