CIK: 0001764049
申报总市值
US$12.1亿
仅显示前 200 大持股（共 292 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 | 4.59% | -0.19% | -0.88% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.28% | -0.74% | -0.79% | |
| 3 | ✓ | NVIDIA Corporation | 股票-其他 | 4.01% | -0.19% | +0.14% | |
| 4 | ✓ | Ishares Tr Msci USA Qlt Fct | 股票-其他 | 2.94% | — | +9.25% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.26% | -0.20% | +2.54% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.17% | -0.24% | -4.20% | |
| 7 | ✓ | J P Morgan Chase And Co | 股票-其他 | 2.10% | -0.24% | +3.89% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.91% | +0.13% | +11.33% | |
| 9 | ✓ | Alphabet Inc. | 股票-其他 | 1.79% | -0.29% | -4.02% | |
| 10 | CAT | Caterpillar INC | 股票-工业 | 1.67% | +0.08% | +1.84% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.54% | +0.11% | -5.78% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.49% | -0.25% | +4.91% | |
| 13 | PEP | Pepsico INC | 股票-非周期性消费 | 1.42% | +0.11% | +0.01% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.36% | +0.48% | +1.06% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.35% | +0.05% | +9.37% | |
| 16 | APH | Amphenol Corp-cl A | 股票-科技 | 1.32% | -0.13% | — | |
| 17 | ✓ | 股票-其他 | 1.31% | -0.11% | +1.43% | ||
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.31% | — | +2.38% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.28% | — | -6.04% | |
| 20 | HD | Home Depot INC | 股票-周期性消费 | 1.23% | — | -0.15% | |
| 21 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 1.22% | +0.46% | +0.27% | |
| 22 | ✓ | Chubb Limited | 股票-其他 | 1.21% | +0.08% | +0.81% | |
| 23 | ✓ | Costco Wholesale Corporation | 股票-其他 | 1.19% | +0.11% | -0.37% | |
| 24 | ✓ | FT S&P 500 Dividend Aristocrat | 股票-其他 | 1.17% | — | +0.92% | |
| 25 | ADP | Automatic Data Processing | 股票-科技 | 1.13% | -0.15% | +0.32% | |
| 26 | ✓ | First Trust ETF Muni High Inc | ETF-其他 | 1.13% | +0.27% | +10.64% | |
| 27 | ✓ | RTX Corporation | 股票-其他 | 1.09% | — | -0.11% | |
| 28 | APD | Air Products & Chemicals INC | 股票-原材料 | 1.07% | +0.19% | +2.25% | |
| 29 | ✓ | NextEra Energy, Inc. | 股票-其他 | 0.99% | +0.19% | +1.18% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.98% | +0.25% | -2.04% | |
| 31 | ✓ | Cisco Systems, Inc. | 股票-其他 | 0.94% | — | -0.08% | |
| 32 | ✓ | Palantir Technologies INC | 股票-其他 | 0.93% | -0.09% | -5.72% | |
| 33 | AMGN | Amgen INC | 股票-医疗保健 | 0.92% | +0.10% | +1.04% | |
| 34 | ✓ | Visa Inc. | 股票-其他 | 0.90% | -0.11% | +1.98% | |
| 35 | ✓ | First Trust ETF TCW Unconstrai | ETF-其他 | 0.90% | — | -7.50% | |
| 36 | ✓ | Mastercard Incorporated | 股票-其他 | 0.88% | -0.09% | -0.21% | |
| 37 | ✓ | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.88% | +0.14% | +10.94% | |
| 38 | ✓ | Merck & Co., Inc. | 股票-其他 | 0.87% | +0.17% | +1.97% | |
| 39 | ✓ | Accenture plc | 股票-其他 | 0.85% | -0.17% | +0.06% | |
| 40 | LHX | L3harris Technologies INC | 股票-工业 | 0.81% | +0.13% | -0.06% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工业 | 0.76% | +0.20% | +0.94% | |
| 42 | ✓ | Alphabet Inc. | 股票-其他 | 0.75% | — | -2.99% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.74% | — | +2.84% | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.74% | +0.07% | +0.93% | |
| 45 | ✓ | Ishares Msci Emerging Markets | 股票-其他 | 0.73% | +0.14% | +3.52% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.69% | — | +2.81% | |
| 47 | ✓ | AbbVie Inc. | 股票-其他 | 0.68% | — | +1.66% | |
| 48 | ✓ | ASML Holding N.V. | 股票-其他 | 0.65% | +0.26% | -3.12% | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.65% | — | -2.43% | |
| 50 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.64% | — | +2.69% |