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 | 6.22% | +0.53% | +2.37% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 5.90% | +1.24% | +10.45% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.23% | -0.30% | +4.84% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.35% | +0.81% | +8.99% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 4.26% | -0.41% | +45.91% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.50% | -0.73% | +0.67% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.14% | -0.12% | +5.92% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.86% | — | +0.21% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.76% | -0.32% | +6.87% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.50% | +0.69% | — | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.30% | -0.08% | +885.05% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.18% | +0.47% | +22.37% | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.97% | — | +0.36% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.82% | — | — | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.79% | -0.11% | +0.33% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.79% | — | -0.13% | |
| 17 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.72% | -0.19% | +7.28% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.71% | -0.20% | +4.42% | |
| 19 | ADP | Automatic Data Processing | 股票-科技 | 1.48% | — | -10.61% | |
| 20 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.32% | — | +1.05% | |
| 21 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.29% | -0.20% | +0.96% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.18% | — | -0.09% | |
| 23 | NEE | Nextera Energy INC | 股票-公用事业 | 1.16% | — | +1.49% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.07% | — | -0.59% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.06% | — | +1.40% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 1.05% | -0.36% | — | |
| 27 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.03% | — | +0.02% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.03% | -0.17% | +6.14% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.98% | — | -2.33% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.98% | — | +2.81% | |
| 31 | AVGO | Broadcom INC | 股票-科技 | 0.97% | -0.20% | -0.38% | |
| 32 | VTV | Vanguard Value ETF | ETF-其他 | 0.96% | -0.26% | +1.81% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.95% | — | +9.65% | |
| 34 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.95% | — | +0.56% | |
| 35 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.94% | — | +1.47% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.87% | -0.17% | -1.19% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.82% | — | +2.49% | |
| 38 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.76% | — | +0.03% | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.71% | -0.19% | +0.07% | |
| 40 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.70% | — | +1.87% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.67% | -0.16% | -0.94% | |
| 42 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.66% | — | +38.11% | |
| 43 | ABBV | Abbvie INC | 股票-医疗保健 | 0.62% | — | +3.28% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.62% | — | +15.94% | |
| 45 | XLF | Ss Financial Select Sector | ETF-其他 | 0.58% | — | +2.17% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.56% | — | -2.39% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.56% | +0.72% | +10.09% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | — | +9.26% | |
| 49 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.55% | — | -0.04% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.52% | — | +0.29% |