CIK: 0001905128
申报总市值
US$11.3亿
仅显示前 200 大持股（共 302 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 17.30% | +0.10% | +55163.25% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-其他 | 7.73% | +0.93% | — | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 5.53% | +0.55% | +44.48% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.57% | +0.32% | +2.36% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.26% | +0.34% | +51.85% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 3.91% | — | — | |
| 7 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 3.69% | +0.02% | +6.56% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.14% | — | — | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.55% | — | +1029.90% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.47% | — | +697.49% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.23% | -0.30% | +7093.80% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.50% | +7.98% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.38% | -0.30% | +19.66% | |
| 14 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.11% | — | — | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | -0.15% | +2.50% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.98% | — | — | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.87% | -0.19% | +27.97% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.81% | — | +8.63% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.73% | -0.03% | +270.08% | |
| 20 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.70% | — | — | |
| 21 | CTAS | Cintas CORP | 股票-工业 | 0.65% | -0.11% | +2.92% | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.64% | -0.17% | +26.66% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | — | +6.34% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.61% | -0.03% | -12.72% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.60% | -0.03% | +1491.73% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | -0.12% | +4.81% | |
| 27 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.56% | -0.05% | +10.34% | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.54% | — | — | |
| 29 | MA | Mastercard INC - A | 股票-金融 | 0.54% | -0.12% | +3.10% | |
| 30 | APH | Amphenol Corp-cl A | 股票-科技 | 0.50% | -0.10% | +2.40% | |
| 31 | KLAC | Kla CORP | 股票-科技 | 0.49% | — | -9.06% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.47% | — | +6.02% | |
| 33 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.46% | — | — | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.45% | -0.10% | +147.05% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.45% | — | +84.79% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.44% | -0.07% | +26.80% | |
| 37 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 0.43% | — | — | |
| 38 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-其他 | 0.42% | — | — | |
| 39 | DE | Deere & Co | 股票-工业 | 0.42% | — | +1.03% | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.42% | -0.06% | +36.76% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.41% | -0.16% | +18.19% | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.40% | -0.07% | +1.33% | |
| 43 | ACN | Accenture plc | 股票-科技 | 0.39% | -0.09% | -1.80% | |
| 44 | HD | Home Depot INC | 股票-周期性消费 | 0.39% | -0.04% | -0.56% | |
| 45 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.39% | -0.06% | +4.69% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.38% | — | -4.61% | |
| 47 | HON | Honeywell International INC | 股票-工业 | 0.38% | — | -0.60% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.38% | — | — | |
| 49 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.37% | -0.08% | — | |
| 50 | SYK | Stryker CORP | 股票-医疗保健 | 0.37% | -0.04% | +1.99% |