CIK: 0001764049
申报总市值
US$12.1亿
仅显示前 200 大持股（共 283 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 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 6.40% | +0.46% | -3.41% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.54% | -0.19% | +2.59% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.77% | -0.74% | +18.84% | |
| 4 | ✓ | Invesco Qqq Trust | 股票-其他 | 3.46% | — | -1.08% | |
| 5 | ✓ | NVIDIA Corporation | 股票-其他 | 2.93% | -0.19% | +28.57% | |
| 6 | ✓ | Alphabet Inc. | 股票-其他 | 2.21% | -0.29% | +20.37% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.04% | -0.24% | -0.66% | |
| 8 | PEP | Pepsico INC | 股票-非周期性消费 | 1.90% | +0.11% | +5.34% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.85% | -0.20% | +37.08% | |
| 10 | ✓ | Ishares Tr Msci USA Qlt Fct | 股票-其他 | 1.68% | — | +8.51% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.44% | +0.11% | +2.34% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 1.44% | +0.48% | +61.69% | |
| 13 | ✓ | Merck & Co., Inc. | 股票-其他 | 1.43% | +0.17% | +44.99% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.40% | — | -1.68% | |
| 15 | ✓ | J P Morgan Chase And Co | 股票-其他 | 1.37% | -0.24% | +55.32% | |
| 16 | CAT | Caterpillar INC | 股票-工业 | 1.36% | +0.08% | +68.46% | |
| 17 | ✓ | Standard BioTools Inc. | 股票-其他 | 1.27% | — | -0.70% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.27% | — | -1.55% | |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 1.27% | — | +50.16% | |
| 20 | ✓ | First Trust ETF TCW Unconstrai | ETF-其他 | 1.25% | — | -0.17% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.22% | -0.25% | +0.76% | |
| 22 | APH | Amphenol Corp-cl A | 股票-科技 | 1.08% | -0.13% | +0.14% | |
| 23 | ✓ | Alphabet Inc. | 股票-其他 | 1.05% | — | -1.54% | |
| 24 | ✓ | Chubb Limited | 股票-其他 | 1.03% | +0.08% | +76.29% | |
| 25 | ✓ | BlackRock, Inc. | 股票-其他 | 1.02% | — | +28.72% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.01% | +0.25% | +63.69% | |
| 27 | ADP | Automatic Data Processing | 股票-科技 | 1.00% | -0.15% | +66.36% | |
| 28 | ✓ | Accenture plc | 股票-其他 | 0.94% | -0.17% | +76.11% | |
| 29 | ✓ | Costco Wholesale Corporation | 股票-其他 | 0.93% | +0.11% | -6.08% | |
| 30 | AMGN | Amgen INC | 股票-医疗保健 | 0.91% | +0.10% | +84.48% | |
| 31 | ✓ | FT S&P 500 Dividend Aristocrat | 股票-其他 | 0.89% | — | +0.63% | |
| 32 | ✓ | NextEra Energy, Inc. | 股票-其他 | 0.88% | +0.19% | +68.20% | |
| 33 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 0.88% | — | -0.26% | |
| 34 | ✓ | AbbVie Inc. | 股票-其他 | 0.85% | — | +13.13% | |
| 35 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.83% | +0.19% | +76.08% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.78% | +0.05% | +2.79% | |
| 37 | ✓ | RTX Corporation | 股票-其他 | 0.78% | — | +61.40% | |
| 38 | ✓ | Visa Inc. | 股票-其他 | 0.76% | -0.11% | -2.97% | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.75% | +0.13% | +5.53% | |
| 40 | ✓ | Mastercard Incorporated | 股票-其他 | 0.74% | -0.09% | +67.86% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.72% | — | +14.04% | |
| 42 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.71% | +0.06% | +98.88% | |
| 43 | LMT | Lockheed Martin CORP | 股票-工业 | 0.71% | +0.20% | +65.25% | |
| 44 | ✓ | Cisco Systems, Inc. | 股票-其他 | 0.69% | — | +86.91% | |
| 45 | HON | Honeywell International INC | 股票-工业 | 0.66% | — | +81.12% | |
| 46 | VMC | Vulcan Materials Co | 股票-原材料 | 0.63% | — | +123.29% | |
| 47 | ✓ | UnitedHealth Group Incorporated | 股票-其他 | 0.61% | — | -0.95% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.61% | — | +446.98% | |
| 49 | BND | Vanguard Total Bond Market | ETF-其他 | 0.60% | — | +2.66% | |
| 50 | ✓ | ASML Holding N.V. | 股票-其他 | 0.57% | +0.26% | +92.77% |