CIK: 0001536114
申报总市值
US$2.8亿
仅显示前 200 大持股（共 246 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 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 8.18% | +0.70% | +87.38% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.96% | -0.43% | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.76% | -1.19% | — | |
| 4 | AAPL | Apple INC | 股票-科技 | 5.63% | -0.41% | — | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.77% | -0.31% | — | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.11% | -0.29% | -2.62% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.91% | -0.28% | — | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 2.37% | -0.24% | — | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.10% | +2.88% | — | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.85% | -0.21% | — | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.63% | — | -2.63% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.63% | — | — | |
| 13 | TSLA | Tesla INC | 股票-周期性消费 | 1.58% | -0.31% | — | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.50% | -0.18% | — | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.50% | -0.11% | — | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.14% | -0.18% | — | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.13% | -0.11% | — | |
| 18 | NFLX | Netflix INC | 股票-通信服务 | 1.01% | — | — | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | +0.29% | — | |
| 20 | MA | Mastercard INC - A | 股票-金融 | 0.81% | -0.08% | — | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.80% | +0.08% | +3.66% | |
| 22 | WMT | Walmart INC | 股票-非周期性消费 | 0.76% | +0.08% | +1.39% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.67% | — | +1.72% | |
| 24 | HD | Home Depot INC | 股票-周期性消费 | 0.67% | — | — | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | +0.13% | — | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.62% | -0.10% | — | |
| 27 | ABBV | Abbvie INC | 股票-医疗保健 | 0.58% | — | — | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.55% | — | — | |
| 29 | PM | Philip Morris International | 股票-非周期性消费 | 0.52% | — | — | |
| 30 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.52% | -0.09% | — | |
| 31 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.51% | — | +1.76% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.49% | — | — | |
| 33 | CRM | Salesforce INC | 股票-科技 | 0.48% | -0.10% | — | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.48% | — | — | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.48% | — | — | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.47% | — | — | |
| 37 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.42% | — | — | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.42% | +0.15% | — | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.42% | — | — | |
| 40 | T | At&t INC | 股票-通信服务 | 0.41% | — | — | |
| 41 | AMD | Advanced Micro Devices | 股票-科技 | 0.41% | — | — | |
| 42 | NOW | Servicenow INC | 股票-科技 | 0.40% | — | — | |
| 43 | GS | Goldman Sachs Group INC | 股票-金融 | 0.39% | — | — | |
| 44 | LIN | Linde plc | 股票-原材料 | 0.37% | — | — | |
| 45 | INTU | Intuit INC | 股票-科技 | 0.37% | -0.09% | — | |
| 46 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.37% | — | — | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.37% | — | — | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.35% | — | — | |
| 49 | UBER | Uber Technologies INC | 股票-工业 | 0.35% | — | — | |
| 50 | TXN | Texas Instruments INC | 股票-科技 | 0.35% | — | — |