CIK: 0001783773
申报总市值
US$2.7亿
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 | MSFT | Microsoft CORP | 股票-科技 | 5.13% | -1.13% | +10.60% | |
| 2 | BX | Blackstone INC | 股票-金融 | 3.28% | -0.46% | -1.15% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.45% | -0.10% | +8.41% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.10% | -0.14% | +17.63% | |
| 5 | GBDC | Golub Capital Bdc INC | 股票-金融 | 2.10% | — | +10.65% | |
| 6 | OBDC | Blue Owl Capital CORP | 股票-金融 | 2.07% | -0.14% | +17.98% | |
| 7 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.90% | -0.08% | +6.08% | |
| 8 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.90% | — | +9.29% | |
| 9 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.70% | -0.10% | +1.18% | |
| 10 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 1.68% | -0.12% | -3.89% | |
| 11 | HCA | Hca Healthcare INC | 股票-医疗保健 | 1.66% | — | +3.90% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.58% | — | +2.00% | |
| 13 | BLKCHF | Blackrock INC | 股票-其他 | 1.53% | — | +0.87% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.41% | +0.35% | +3.78% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.40% | — | +69.03% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.35% | — | +6.37% | |
| 17 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.35% | — | +6.04% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | -0.09% | +18.86% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.22% | — | +29.87% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.21% | — | +3.31% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | -0.13% | +7.60% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.15% | -0.08% | +30.35% | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 1.06% | -0.14% | +7.03% | |
| 24 | LHCGUSD | Lhc Group INC | 股票-其他 | 0.98% | — | — | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.97% | — | +5.55% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.96% | -0.10% | +5.94% | |
| 27 | CHNGUSD | Change Healthcare INC | 股票-其他 | 0.96% | — | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.92% | — | +45.58% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.88% | — | +59.03% | |
| 30 | SGRY | Surgery Partners INC | 股票-其他 | 0.87% | -0.07% | — | |
| 31 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.82% | — | +20.64% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.82% | — | +4.00% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.80% | +0.18% | +43.14% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.77% | — | +20.45% | |
| 35 | NMRK | Newmark Group Inc-class A | 股票-其他 | 0.76% | -0.07% | -2.57% | |
| 36 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.71% | — | +1.45% | |
| 37 | AMT | American Tower CORP | 股票-房地产 | 0.70% | — | +4.95% | |
| 38 | UBSI | United Bankshares INC | 股票-金融 | 0.70% | — | -16.42% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.66% | — | +3.08% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.64% | — | — | |
| 41 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.63% | — | -5.62% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.61% | — | +19.44% | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.61% | — | +8.15% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | +5.49% | |
| 45 | CRM | Salesforce INC | 股票-科技 | 0.60% | -0.07% | +13.86% | |
| 46 | VRSK | Verisk Analytics INC | 股票-工业 | 0.60% | -0.08% | +0.27% | |
| 47 | ZTS | Zoetis INC | 股票-医疗保健 | 0.59% | — | +10.58% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.57% | — | +0.08% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.55% | — | -0.07% | |
| 50 | GS | Goldman Sachs Group INC | 股票-金融 | 0.55% | — | -9.14% |