CIK: 0001927796
申报总市值
US$1.6亿
| # | 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 | 4.90% | -0.25% | -0.73% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.33% | -0.07% | +4.21% | |
| 3 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.92% | — | +0.28% | |
| 4 | CATY | Cathay General Bancorp | 股票-其他 | 2.83% | +0.07% | +0.07% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.82% | -0.25% | +3.22% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.48% | -0.12% | -4.18% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.95% | — | +0.44% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.68% | +0.08% | +2141.68% | |
| 9 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.68% | +0.03% | +0.18% | |
| 10 | ABBV | Abbvie INC | 股票-医疗保健 | 1.64% | — | +3.76% | |
| 11 | PWV | Invesco Large Cap Value ETF | ETF-大型股与成长 | 1.63% | — | +0.53% | |
| 12 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.61% | +0.03% | +0.33% | |
| 13 | ELV | Elevance Health INC | 股票-医疗保健 | 1.57% | — | +0.80% | |
| 14 | HUM | Humana INC | 股票-医疗保健 | 1.51% | — | -1.43% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.46% | +0.01% | -1.13% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.43% | — | +9.14% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.37% | -0.39% | +19.31% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.32% | — | +0.40% | |
| 19 | BBSI | Barrett Business Svcs INC | 股票-其他 | 1.31% | +0.02% | +0.34% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.28% | — | +2.67% | |
| 21 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.26% | — | +1.71% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.26% | +0.07% | -0.71% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.26% | — | -8.37% | |
| 24 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.26% | — | -0.71% | |
| 25 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.21% | — | +0.33% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.20% | -0.02% | +24.31% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 1.16% | — | -1.79% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.15% | — | -2.16% | |
| 29 | CZA | Invesco Zacks Mid-cap ETF | ETF-其他 | 1.13% | — | — | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.02% | — | +0.50% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.98% | — | -0.31% | |
| 32 | GS | Goldman Sachs Group INC | 股票-金融 | 0.96% | +0.01% | +0.85% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.93% | -0.34% | +2.77% | |
| 34 | PFE | Pfizer INC | 股票-医疗保健 | 0.93% | — | +8.83% | |
| 35 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.92% | +0.02% | +5.63% | |
| 36 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股与成长 | 0.91% | — | -0.03% | |
| 37 | AVGO | Broadcom INC | 股票-科技 | 0.91% | — | +0.87% | |
| 38 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.91% | — | +2.06% | |
| 39 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.90% | — | — | |
| 40 | GIS | General Mills INC | 股票-非周期性消费 | 0.90% | — | +0.71% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | — | +1.72% | |
| 42 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.85% | — | -10.97% | |
| 43 | AMAT | Applied Materials INC | 股票-科技 | 0.83% | +0.69% | +11.27% | |
| 44 | LIT | Global X Lithium & Battery T | ETF-其他 | 0.83% | — | -4.01% | |
| 45 | CSB | Victoryshares US Small Cap H | ETF-中小型股 | 0.81% | — | +36.64% | |
| 46 | VUG | Vanguard Growth ETF | ETF-其他 | 0.81% | — | +1.17% | |
| 47 | PEP | Pepsico INC | 股票-非周期性消费 | 0.78% | — | -0.10% | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.78% | +0.13% | +0.15% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工业 | 0.77% | — | +1.06% | |
| 50 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.71% | — | +0.33% |