CIK: 0001764049
申报总市值
US$12.1亿
仅显示前 200 大持股（共 287 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 | 6.85% | +0.46% | -4.69% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.96% | -0.19% | -18.79% | |
| 3 | ✓ | Invesco Qqq Trust | 股票-其他 | 4.03% | — | +0.01% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.49% | -0.74% | -19.33% | |
| 5 | ✓ | NVIDIA Corporation | 股票-其他 | 3.27% | -0.19% | +655.75% | |
| 6 | ✓ | Alphabet Inc. | 股票-其他 | 2.56% | -0.29% | -10.83% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.44% | -0.24% | +2.39% | |
| 8 | ✓ | Ishares Tr Msci USA Qlt Fct | 股票-其他 | 2.06% | — | +9.75% | |
| 9 | PEP | Pepsico INC | 股票-非周期性消费 | 1.99% | +0.11% | +2.67% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.73% | -0.20% | -19.20% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.56% | +0.11% | +3.30% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.43% | — | -3.47% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 1.32% | — | -2.07% | |
| 14 | ✓ | Standard BioTools Inc. | 股票-其他 | 1.32% | — | -0.33% | |
| 15 | ✓ | First Trust ETF TCW Unconstrai | ETF-其他 | 1.30% | — | -2.78% | |
| 16 | ✓ | Alphabet Inc. | 股票-其他 | 1.29% | — | -5.16% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.29% | -0.25% | +1.38% | |
| 18 | ✓ | Costco Wholesale Corporation | 股票-其他 | 1.14% | +0.11% | -2.10% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.12% | +0.48% | -27.10% | |
| 20 | APH | Amphenol Corp-cl A | 股票-科技 | 1.04% | -0.13% | +53.01% | |
| 21 | ✓ | Merck & Co., Inc. | 股票-其他 | 1.04% | +0.17% | -28.50% | |
| 22 | ✓ | J P Morgan Chase And Co | 股票-其他 | 1.03% | -0.24% | -31.22% | |
| 23 | CAT | Caterpillar INC | 股票-工业 | 0.97% | +0.08% | -26.90% | |
| 24 | ✓ | FT S&P 500 Dividend Aristocrat | 股票-其他 | 0.93% | — | +2.89% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 0.93% | — | -24.47% | |
| 26 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.91% | +0.13% | +16.81% | |
| 27 | ✓ | BlackRock, Inc. | 股票-其他 | 0.87% | — | -16.21% | |
| 28 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 0.86% | — | -7.21% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.84% | +0.05% | +2.65% | |
| 30 | ADP | Automatic Data Processing | 股票-科技 | 0.81% | -0.15% | -21.63% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.81% | — | +2.60% | |
| 32 | ✓ | Chubb Limited | 股票-其他 | 0.80% | +0.08% | -26.65% | |
| 33 | ✓ | NextEra Energy, Inc. | 股票-其他 | 0.79% | +0.19% | -24.98% | |
| 34 | ✓ | AbbVie Inc. | 股票-其他 | 0.79% | — | -8.34% | |
| 35 | AMGN | Amgen INC | 股票-医疗保健 | 0.78% | +0.10% | -27.68% | |
| 36 | BND | Vanguard Total Bond Market | ETF-其他 | 0.76% | — | +19.69% | |
| 37 | ✓ | Visa Inc. | 股票-其他 | 0.76% | -0.11% | -1.20% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | +0.25% | -24.63% | |
| 39 | ✓ | UnitedHealth Group Incorporated | 股票-其他 | 0.72% | — | +5.57% | |
| 40 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.71% | +0.19% | -26.38% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.65% | — | +2.08% | |
| 42 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.61% | — | -1.35% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.61% | — | -1.74% | |
| 44 | ✓ | Accenture plc | 股票-其他 | 0.60% | -0.17% | -32.28% | |
| 45 | ✓ | RTX Corporation | 股票-其他 | 0.59% | — | -32.16% | |
| 46 | ✓ | First Trust ETF Muni High Inc | ETF-其他 | 0.56% | +0.27% | -5.78% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工业 | 0.54% | +0.20% | -30.65% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.54% | -0.08% | +0.85% | |
| 49 | ✓ | Ares Capital Corp. | 股票-其他 | 0.52% | — | +4.08% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.51% | — | +14.81% |