CIK: 0001766510
申报总市值
US$7.1亿
仅显示前 200 大持股（共 207 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 | AAPL | Apple INC | 股票-科技 | 5.54% | — | +10.25% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.01% | — | +5.17% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.76% | — | — | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.68% | — | -0.81% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.64% | — | +14.21% | |
| 6 | PYPL | Paypal Holdings INC | 股票-金融 | 2.87% | — | -0.44% | |
| 7 | ARKK | Ark Innovation ETF | ETF-其他 | 2.78% | — | — | |
| 8 | BAC | Bank Of America CORP | 股票-金融 | 1.96% | — | +24.43% | |
| 9 | ABMDEUR | Abiomed INC | 股票-其他 | 1.86% | — | — | |
| 10 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.70% | — | +40.37% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.64% | — | +4.27% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.48% | — | +6.00% | |
| 13 | T | At&t INC | 股票-通信服务 | 1.40% | — | +3.06% | |
| 14 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.39% | — | +5.05% | |
| 15 | DFSEUR | Discover Financial Services | 股票-其他 | 1.34% | — | — | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.21% | — | — | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | — | +51.12% | |
| 18 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 股票-其他 | 1.15% | — | -3.45% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.15% | — | +1.68% | |
| 20 | CSCO | Cisco Systems INC | 股票-科技 | 1.12% | — | +38.87% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.09% | — | +40.99% | |
| 22 | COF | Capital One Financial CORP | 股票-金融 | 1.03% | — | — | |
| 23 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.96% | — | +45.91% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.96% | — | +15.47% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.96% | — | +1.11% | |
| 26 | MA | Mastercard INC - A | 股票-金融 | 0.89% | — | +0.53% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.89% | — | +5.26% | |
| 28 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.86% | — | — | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.85% | — | +80.76% | |
| 30 | PFE | Pfizer INC | 股票-医疗保健 | 0.82% | — | +134.40% | |
| 31 | CFG | Citizens Financial Group | 股票-金融 | 0.81% | — | -0.15% | |
| 32 | MDT | Medtronic plc | 股票-医疗保健 | 0.78% | — | +0.19% | |
| 33 | WMT | Walmart INC | 股票-非周期性消费 | 0.78% | — | +56.27% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.76% | — | -3.98% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | — | +65.98% | |
| 36 | UTXZ | United Tech CORP | 股票-其他 | 0.70% | — | -0.79% | |
| 37 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.69% | — | -7.53% | |
| 38 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.67% | — | — | |
| 39 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.66% | — | +9.48% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.66% | — | +3.04% | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.65% | — | +4.05% | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.63% | — | +2.56% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.60% | — | +8.83% | |
| 44 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.60% | — | +2.87% | |
| 45 | IR | Ingersoll-rand PLC | 股票-工业 | 0.58% | — | — | |
| 46 | MLPAUSD | Global X Mlp ETF | ETF-其他 | 0.58% | — | — | |
| 47 | DUK | Duke Energy CORP | 股票-公用事业 | 0.56% | — | +2.14% | |
| 48 | NEE | Nextera Energy INC | 股票-公用事业 | 0.56% | — | -0.20% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.53% | — | +133.48% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.53% | — | -0.73% |