CIK: 0001766510
申报总市值
US$7.1亿
仅显示前 200 大持股（共 309 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 | 5.14% | — | -0.03% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.36% | — | +2.44% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.10% | — | +0.15% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.44% | — | +8.33% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.98% | — | -1.90% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.72% | — | +0.44% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.62% | — | +829.22% | |
| 8 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 2.13% | — | +8.45% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.63% | — | -2.53% | |
| 10 | ABBV | Abbvie INC | 股票-医疗保健 | 1.55% | — | -1.47% | |
| 11 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.43% | — | +2.83% | |
| 12 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.41% | — | -1.49% | |
| 13 | HON | Honeywell International INC | 股票-工业 | 1.33% | — | +0.17% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.32% | — | -1.38% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.22% | — | -21.77% | |
| 16 | MU | Micron Technology INC | 股票-科技 | 1.15% | — | -0.46% | |
| 17 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 1.12% | — | -0.25% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.07% | — | -15.81% | |
| 19 | ZTS | Zoetis INC | 股票-医疗保健 | 1.06% | — | +9.08% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.99% | — | +2.70% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.89% | — | +7.93% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.89% | — | -2.87% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | — | +1.51% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.79% | — | -1.05% | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 0.78% | — | +22.51% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | — | +7.02% | |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.73% | — | +4.19% | |
| 28 | MRVL | Marvell Technology INC | 股票-科技 | 0.68% | — | -0.16% | |
| 29 | IQLT | Ishares Msci International Q | ETF-其他 | 0.68% | — | +14.85% | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.67% | — | +3.11% | |
| 31 | TMUS | T-mobile US INC | 股票-通信服务 | 0.66% | — | +2.52% | |
| 32 | COF | Capital One Financial CORP | 股票-金融 | 0.65% | — | -0.03% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.65% | — | +7.62% | |
| 34 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.64% | — | +32.76% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | +26.49% | |
| 36 | QCOM | Qualcomm INC | 股票-科技 | 0.61% | — | -19.79% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.61% | — | +21.29% | |
| 38 | RTX | Rtx CORP | 股票-工业 | 0.61% | — | +0.05% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.59% | — | +5.26% | |
| 40 | SPGM | State Street Spdr Portfolio | ETF-其他 | 0.58% | — | +2.89% | |
| 41 | XLF | Ss Financial Select Sector | ETF-其他 | 0.56% | — | +28.34% | |
| 42 | MA | Mastercard INC - A | 股票-金融 | 0.56% | — | +0.91% | |
| 43 | FDX | Fedex CORP | 股票-工业 | 0.55% | — | +0.10% | |
| 44 | PRU | Prudential Financial INC | 股票-金融 | 0.54% | — | -0.93% | |
| 45 | J | Jacobs Solutions INC | 股票-工业 | 0.54% | — | -0.04% | |
| 46 | MDT | Medtronic plc | 股票-医疗保健 | 0.54% | — | +10.61% | |
| 47 | PANW | Palo Alto Networks INC | 股票-科技 | 0.54% | — | +0.95% | |
| 48 | ELV | Elevance Health INC | 股票-医疗保健 | 0.53% | — | -0.08% | |
| 49 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.52% | — | +4.30% | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.52% | — | +2.70% |