CIK: 0001999828
申报总市值
US$2.0亿
仅显示前 200 大持股（共 1132 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 | ACIC | American Coastal Insurance C | 股票-其他 | 7.87% | — | — | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 7.77% | — | -18.33% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.39% | — | +112.72% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.16% | — | +51.72% | |
| 5 | LECO | Lincoln Electric Holdings | 股票-工业 | 3.08% | — | — | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 3.02% | — | -5.49% | |
| 7 | ABBV | Abbvie INC | 股票-医疗保健 | 2.34% | — | +677.65% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.30% | — | +99.50% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.10% | — | -16.63% | |
| 10 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.04% | — | +271.32% | |
| 11 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.99% | — | -7.73% | |
| 12 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.84% | — | +675.39% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.39% | — | +283.57% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.36% | — | +1.94% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.14% | — | +28.75% | |
| 16 | ✓ | 股票-其他 | 1.09% | — | -27.71% | ||
| 17 | ADP | Automatic Data Processing | 股票-科技 | 1.05% | — | +419.46% | |
| 18 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.02% | — | +159.94% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.96% | — | +16.07% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.91% | — | +0.60% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.83% | — | +134.91% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.78% | — | +6.38% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.78% | — | +7.34% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.71% | — | +0.99% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.69% | — | +28.36% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.68% | — | +68.89% | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 0.67% | — | +1.51% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.67% | — | +187.81% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | — | +0.64% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | — | -4.08% | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 0.58% | — | +9.53% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.58% | — | -22.67% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.55% | — | +252.00% | |
| 34 | PFE | Pfizer INC | 股票-医疗保健 | 0.55% | — | +1.46% | |
| 35 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.53% | — | +129.37% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | — | +62.89% | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.50% | — | +3.18% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | -0.08% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.48% | — | -7.71% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | — | +0.60% | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.45% | — | -5.39% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.43% | — | -3.43% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.43% | — | +9.79% | |
| 44 | NEE | Nextera Energy INC | 股票-公用事业 | 0.42% | — | +1.32% | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.39% | — | +172.26% | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.38% | — | -15.57% | |
| 47 | BX | Blackstone INC | 股票-金融 | 0.37% | — | +213.95% | |
| 48 | CI | THE Cigna Group | 股票-医疗保健 | 0.36% | — | +409.76% | |
| 49 | MO | Altria Group INC | 股票-非周期性消费 | 0.35% | — | -9.98% | |
| 50 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.35% | — | -0.12% |