CIK: 0001751817
申报总市值
US$7.3亿
| # | 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 | META | Meta Platforms Inc-class A | 股票-通信服务 | 14.57% | — | +1.55% | |
| 2 | PFF | Ishares Preferred & Income S | ETF-其他 | 6.15% | — | -0.77% | |
| 3 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 5.22% | — | +2.62% | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 3.89% | — | -20.21% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.46% | — | -2.10% | |
| 6 | ABBV | Abbvie INC | 股票-医疗保健 | 3.39% | — | +0.14% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.91% | — | +19.32% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.78% | — | -2.04% | |
| 9 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 2.55% | — | +12.56% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.42% | — | +14.81% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 2.39% | — | +14.94% | |
| 12 | QCOM | Qualcomm INC | 股票-科技 | 2.13% | — | +13.91% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.08% | — | +0.44% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 1.99% | — | +7.18% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.93% | — | +35.07% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.89% | — | +32.76% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.71% | — | +2648.48% | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 1.71% | — | -0.61% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.70% | — | +0.22% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.69% | — | +24.06% | |
| 21 | XLE | Ss Energy Select Sector | ETF-其他 | 1.62% | — | -0.78% | |
| 22 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-其他 | 1.47% | — | +0.08% | |
| 23 | ADI | Analog Devices INC | 股票-科技 | 1.32% | — | +0.67% | |
| 24 | HD | Home Depot INC | 股票-周期性消费 | 1.32% | — | -0.19% | |
| 25 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.20% | — | -2.27% | |
| 26 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.19% | — | — | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.11% | — | -3.58% | |
| 28 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 1.09% | — | -44.58% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.03% | — | -9.74% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 1.00% | — | -1.79% | |
| 31 | NTNX | Nutanix INC - A | 股票-科技 | 0.98% | — | — | |
| 32 | PM | Philip Morris International | 股票-非周期性消费 | 0.89% | — | -0.74% | |
| 33 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.83% | — | +8.97% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | — | -3.45% | |
| 35 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 0.76% | — | +0.06% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.75% | — | — | |
| 37 | MBB | Ishares Mbs ETF | ETF-其他 | 0.74% | — | -16.82% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.73% | — | +0.50% | |
| 39 | OGN | Organon & Co | 股票-医疗保健 | 0.71% | — | -3.21% | |
| 40 | PEP | Pepsico INC | 股票-非周期性消费 | 0.70% | — | +0.52% | |
| 41 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.68% | — | -1.28% | |
| 42 | CRM | Salesforce INC | 股票-科技 | 0.63% | — | -0.15% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.60% | — | +0.28% | |
| 44 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.57% | — | -4.18% | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.50% | — | -1.27% | |
| 46 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.50% | — | +0.49% | |
| 47 | PYPL | Paypal Holdings INC | 股票-金融 | 0.50% | — | +150.20% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | — | -5.87% | |
| 49 | ✓ | Laboratory CORP Amer Hldgs | 股票-其他 | 0.46% | — | -1.33% | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.45% | — | -1.42% |