CIK: 0001999828
申报总市值
US$2.0亿
仅显示前 200 大持股（共 1658 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 | 8.23% | — | +0.81% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.60% | — | -1.12% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.14% | — | +10.14% | |
| 4 | LECO | Lincoln Electric Holdings | 股票-工业 | 2.78% | — | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.70% | — | +9.40% | |
| 6 | ABBV | Abbvie INC | 股票-医疗保健 | 2.63% | — | +0.24% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.57% | — | -0.65% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.54% | — | +10.89% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | — | -1.53% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.97% | — | -0.85% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.88% | — | +10.52% | |
| 12 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 1.79% | — | +0.30% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.71% | — | -0.90% | |
| 14 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.57% | — | +0.01% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.57% | — | +11.29% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.46% | — | -2.03% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.34% | — | +2.99% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.26% | — | -0.88% | |
| 19 | ADP | Automatic Data Processing | 股票-科技 | 1.12% | — | — | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 1.04% | — | +1.62% | |
| 21 | HD | Home Depot INC | 股票-周期性消费 | 1.03% | — | -3.85% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.95% | — | +0.62% | |
| 23 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.91% | — | -1.89% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.76% | — | +8.93% | |
| 25 | BX | Blackstone INC | 股票-金融 | 0.72% | — | +2.34% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.68% | — | -0.65% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.68% | — | -0.06% | |
| 28 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.68% | — | +0.16% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.65% | — | -0.12% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.59% | — | -24.15% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.58% | — | -9.78% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.53% | — | — | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.53% | — | -3.73% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | — | -8.54% | |
| 35 | NEE | Nextera Energy INC | 股票-公用事业 | 0.51% | — | +2.73% | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.50% | — | +2.02% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.49% | — | -9.55% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.49% | — | -0.85% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.47% | — | +5.77% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | +1.34% | |
| 41 | PFE | Pfizer INC | 股票-医疗保健 | 0.42% | — | -9.70% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.40% | — | -6.28% | |
| 43 | DE | Deere & Co | 股票-工业 | 0.40% | — | -12.55% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.39% | — | -4.51% | |
| 45 | CAT | Caterpillar INC | 股票-工业 | 0.39% | — | -7.24% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.38% | — | — | |
| 47 | LMT | Lockheed Martin CORP | 股票-工业 | 0.38% | — | -9.96% | |
| 48 | VLY | Valley National Bancorp | 股票-金融 | 0.38% | — | — | |
| 49 | CI | THE Cigna Group | 股票-医疗保健 | 0.37% | — | — | |
| 50 | PMAR | Innovator U.s. Equity Power | ETF-其他 | 0.36% | — | -0.01% |