CIK: 0001738723
申报总市值
US$4.3亿
仅显示前 200 大持股（共 441 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 | 10.06% | -0.30% | -0.62% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 6.50% | -0.02% | +0.10% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.00% | -0.67% | +0.25% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.37% | +0.42% | -0.90% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.87% | -0.10% | +299.17% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.59% | +0.01% | -0.98% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.80% | — | +160.82% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.41% | -0.19% | +0.62% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.41% | -0.10% | -0.09% | |
| 10 | MOG-B | Moog Inc-class B | 股票-其他 | 2.20% | +1.22% | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.88% | — | +3.26% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.87% | -0.02% | +0.33% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.82% | -0.21% | -0.51% | |
| 14 | VZ | Verizon Communications INC | 股票-通信服务 | 1.76% | — | -2.19% | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 1.76% | -0.08% | +1.03% | |
| 16 | ABBV | Abbvie INC | 股票-医疗保健 | 1.51% | +0.02% | +8.47% | |
| 17 | MOG-A | Moog Inc-class A | 股票-其他 | 1.47% | +0.13% | -0.49% | |
| 18 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.45% | +0.29% | +0.18% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.35% | — | +0.20% | |
| 20 | INTC | Intel CORP | 股票-科技 | 1.32% | +0.13% | -0.65% | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.30% | — | -1.28% | |
| 22 | NFLX | Netflix INC | 股票-通信服务 | 1.27% | -0.28% | +0.54% | |
| 23 | PYPL | Paypal Holdings INC | 股票-金融 | 1.26% | — | +0.68% | |
| 24 | WMT | Walmart INC | 股票-非周期性消费 | 1.16% | -0.52% | +1.25% | |
| 25 | PFE | Pfizer INC | 股票-医疗保健 | 1.07% | — | +0.12% | |
| 26 | TSLA | Tesla INC | 股票-周期性消费 | 1.07% | +0.01% | +1.74% | |
| 27 | CRM | Salesforce INC | 股票-科技 | 1.07% | — | -0.04% | |
| 28 | ADBE | Adobe INC | 股票-科技 | 1.05% | — | +0.05% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.90% | — | -0.84% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.86% | +0.02% | +3.64% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.86% | +0.36% | +0.36% | |
| 32 | PEP | Pepsico INC | 股票-非周期性消费 | 0.86% | — | +0.47% | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 0.83% | — | +0.39% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.81% | -0.52% | -1.86% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.79% | -0.38% | +0.60% | |
| 36 | BLKCHF | Blackrock INC | 股票-其他 | 0.64% | — | +0.25% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.64% | — | +0.68% | |
| 38 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.61% | — | +2.18% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | -0.06% | +1.08% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | -0.59% | +2.41% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.56% | — | -4.36% | |
| 42 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.54% | — | +1.91% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.53% | — | -0.33% | |
| 44 | UNP | Union Pacific CORP | 股票-工业 | 0.52% | — | +0.42% | |
| 45 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.49% | — | — | |
| 46 | AVGO | Broadcom INC | 股票-科技 | 0.44% | +0.14% | +1.50% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.43% | +0.07% | — | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.43% | — | +0.16% | |
| 49 | T | At&t INC | 股票-通信服务 | 0.38% | — | +0.50% | |
| 50 | LMT | Lockheed Martin CORP | 股票-工业 | 0.36% | -0.07% | -0.87% |