CIK: 0001738723
申报总市值
US$4.3亿
仅显示前 200 大持股（共 449 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 | 13.51% | -0.30% | -0.13% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 9.25% | -0.10% | -3.50% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.52% | -0.67% | -1.29% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.73% | -0.02% | -0.02% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.72% | +0.01% | +0.21% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.68% | +0.42% | -0.49% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 4.25% | — | +0.04% | |
| 8 | MOG-B | Moog Inc-class B | 股票-其他 | 3.25% | +1.22% | — | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.13% | -0.10% | +0.97% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.03% | -0.02% | +1.38% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.96% | -0.21% | +2.57% | |
| 12 | ABBV | Abbvie INC | 股票-医疗保健 | 1.95% | +0.02% | +0.45% | |
| 13 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.93% | +0.29% | +2.33% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.90% | — | +0.73% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.87% | — | -0.24% | |
| 16 | HD | Home Depot INC | 股票-周期性消费 | 1.67% | -0.08% | -0.48% | |
| 17 | WMT | Walmart INC | 股票-非周期性消费 | 1.38% | -0.52% | +2.52% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.10% | -0.59% | +0.78% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 1.08% | — | +0.24% | |
| 20 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.07% | -0.52% | +1.34% | |
| 21 | MOG-A | Moog Inc-class A | 股票-其他 | 1.02% | +0.13% | -0.53% | |
| 22 | PFE | Pfizer INC | 股票-医疗保健 | 1.01% | — | +0.92% | |
| 23 | MA | Mastercard INC - A | 股票-金融 | 1.00% | — | +4.09% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.94% | — | -0.09% | |
| 25 | ADBE | Adobe INC | 股票-科技 | 0.92% | — | +1.43% | |
| 26 | CSCO | Cisco Systems INC | 股票-科技 | 0.88% | +0.36% | +0.55% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.85% | — | -0.66% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.82% | +0.14% | +4.71% | |
| 29 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.80% | -0.38% | +1.97% | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.72% | -0.06% | +0.76% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.71% | +0.33% | +6.48% | |
| 32 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.64% | — | +2.84% | |
| 33 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.55% | — | +2.09% | |
| 34 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.53% | — | -0.75% | |
| 35 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.52% | — | +1.88% | |
| 36 | BLKCHF | Blackrock INC | 股票-其他 | 0.51% | — | -2.45% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | +0.02% | -5.78% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.49% | — | +0.02% | |
| 39 | UNP | Union Pacific CORP | 股票-工业 | 0.48% | — | -5.70% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.47% | — | +0.44% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工业 | 0.45% | -0.07% | — | |
| 42 | ADP | Automatic Data Processing | 股票-科技 | 0.44% | — | +0.08% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.37% | — | — | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.37% | -0.39% | +4.96% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.34% | +0.07% | +2.79% | |
| 46 | TSLA | Tesla INC | 股票-周期性消费 | 0.33% | +0.01% | -4.63% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.30% | -0.19% | +16.55% | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.27% | — | +1.16% | |
| 49 | MTB | M & T Bank CORP | 股票-金融 | 0.27% | — | — | |
| 50 | GLW | Corning INC | 股票-科技 | 0.27% | — | -2.77% |