CIK: 0001573876
申报总市值
US$75.2亿
仅显示前 200 大持股（共 1564 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 | 3.92% | -0.35% | +1.24% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.04% | -0.44% | -0.49% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.67% | -0.19% | +2.25% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.20% | -0.22% | +5.08% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.08% | -0.41% | +4.31% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.66% | -0.35% | +46.54% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.21% | — | -19.06% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.20% | — | -11.33% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 1.10% | -0.21% | +923.89% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.01% | -0.13% | +0.30% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 0.85% | — | -6.06% | |
| 12 | TSLA | Tesla INC | 股票-周期性消费 | 0.84% | -0.11% | -4.24% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.77% | -0.15% | -3.69% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | — | +8.03% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.70% | -0.15% | -1.97% | |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.69% | — | -16.99% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.67% | — | -0.64% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.64% | — | +19.99% | |
| 19 | ZECP | Zacks Earnings Consistent Po | ETF-其他 | 0.59% | — | +39.65% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.53% | — | +13.82% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | +0.21% | -0.94% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.52% | — | +7.83% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.51% | — | +0.41% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | — | +4.23% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.49% | — | +16.05% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.49% | — | -8.67% | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.48% | — | +7.37% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.48% | — | +0.66% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.48% | — | -0.15% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.48% | — | -10.51% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.48% | — | +10.40% | |
| 32 | WMT | Walmart INC | 股票-非周期性消费 | 0.47% | +0.05% | +16.70% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.44% | +0.13% | +1.34% | |
| 34 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.43% | -0.28% | +3.69% | |
| 35 | MA | Mastercard INC - A | 股票-金融 | 0.43% | — | -2.96% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.42% | — | +3.02% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.42% | +0.03% | +7.72% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.40% | — | +50.88% | |
| 39 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.39% | — | -3.96% | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.39% | — | -16.09% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.38% | — | +4.38% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | — | -4.70% | |
| 43 | FXR | First Trust Indst/producers | ETF-其他 | 0.37% | — | +6.09% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.37% | — | +12.04% | |
| 45 | ANET | Arista Networks INC | 股票-科技 | 0.37% | — | — | |
| 46 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.36% | — | -0.79% | |
| 47 | FXO | First Trust Financial Alphad | ETF-其他 | 0.35% | -0.28% | — | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.34% | — | +27.29% | |
| 49 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.33% | — | -22.50% | |
| 50 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.33% | -0.16% | +102.37% |