CIK: 0001999828
申报总市值
US$2.0亿
仅显示前 200 大持股（共 1189 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 | 8.08% | — | +1.44% | |
| 2 | ACIC | American Coastal Insurance C | 股票-其他 | 6.82% | — | — | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.49% | — | -5.56% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.27% | — | +0.94% | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 3.19% | — | +5.62% | |
| 6 | LECO | Lincoln Electric Holdings | 股票-工业 | 2.97% | — | — | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.27% | — | +0.40% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.25% | — | +2.41% | |
| 9 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 2.04% | — | -2.47% | |
| 10 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.92% | — | -3.18% | |
| 11 | ABBV | Abbvie INC | 股票-医疗保健 | 1.85% | — | +0.06% | |
| 12 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.84% | — | +0.08% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.45% | — | -0.99% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.43% | — | -0.22% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.17% | — | +1.48% | |
| 16 | ADP | Automatic Data Processing | 股票-科技 | 1.16% | — | +0.03% | |
| 17 | ✓ | 股票-其他 | 1.02% | — | -4.72% | ||
| 18 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.00% | — | -0.26% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.93% | — | -0.50% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.93% | — | -2.15% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.85% | — | +0.24% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.84% | — | +0.37% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.72% | — | +0.19% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.71% | — | -9.04% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.70% | — | +1.06% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.70% | — | +0.29% | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 0.65% | — | -4.47% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.64% | — | +0.25% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | — | +4.80% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | — | -3.99% | |
| 31 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.57% | — | +0.14% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.56% | — | — | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 0.56% | — | +0.94% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.54% | — | +1.29% | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.52% | — | +0.43% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.51% | — | -5.58% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.50% | — | +1.52% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | — | +0.97% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.49% | — | +3.38% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.49% | — | +4.05% | |
| 41 | PFE | Pfizer INC | 股票-医疗保健 | 0.47% | — | -2.02% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.45% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | — | +0.77% | |
| 44 | NEE | Nextera Energy INC | 股票-公用事业 | 0.43% | — | +0.21% | |
| 45 | BX | Blackstone INC | 股票-金融 | 0.41% | — | +5.19% | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.38% | — | — | |
| 47 | MO | Altria Group INC | 股票-非周期性消费 | 0.36% | — | -0.86% | |
| 48 | UNP | Union Pacific CORP | 股票-工业 | 0.34% | — | -5.56% | |
| 49 | CAT | Caterpillar INC | 股票-工业 | 0.33% | — | +0.15% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.32% | — | +0.23% |