CIK: 0001573876
申报总市值
US$75.2亿
仅显示前 200 大持股（共 4516 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 | NVDA | Nvidia CORP | 股票-科技 | 3.52% | -0.44% | +1.29% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.33% | -0.35% | +0.93% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.13% | -0.41% | +1.11% | |
| 4 | WMT | Walmart INC | 股票-非周期性消费 | 1.93% | +0.05% | -0.28% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.89% | -0.19% | +11.87% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.69% | -0.22% | +2.61% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.69% | -0.35% | +1.75% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.44% | — | -2.01% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 1.13% | -0.21% | -1.11% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.92% | -0.15% | -1.00% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.88% | -0.13% | +2.44% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | — | -1.29% | |
| 13 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.73% | -0.16% | -4.40% | |
| 14 | TSLA | Tesla INC | 股票-周期性消费 | 0.71% | -0.11% | +3.87% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.64% | +0.03% | +6.96% | |
| 16 | ZECP | Zacks Earnings Consistent Po | ETF-其他 | 0.63% | — | +3.46% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.62% | — | -16.64% | |
| 18 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 0.62% | — | +8.59% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.57% | -0.15% | +4.88% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.54% | — | +18.35% | |
| 21 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.54% | — | -2.13% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | — | -1.28% | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.50% | — | +6.08% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.47% | — | +0.81% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | — | -1.82% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.47% | — | +2.85% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.46% | — | +4.69% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.44% | — | -0.89% | |
| 29 | ABBV | Abbvie INC | 股票-医疗保健 | 0.43% | — | -8.59% | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.41% | — | +5.94% | |
| 31 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.41% | — | -5.55% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | +0.21% | +1.84% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.40% | — | -15.39% | |
| 34 | ANET | Arista Networks INC | 股票-科技 | 0.38% | — | +2.08% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.38% | — | -3.96% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.38% | — | +17.30% | |
| 37 | NFLX | Netflix INC | 股票-通信服务 | 0.38% | — | +14.63% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.37% | — | -0.13% | |
| 39 | MA | Mastercard INC - A | 股票-金融 | 0.37% | — | +0.02% | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.36% | — | -0.76% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.36% | +0.13% | +7.52% | |
| 42 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.35% | -0.28% | -1.18% | |
| 43 | HD | Home Depot INC | 股票-周期性消费 | 0.34% | — | +0.71% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | — | +5.57% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.33% | — | +1.51% | |
| 46 | LRCX | Lam Research CORP | 股票-科技 | 0.33% | +0.07% | +2.92% | |
| 47 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 0.32% | — | +14.64% | |
| 48 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.31% | — | +23.66% | |
| 49 | FXO | First Trust Financial Alphad | ETF-其他 | 0.30% | -0.28% | -0.85% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.30% | — | +0.63% |