CIK: 0001844266
申报总市值
US$1.8亿
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 13.27% | +0.09% | +15.31% | |
| 2 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型股 | 10.17% | — | +14.59% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 8.60% | +0.01% | -4.64% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.03% | -0.08% | -1.77% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 5.85% | +0.09% | +7.92% | |
| 6 | AAPL | Apple INC | 股票-科技 | 4.41% | -0.35% | +2.78% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 4.13% | +0.56% | +30.79% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.71% | -0.73% | +48.37% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.70% | -0.25% | +28.39% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.49% | — | -1.89% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.39% | -0.23% | +30.92% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.88% | -0.05% | +3.31% | |
| 13 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 1.78% | — | -7.21% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.69% | +0.05% | +11.98% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.57% | -0.32% | +22.51% | |
| 16 | NEE | Nextera Energy INC | 股票-公用事业 | 1.49% | +0.05% | -2.28% | |
| 17 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.45% | — | -2.20% | |
| 18 | GM | General Motors Co | 股票-周期性消费 | 1.36% | — | +44.10% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.25% | — | +16.89% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 1.05% | -0.31% | +44.40% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.01% | — | -5.61% | |
| 22 | SWKS | Skyworks Solutions INC | 股票-科技 | 1.00% | — | +37.18% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.93% | +0.24% | -4.12% | |
| 24 | VZ | Verizon Communications INC | 股票-通信服务 | 0.91% | +0.08% | -19.62% | |
| 25 | T | At&t INC | 股票-通信服务 | 0.91% | +0.10% | -19.14% | |
| 26 | DE | Deere & Co | 股票-工业 | 0.84% | — | +14.99% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.82% | -0.06% | -29.75% | |
| 28 | DAL | Delta Air Lines INC | 股票-工业 | 0.81% | -0.05% | -1.81% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.80% | +0.25% | -1.04% | |
| 30 | PYPL | Paypal Holdings INC | 股票-金融 | 0.76% | — | +37.51% | |
| 31 | ADBE | Adobe INC | 股票-科技 | 0.76% | — | +10.46% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.76% | +0.14% | +29.03% | |
| 33 | SEDG | Solaredge Technologies INC | 股票-科技 | 0.76% | — | — | |
| 34 | BND | Vanguard Total Bond Market | ETF-其他 | 0.66% | — | -12.65% | |
| 35 | ENPH | Enphase Energy INC | 股票-科技 | 0.64% | — | — | |
| 36 | XLF | Ss Financial Select Sector | ETF-其他 | 0.63% | -0.12% | +2.71% | |
| 37 | MGM | Mgm Resorts International | 股票-周期性消费 | 0.60% | — | -7.70% | |
| 38 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.58% | — | -1.72% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.57% | — | +198.08% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.51% | +0.04% | -3.85% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.49% | -0.05% | -5.03% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.48% | — | -28.26% | |
| 43 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 0.48% | — | +0.22% | |
| 44 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.47% | +0.20% | +28.01% | |
| 45 | MO | Altria Group INC | 股票-非周期性消费 | 0.47% | +0.08% | +1.01% | |
| 46 | PLD | Prologis INC | 股票-房地产 | 0.45% | — | -7.61% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.38% | -0.04% | — | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.32% | — | +0.65% | |
| 49 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.31% | -0.09% | — | |
| 50 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.27% | — | +0.04% |