CIK: 0001605522
申报总市值
US$2.4亿
仅显示前 200 大持股（共 201 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 11.34% | -0.34% | -1.95% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.08% | -0.29% | +4.37% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 5.03% | +0.26% | +2.50% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 4.86% | +0.26% | +3.20% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.44% | -0.20% | -10.13% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.99% | -0.52% | -4.99% | |
| 7 | GLD | Spdr Gold Shares | ETF-避险与商品 | 3.09% | — | -6.83% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.67% | -0.16% | +39.26% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.57% | +0.50% | -1.21% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.53% | -0.07% | +4.66% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.39% | -0.19% | -4.24% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.38% | — | +2.91% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.12% | — | -0.39% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 2.11% | -0.08% | -3.88% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.93% | -0.20% | -5.01% | |
| 16 | WMT | Walmart INC | 股票-非周期性消费 | 1.73% | +0.23% | +1.46% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.69% | -0.34% | +1.42% | |
| 18 | AXP | American Express Co | 股票-金融 | 1.58% | -0.22% | +2.96% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.46% | -0.06% | +0.52% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 1.24% | -0.08% | -0.34% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.22% | -0.07% | +6.63% | |
| 22 | XLF | Ss Financial Select Sector | ETF-其他 | 1.13% | -0.10% | -15.45% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 1.13% | -0.21% | -0.27% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.06% | — | -13.28% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.03% | +0.11% | +6.86% | |
| 26 | SYK | Stryker CORP | 股票-医疗保健 | 0.92% | — | -0.34% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | +0.37% | -9.85% | |
| 28 | CRM | Salesforce INC | 股票-科技 | 0.87% | -0.27% | +8.27% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.85% | — | -3.50% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.83% | +0.14% | +1.10% | |
| 31 | QCOM | Qualcomm INC | 股票-科技 | 0.83% | -0.21% | +1.47% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | -0.09% | -3.69% | |
| 33 | HD | Home Depot INC | 股票-周期性消费 | 0.80% | — | -0.02% | |
| 34 | TFC | Truist Financial CORP | 股票-金融 | 0.76% | — | +4.94% | |
| 35 | CMI | Cummins INC | 股票-工业 | 0.76% | -0.05% | +2.80% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.74% | -0.05% | -4.64% | |
| 37 | AMGN | Amgen INC | 股票-医疗保健 | 0.69% | +0.07% | -2.14% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | — | +6.37% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.61% | +0.14% | +1.67% | |
| 40 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.61% | +0.07% | -3.58% | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.60% | -0.09% | -3.79% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.57% | — | +0.95% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.56% | +0.16% | -5.77% | |
| 44 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.52% | — | +0.83% | |
| 45 | AMD | Advanced Micro Devices | 股票-科技 | 0.52% | — | +6.86% | |
| 46 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.51% | — | +38.10% | |
| 47 | DE | Deere & Co | 股票-工业 | 0.50% | +0.12% | -9.55% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.48% | +0.19% | -4.64% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.47% | — | +1.94% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.47% | -0.09% | -0.12% |