CIK: 0001843848
申报总市值
US$4.0亿
| # | 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 | AAPL | Apple INC | 股票-科技 | 4.93% | — | +0.72% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.48% | +0.16% | +12.97% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.37% | +0.19% | +28.33% | |
| 4 | VZ | Verizon Communications INC | 股票-通信服务 | 2.19% | — | -1.24% | |
| 5 | CME | Cme Group INC | 股票-金融 | 2.06% | -0.65% | EXIT | |
| 6 | DLTR | Dollar Tree INC | 股票-非周期性消费 | 2.00% | — | — | |
| 7 | IFV | First Trust Dw Focus 5 Intl | ETF-其他 | 1.91% | — | +3.04% | |
| 8 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 1.88% | +0.19% | -7.54% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.86% | +0.06% | +12.87% | |
| 10 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 1.80% | — | — | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.67% | +0.18% | +10.99% | |
| 12 | MOH | Molina Healthcare INC | 股票-医疗保健 | 1.65% | — | — | |
| 13 | BAX | Baxter International INC | 股票-医疗保健 | 1.60% | — | +0.13% | |
| 14 | SGI | Somnigroup International INC | 股票-周期性消费 | 1.48% | — | -0.09% | |
| 15 | MCO | Moody's CORP | 股票-金融 | 1.45% | — | — | |
| 16 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 1.41% | — | +3.94% | |
| 17 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.41% | — | -3.19% | |
| 18 | CSX | Csx CORP | 股票-工业 | 1.41% | — | -12.33% | |
| 19 | DIOD | Diodes INC | 股票-其他 | 1.40% | — | -0.10% | |
| 20 | PYPL | Paypal Holdings INC | 股票-金融 | 1.22% | — | -0.01% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.19% | — | -19.61% | |
| 22 | COR | Cencora INC | 股票-医疗保健 | 1.18% | -0.68% | EXIT | |
| 23 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.17% | — | -3.14% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.14% | — | +32.65% | |
| 25 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.11% | — | — | |
| 26 | VICI | Vici Properties INC | 股票-房地产 | 1.11% | — | -49.96% | |
| 27 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.11% | — | -17.54% | |
| 28 | CPRT | Copart INC | 股票-工业 | 1.09% | — | -0.09% | |
| 29 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.06% | — | -0.10% | |
| 30 | ICE | Intercontinental Exchange In | 股票-金融 | 1.05% | — | -0.45% | |
| 31 | ACM | Aecom | 股票-工业 | 1.05% | — | +0.00% | |
| 32 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 1.05% | — | -0.44% | |
| 33 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.05% | — | -1.10% | |
| 34 | FXD | First Trust Consumer Discret | ETF-其他 | 1.02% | — | -1.29% | |
| 35 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 0.99% | — | -0.39% | |
| 36 | PGR | Progressive CORP | 股票-金融 | 0.99% | — | -0.46% | |
| 37 | FXL | First Trust Technology Alpha | ETF-科技型 | 0.98% | +0.62% | NEW | |
| 38 | FXR | First Trust Indst/producers | ETF-其他 | 0.98% | — | — | |
| 39 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.97% | +0.64% | NEW | |
| 40 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.96% | — | -16.90% | |
| 41 | FTXR | First Trust Nasdaq Transport | ETF-科技型 | 0.92% | +0.32% | +0.77% | |
| 42 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.92% | — | +0.00% | |
| 43 | TSLA | Tesla INC | 股票-周期性消费 | 0.90% | — | -35.06% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.87% | — | +21.78% | |
| 45 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.84% | — | +3.32% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.82% | — | -39.91% | |
| 47 | ROBO | Robo Global Robotics And Aut | ETF-其他 | 0.79% | — | +29.97% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.71% | — | -3.11% | |
| 49 | DOX | Amdocs Limited | 股票-科技 | 0.70% | — | -49.79% | |
| 50 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | — | -30.30% |