CIK: 0001738723
申报总市值
US$4.3亿
仅显示前 200 大持股（共 452 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 | 10.01% | -0.30% | +0.21% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 6.94% | -0.02% | +1.06% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.87% | -0.67% | +0.36% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.06% | +0.42% | +1.49% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.81% | -0.10% | +0.44% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.72% | +0.01% | -0.57% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.51% | -0.19% | +2.84% | |
| 8 | MOG-B | Moog Inc-class B | 股票-其他 | 2.48% | +1.22% | — | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.34% | -0.10% | +1.27% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.00% | -0.02% | -2.91% | |
| 11 | VZ | Verizon Communications INC | 股票-通信服务 | 1.91% | — | -1.79% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.90% | -0.21% | +1.83% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.85% | — | +5.39% | |
| 14 | HD | Home Depot INC | 股票-周期性消费 | 1.73% | -0.08% | +1.77% | |
| 15 | MOG-A | Moog Inc-class A | 股票-其他 | 1.66% | +0.13% | -0.43% | |
| 16 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.51% | +0.29% | +2.56% | |
| 17 | ABBV | Abbvie INC | 股票-医疗保健 | 1.49% | +0.02% | +2.18% | |
| 18 | PYPL | Paypal Holdings INC | 股票-金融 | 1.44% | — | +2.91% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.44% | — | +2.30% | |
| 20 | INTC | Intel CORP | 股票-科技 | 1.43% | +0.13% | +2.65% | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.40% | — | +2.50% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.23% | — | +2.57% | |
| 23 | WMT | Walmart INC | 股票-非周期性消费 | 1.18% | -0.52% | -1.19% | |
| 24 | NFLX | Netflix INC | 股票-通信服务 | 1.12% | -0.28% | +5.92% | |
| 25 | ADBE | Adobe INC | 股票-科技 | 1.09% | — | +3.60% | |
| 26 | PFE | Pfizer INC | 股票-医疗保健 | 0.99% | — | +3.45% | |
| 27 | CRM | Salesforce INC | 股票-科技 | 0.98% | — | +1.34% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.95% | — | -0.56% | |
| 29 | TSLA | Tesla INC | 股票-周期性消费 | 0.94% | +0.01% | +1.59% | |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.88% | — | +4.63% | |
| 31 | PEP | Pepsico INC | 股票-非周期性消费 | 0.86% | — | +3.59% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 0.85% | +0.36% | +3.24% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.82% | +0.02% | +10.89% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.81% | -0.52% | -7.41% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.79% | -0.38% | +4.90% | |
| 36 | BLKCHF | Blackrock INC | 股票-其他 | 0.68% | — | -0.87% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.66% | — | +5.70% | |
| 38 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.65% | — | +7.47% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.62% | — | +4.39% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | -0.59% | +15.25% | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.60% | -0.06% | +6.05% | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 0.59% | — | -0.49% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.55% | — | -1.80% | |
| 44 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.48% | — | -1.67% | |
| 45 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.47% | — | -0.69% | |
| 46 | AVGO | Broadcom INC | 股票-科技 | 0.44% | +0.14% | +11.60% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.43% | — | +0.32% | |
| 48 | T | At&t INC | 股票-通信服务 | 0.41% | — | +14.00% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.41% | +0.07% | +0.30% | |
| 50 | LMT | Lockheed Martin CORP | 股票-工业 | 0.41% | -0.07% | +0.05% |