CIK: 0001766510
申报总市值
US$7.1亿
仅显示前 200 大持股（共 308 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 | 5.97% | — | -0.73% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.70% | — | +27.05% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.93% | — | +0.47% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.11% | — | -1.66% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.54% | — | +95.76% | |
| 6 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 2.42% | — | +2.23% | |
| 7 | QCOM | Qualcomm INC | 股票-科技 | 1.97% | — | +188.29% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.74% | — | +184.39% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.62% | — | +13.36% | |
| 10 | ABBV | Abbvie INC | 股票-医疗保健 | 1.58% | — | +7.23% | |
| 11 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.57% | — | -28.37% | |
| 12 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.53% | — | -6.23% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.50% | — | +4.79% | |
| 14 | HON | Honeywell International INC | 股票-工业 | 1.44% | — | +28.52% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.42% | — | +2.63% | |
| 16 | ABMDEUR | Abiomed INC | 股票-其他 | 1.34% | — | -0.85% | |
| 17 | PYPL | Paypal Holdings INC | 股票-金融 | 1.34% | — | -34.58% | |
| 18 | UPS | United Parcel Service-cl B | 股票-工业 | 1.31% | — | +8.44% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.23% | — | +23.33% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.14% | — | -8.86% | |
| 21 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.13% | — | +30.65% | |
| 22 | NETL | Cltpnt Nt Leas Rl Est-usd In | ETF-其他 | 1.01% | — | +3.92% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | — | +8.95% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 0.89% | — | -0.01% | |
| 25 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.86% | — | +3.21% | |
| 26 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 股票-其他 | 0.83% | — | +1.19% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.82% | — | -27.43% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.82% | — | -0.92% | |
| 29 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.80% | — | +10.78% | |
| 30 | HD | Home Depot INC | 股票-周期性消费 | 0.80% | — | +1.41% | |
| 31 | TRTN-PA | Triton International Limited | 股票-其他 | 0.79% | — | +0.37% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.79% | — | +1.51% | |
| 33 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.78% | — | -3.91% | |
| 34 | MU | Micron Technology INC | 股票-科技 | 0.76% | — | +5.39% | |
| 35 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.72% | — | -6.93% | |
| 36 | COF | Capital One Financial CORP | 股票-金融 | 0.72% | — | +0.07% | |
| 37 | FDX | Fedex CORP | 股票-工业 | 0.70% | — | +5.26% | |
| 38 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.65% | — | +8.03% | |
| 39 | BX | Blackstone INC | 股票-金融 | 0.64% | — | +3.16% | |
| 40 | JECUSD | Jacobs Engineering Group INC | 股票-其他 | 0.63% | — | -1.32% | |
| 41 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.62% | — | -12.58% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.62% | — | +0.80% | |
| 43 | PFE | Pfizer INC | 股票-医疗保健 | 0.61% | — | +0.42% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.60% | — | -27.05% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.58% | — | -1.96% | |
| 46 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.58% | — | -3.40% | |
| 47 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.58% | — | — | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.58% | — | -0.38% | |
| 49 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.58% | — | +4.51% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | — | -0.39% |