CIK: 0001962685
申报总市值
US$1.2亿
| # | 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 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 7.27% | +0.53% | +1.11% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 3.83% | +1.24% | +13.28% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.82% | — | -5.59% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.45% | -0.73% | -1.62% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.37% | -0.12% | -28.76% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.02% | -0.30% | -3.23% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.00% | +0.69% | +0.33% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.88% | +0.81% | +7.94% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.69% | +0.47% | +2.42% | |
| 10 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 2.50% | — | +0.04% | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 2.45% | — | +0.33% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.34% | — | +0.90% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.17% | — | +222.19% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.03% | -0.32% | +10.93% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.91% | -0.20% | +0.08% | |
| 16 | APD | Air Products & Chemicals INC | 股票-原材料 | 1.83% | — | +0.17% | |
| 17 | NEE | Nextera Energy INC | 股票-公用事业 | 1.81% | — | +0.54% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.68% | -0.11% | +0.03% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.63% | -0.20% | +2.14% | |
| 20 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.43% | -0.19% | +2.41% | |
| 21 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.39% | — | +3.23% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.39% | — | +0.41% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.37% | -0.17% | -2.07% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.26% | — | +0.10% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.25% | — | +3.19% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 1.21% | -0.08% | -0.30% | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 1.21% | -0.36% | +0.08% | |
| 28 | HD | Home Depot INC | 股票-周期性消费 | 1.19% | — | +0.54% | |
| 29 | VTV | Vanguard Value ETF | ETF-其他 | 1.14% | -0.26% | +0.32% | |
| 30 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.06% | — | +0.11% | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.99% | — | +0.27% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.97% | — | +0.83% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.95% | — | -12.49% | |
| 34 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.91% | — | -9.09% | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.89% | — | +5.99% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.89% | -0.20% | -1.16% | |
| 37 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.88% | -0.17% | +5.34% | |
| 38 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.84% | -0.19% | -12.09% | |
| 39 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.83% | — | +0.39% | |
| 40 | ADP | Automatic Data Processing | 股票-科技 | 0.83% | — | +5.67% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.83% | — | -3.02% | |
| 42 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.74% | — | +5.57% | |
| 43 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.74% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.73% | — | +16.47% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.71% | — | +0.22% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.69% | +0.72% | +2.52% | |
| 47 | ABBV | Abbvie INC | 股票-医疗保健 | 0.67% | — | +9.03% | |
| 48 | XLF | Ss Financial Select Sector | ETF-其他 | 0.66% | — | -4.98% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | — | +0.06% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | — | +6.87% |