CIK: 0001999828
申报总市值
US$2.0亿
仅显示前 200 大持股（共 1199 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 | 8.88% | — | -1.82% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.16% | — | +0.75% | |
| 3 | ACIC | American Coastal Insurance C | 股票-其他 | 4.30% | — | +0.04% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.14% | — | -0.57% | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.92% | — | -0.78% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.79% | — | +405.64% | |
| 7 | LECO | Lincoln Electric Holdings | 股票-工业 | 2.50% | — | -4.98% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.30% | — | +0.19% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.19% | — | +1.91% | |
| 10 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.98% | — | +1.07% | |
| 11 | ABBV | Abbvie INC | 股票-医疗保健 | 1.97% | — | +3.29% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.89% | — | -7.08% | |
| 13 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.83% | — | -4.42% | |
| 14 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.79% | — | -0.50% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.30% | — | +12.50% | |
| 16 | ADP | Automatic Data Processing | 股票-科技 | 1.06% | — | +0.15% | |
| 17 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.01% | — | +0.34% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.00% | — | +1.36% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | — | +61.30% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 0.95% | — | +59.78% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.93% | — | +2.32% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.88% | — | +10.70% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.87% | — | +4.91% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.86% | — | -3.99% | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.85% | — | +19.46% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 0.79% | — | +4.32% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.70% | — | -0.07% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.66% | — | -10.43% | |
| 29 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.66% | — | +1.13% | |
| 30 | BX | Blackstone INC | 股票-金融 | 0.62% | — | +0.24% | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 0.59% | — | +7.27% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.59% | — | +1.64% | |
| 33 | NEE | Nextera Energy INC | 股票-公用事业 | 0.58% | — | +0.40% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.57% | — | +2.70% | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.57% | — | +0.76% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.56% | — | +1.03% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | +0.61% | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.54% | — | +33.55% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.54% | — | -0.41% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.53% | — | +1.47% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.49% | — | — | |
| 42 | BSCL | Invesco Bulletshares 2021 Co | ETF-其他 | 0.49% | — | +16.35% | |
| 43 | ✓ | 股票-其他 | 0.48% | — | -29.39% | ||
| 44 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.48% | — | +0.46% | |
| 45 | VLY | Valley National Bancorp | 股票-金融 | 0.46% | — | +11.81% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | — | -3.00% | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.41% | — | +0.12% | |
| 48 | PFE | Pfizer INC | 股票-医疗保健 | 0.41% | — | +1.20% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.40% | — | -3.67% | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.39% | — | — |