CIK: 0001932342
申报总市值
US$3.1亿
仅显示前 200 大持股（共 214 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 | NVDA | Nvidia CORP | 股票-科技 | 5.68% | +1.52% | -14.85% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.05% | — | -2.70% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.45% | +0.37% | -2.18% | |
| 4 | DFIV | Dimensional International Va | ETF-其他 | 3.32% | -3.32% | EXIT | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.29% | -3.29% | EXIT | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.11% | +1.55% | -2.59% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.87% | +0.70% | -9.02% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.76% | +1.41% | -18.42% | |
| 9 | WMT | Walmart INC | 股票-非周期性消费 | 2.55% | +1.27% | -10.82% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.27% | +0.40% | +0.33% | |
| 11 | MS | Morgan Stanley | 股票-金融 | 2.27% | — | -12.84% | |
| 12 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 2.20% | -2.20% | EXIT | |
| 13 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 2.15% | -2.15% | EXIT | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 2.13% | +0.45% | +1.36% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.79% | +0.39% | +0.46% | |
| 16 | DE | Deere & Co | 股票-工业 | 1.77% | +1.00% | +1.20% | |
| 17 | ITW | Illinois Tool Works | 股票-工业 | 1.62% | — | +8.44% | |
| 18 | DASH | Doordash INC - A | 股票-周期性消费 | 1.62% | -0.03% | +3.12% | |
| 19 | HON | Honeywell International INC | 股票-工业 | 1.62% | — | +9.13% | |
| 20 | RSG | Republic Services INC | 股票-工业 | 1.56% | — | +5.75% | |
| 21 | BKR | Baker Hughes Co | 股票-能源 | 1.49% | +1.34% | +2.90% | |
| 22 | USFD | US Foods Holding CORP | 股票-非周期性消费 | 1.48% | +0.79% | +6.32% | |
| 23 | BLK | Blackrock INC | 股票-金融 | 1.46% | — | +10.74% | |
| 24 | COIN | Coinbase Global INC -class A | 股票-金融 | 1.34% | -1.27% | +4.39% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.30% | +0.87% | -0.41% | |
| 26 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 1.27% | — | — | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.24% | -1.24% | EXIT | |
| 28 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 1.21% | -1.21% | EXIT | |
| 29 | CAT | Caterpillar INC | 股票-工业 | 1.05% | +1.15% | -0.96% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 1.02% | -1.02% | EXIT | |
| 31 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.93% | — | -1.60% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.90% | — | -1.10% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.87% | -0.87% | EXIT | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.83% | — | -1.97% | |
| 35 | DUK | Duke Energy CORP | 股票-公用事业 | 0.72% | — | +0.12% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.71% | -0.71% | EXIT | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 0.64% | — | -0.13% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.62% | -0.62% | EXIT | |
| 39 | ABBV | Abbvie INC | 股票-医疗保健 | 0.61% | — | -0.98% | |
| 40 | SIL | Global X Silver Miners ETF | ETF-避险与商品 | 0.60% | -0.60% | EXIT | |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.58% | -0.58% | EXIT | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.57% | -0.57% | EXIT | |
| 43 | VUG | Vanguard Growth ETF | ETF-其他 | 0.49% | -0.49% | EXIT | |
| 44 | TFC | Truist Financial CORP | 股票-金融 | 0.47% | — | -0.90% | |
| 45 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.46% | -0.46% | EXIT | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | — | -1.60% | |
| 47 | COHR | Coherent CORP | 股票-科技 | 0.42% | +0.50% | — | |
| 48 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.42% | -0.42% | EXIT | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.42% | -0.42% | EXIT | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.41% | — | +4.66% |