CIK: 0001999828
申报总市值
US$2.0亿
仅显示前 200 大持股（共 1313 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 | 9.16% | — | -0.64% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.80% | — | +0.32% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.06% | — | -0.53% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.65% | — | +0.82% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.64% | — | -0.15% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.51% | — | +0.05% | |
| 7 | LECO | Lincoln Electric Holdings | 股票-工业 | 2.49% | — | — | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.13% | — | -1.67% | |
| 9 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.86% | — | +1.45% | |
| 10 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.68% | — | +0.03% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.67% | — | -0.57% | |
| 12 | ABBV | Abbvie INC | 股票-医疗保健 | 1.65% | — | +1.26% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.48% | — | +0.71% | |
| 14 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.41% | — | +0.07% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.36% | — | +1.42% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.32% | — | +0.15% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.27% | — | +0.48% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 1.23% | — | +0.56% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.21% | — | -2.40% | |
| 20 | ACIC | American Coastal Insurance C | 股票-其他 | 1.06% | — | +0.00% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.04% | — | +17.48% | |
| 22 | BX | Blackstone INC | 股票-金融 | 1.04% | — | -0.68% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.01% | — | -0.28% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.97% | — | +0.00% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 0.93% | — | +1.09% | |
| 26 | ADP | Automatic Data Processing | 股票-科技 | 0.91% | — | +0.02% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.82% | — | +0.12% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.80% | — | +1.72% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.75% | — | -0.02% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.74% | — | -0.40% | |
| 31 | TSLA | Tesla INC | 股票-周期性消费 | 0.68% | — | +0.81% | |
| 32 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.67% | — | +0.06% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | — | +0.19% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.60% | — | +5.06% | |
| 35 | VLY | Valley National Bancorp | 股票-金融 | 0.58% | — | — | |
| 36 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.56% | — | +0.14% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.56% | — | +0.01% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.54% | — | +4.18% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | — | +1.43% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | — | — | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.45% | — | -0.13% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.44% | — | -1.85% | |
| 43 | NEE | Nextera Energy INC | 股票-公用事业 | 0.44% | — | +0.07% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | — | +0.42% | |
| 45 | VZ | Verizon Communications INC | 股票-通信服务 | 0.38% | — | +0.36% | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.38% | — | -2.07% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.37% | — | +4.65% | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.36% | — | +0.24% | |
| 49 | TXN | Texas Instruments INC | 股票-科技 | 0.36% | — | +0.12% | |
| 50 | PEP | Pepsico INC | 股票-非周期性消费 | 0.34% | — | +2.47% |