CIK: 0001766510
申报总市值
US$7.1亿
仅显示前 200 大持股（共 297 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 | 5.98% | — | -1.37% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.39% | — | -6.35% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.04% | — | -0.70% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.36% | — | +4.84% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.87% | — | +2.81% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.77% | — | +0.61% | |
| 7 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 2.02% | — | +65.54% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.65% | — | +7.45% | |
| 9 | ABBV | Abbvie INC | 股票-医疗保健 | 1.63% | — | -6.68% | |
| 10 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.57% | — | -0.53% | |
| 11 | HON | Honeywell International INC | 股票-工业 | 1.55% | — | -0.28% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.50% | — | +1.56% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.46% | — | -3.33% | |
| 14 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.45% | — | +0.59% | |
| 15 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.41% | — | +102.80% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.41% | — | +2.81% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.31% | — | -0.08% | |
| 18 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 1.21% | — | +3.81% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.04% | — | +1.94% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.97% | — | +5.38% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.81% | — | +7.69% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | — | +0.62% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.80% | — | +10.18% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.80% | — | -3.27% | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.80% | — | +3.10% | |
| 26 | ZTS | Zoetis INC | 股票-医疗保健 | 0.80% | — | +0.33% | |
| 27 | COF | Capital One Financial CORP | 股票-金融 | 0.72% | — | -0.59% | |
| 28 | PFE | Pfizer INC | 股票-医疗保健 | 0.70% | — | -15.27% | |
| 29 | QCOM | Qualcomm INC | 股票-科技 | 0.65% | — | -4.12% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.65% | — | +15.60% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | — | -0.08% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.65% | — | -17.28% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.63% | — | +11.06% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.62% | — | +0.01% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.62% | — | +4.09% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | — | -0.96% | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.58% | — | +83.87% | |
| 38 | J | Jacobs Solutions INC | 股票-工业 | 0.58% | — | -0.71% | |
| 39 | AKAM | Akamai Technologies INC | 股票-科技 | 0.57% | — | -0.74% | |
| 40 | MDT | Medtronic plc | 股票-医疗保健 | 0.57% | — | -28.56% | |
| 41 | PRU | Prudential Financial INC | 股票-金融 | 0.57% | — | -1.15% | |
| 42 | RTX | Rtx CORP | 股票-工业 | 0.57% | — | +8.07% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.57% | — | -4.39% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.56% | — | +3.27% | |
| 45 | WMT | Walmart INC | 股票-非周期性消费 | 0.56% | — | -0.05% | |
| 46 | SPGM | State Street Spdr Portfolio | ETF-其他 | 0.55% | — | — | |
| 47 | FDX | Fedex CORP | 股票-工业 | 0.54% | — | -1.09% | |
| 48 | MU | Micron Technology INC | 股票-科技 | 0.53% | — | +33.86% | |
| 49 | ELV | Elevance Health INC | 股票-医疗保健 | 0.53% | — | +0.16% | |
| 50 | IQLT | Ishares Msci International Q | ETF-其他 | 0.53% | — | +33.28% |