CIK: 0002011550
申报总市值
US$8272.0万
仅显示前 200 大持股（共 303 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 | 8.05% | -0.35% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.58% | -0.05% | — | |
| 3 | FMB | First Trust Managed Municipa | ETF-其他 | 6.97% | — | — | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 5.15% | +0.01% | — | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.62% | — | — | |
| 6 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-其他 | 3.50% | +0.34% | — | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.20% | — | — | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 3.17% | -0.29% | — | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.93% | -0.22% | — | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.64% | -0.54% | — | |
| 11 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 2.61% | +0.23% | — | |
| 12 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 2.48% | -0.01% | — | |
| 13 | PLD | Prologis INC | 股票-房地产 | 2.33% | +0.10% | — | |
| 14 | HYLB | Xtrackers Usd High Yield Cor | ETF-非投资级债 | 2.12% | +0.04% | — | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.10% | — | — | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | -0.56% | — | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.99% | -0.08% | — | |
| 18 | HD | Home Depot INC | 股票-周期性消费 | 1.93% | +0.01% | — | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.83% | — | — | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.80% | +0.01% | — | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.75% | -0.34% | — | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.67% | +0.43% | — | |
| 23 | ZTS | Zoetis INC | 股票-医疗保健 | 1.54% | — | — | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.37% | +0.18% | — | |
| 25 | WMT | Walmart INC | 股票-非周期性消费 | 1.23% | +0.33% | — | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.09% | — | — | |
| 27 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.88% | — | — | |
| 28 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股与成长 | 0.83% | — | — | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.76% | -0.01% | — | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.74% | — | — | |
| 31 | HYD | Vaneck High Yield Muni ETF | ETF-非投资级债 | 0.68% | — | — | |
| 32 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.62% | -0.06% | — | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.62% | — | — | |
| 34 | MLPA | Global X Mlp ETF | ETF-其他 | 0.61% | +0.91% | — | |
| 35 | PGX | Invesco Preferred ETF | ETF-其他 | 0.60% | — | — | |
| 36 | J | Jacobs Solutions INC | 股票-工业 | 0.58% | — | — | |
| 37 | YUMC | Yum China Holdings INC | 股票-周期性消费 | 0.51% | — | — | |
| 38 | VZ | Verizon Communications INC | 股票-通信服务 | 0.49% | — | — | |
| 39 | DUK | Duke Energy CORP | 股票-公用事业 | 0.46% | — | — | |
| 40 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.46% | -0.90% | — | |
| 41 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.45% | — | — | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.44% | — | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.41% | — | — | |
| 44 | TSLA | Tesla INC | 股票-周期性消费 | 0.40% | -0.11% | — | |
| 45 | PAWZ | Proshares Pet Care ETF | ETF-其他 | 0.39% | — | — | |
| 46 | FPX | First Trust US Equity Opport | ETF-其他 | 0.38% | -0.02% | — | |
| 47 | ILMN | Illumina INC | 股票-医疗保健 | 0.36% | — | — | |
| 48 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.34% | — | — | |
| 49 | ROBO | Robo Global Robotics And Aut | ETF-其他 | 0.33% | — | — | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.33% | — | — |