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 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 6.85% | +1.24% | +8.39% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 6.24% | +0.53% | +4.57% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 5.69% | -0.30% | +0.08% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.92% | +0.81% | -0.49% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.08% | -0.73% | -0.42% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.99% | -0.08% | +31.58% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.98% | -0.12% | +19.99% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.27% | +0.69% | — | |
| 9 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 2.08% | -0.19% | +2.04% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.02% | -0.32% | -7.87% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 2.02% | -0.41% | +16.48% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.99% | +0.50% | +6.40% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.87% | — | +3.29% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.87% | -0.20% | +0.09% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.84% | +0.47% | +0.20% | |
| 16 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 1.73% | +0.82% | +0.22% | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.69% | — | +0.20% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.63% | — | — | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.62% | — | — | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.58% | -0.11% | +6.50% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.36% | — | +7.99% | |
| 22 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.20% | -0.20% | +0.19% | |
| 23 | ADP | Automatic Data Processing | 股票-科技 | 1.16% | — | -1.04% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.05% | -0.17% | +10.56% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 1.04% | -0.20% | -1.29% | |
| 26 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.02% | — | +20.07% | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.92% | — | +16.91% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.91% | — | +1.13% | |
| 29 | VUG | Vanguard Growth ETF | ETF-其他 | 0.87% | -0.36% | — | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.86% | -0.16% | +12.44% | |
| 31 | NEE | Nextera Energy INC | 股票-公用事业 | 0.85% | — | -0.06% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.84% | — | +14.06% | |
| 33 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 0.84% | +0.45% | +24.69% | |
| 34 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.80% | — | +1.47% | |
| 35 | VTV | Vanguard Value ETF | ETF-其他 | 0.79% | -0.26% | — | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.77% | — | -1.20% | |
| 37 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.77% | — | +0.70% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.76% | — | -0.88% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.69% | — | -3.69% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.68% | — | +19.56% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.66% | — | +22.19% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.63% | -0.17% | -6.83% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.62% | -0.24% | +1.95% | |
| 44 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.59% | — | +0.80% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | — | -0.22% | |
| 46 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.56% | — | +17.98% | |
| 47 | XLF | Ss Financial Select Sector | ETF-其他 | 0.54% | — | -8.99% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | — | -15.78% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.50% | — | +0.13% | |
| 50 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.50% | -0.19% | -5.58% |