CIK: 0001999828
申报总市值
US$2.0亿
仅显示前 200 大持股（共 1167 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 | 9.24% | — | +6.90% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.82% | — | +0.45% | |
| 3 | ACIC | American Coastal Insurance C | 股票-其他 | 4.78% | — | — | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.24% | — | -0.04% | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 3.17% | — | +4.90% | |
| 6 | LECO | Lincoln Electric Holdings | 股票-工业 | 3.00% | — | — | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.43% | — | +5.15% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.08% | — | +0.08% | |
| 9 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.99% | — | +6.23% | |
| 10 | ABBV | Abbvie INC | 股票-医疗保健 | 1.80% | — | +0.11% | |
| 11 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.76% | — | — | |
| 12 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.75% | — | -0.03% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.75% | — | +0.96% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.30% | — | -0.19% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.09% | — | -0.46% | |
| 16 | ADP | Automatic Data Processing | 股票-科技 | 1.08% | — | — | |
| 17 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.97% | — | — | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.89% | — | +0.31% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.86% | — | +51.13% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.86% | — | — | |
| 21 | ✓ | 股票-其他 | 0.83% | — | -1.32% | ||
| 22 | BAC | Bank Of America CORP | 股票-金融 | 0.80% | — | +1.82% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | — | +1.94% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.76% | — | -0.74% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.75% | — | -6.74% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.73% | — | — | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 0.72% | — | +0.20% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.67% | — | — | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.64% | — | — | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.63% | — | — | |
| 31 | BX | Blackstone INC | 股票-金融 | 0.62% | — | +7.16% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.60% | — | +25.77% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.56% | — | +0.06% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.56% | — | +2.74% | |
| 35 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.54% | — | — | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.54% | — | +0.51% | |
| 37 | VLY | Valley National Bancorp | 股票-金融 | 0.53% | — | — | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | — | — | |
| 39 | VZ | Verizon Communications INC | 股票-通信服务 | 0.51% | — | +0.02% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.51% | — | -0.35% | |
| 41 | NEE | Nextera Energy INC | 股票-公用事业 | 0.47% | — | — | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.47% | — | -2.19% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | — | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | — | -1.66% | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.44% | — | -0.34% | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.44% | — | -0.13% | |
| 47 | TFC | Truist Financial CORP | 股票-金融 | 0.43% | — | +231.84% | |
| 48 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.42% | — | — | |
| 49 | PFE | Pfizer INC | 股票-医疗保健 | 0.39% | — | -1.68% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.38% | — | +1.41% |