CIK: 0002057637
申报总市值
US$2.0亿
仅显示前 200 大持股（共 1286 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 | 5.40% | -0.47% | +4.77% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.82% | — | +11.83% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.32% | — | +8.85% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.34% | -0.24% | +4.86% | |
| 5 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 1.73% | — | +1.59% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | — | +52.09% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.42% | — | -2.52% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.41% | — | +12.59% | |
| 9 | AVGO | Broadcom INC | 股票-科技 | 1.33% | -0.21% | +18.53% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 1.29% | +0.32% | +72.87% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.27% | -0.42% | +20.46% | |
| 12 | XLF | Ss Financial Select Sector | ETF-其他 | 1.26% | — | +729.19% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.19% | — | +18.07% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.17% | — | +1151.66% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.09% | +0.09% | +0.71% | |
| 16 | UNP | Union Pacific CORP | 股票-工业 | 1.05% | — | -1.52% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.00% | +0.26% | +19.51% | |
| 18 | AMGN | Amgen INC | 股票-医疗保健 | 1.00% | +0.07% | +714.64% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.96% | +0.23% | +24.01% | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.93% | +0.29% | +14.66% | |
| 21 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.90% | — | +1701.53% | |
| 22 | BRO | Brown & Brown INC | 股票-金融 | 0.89% | -0.15% | -0.31% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.77% | -0.14% | +28.52% | |
| 24 | FNF | Fidelity National Financial | 股票-金融 | 0.76% | -0.14% | -21.90% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | -0.11% | +52.79% | |
| 26 | VAW | Vanguard Materials ETF | ETF-其他 | 0.75% | — | — | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | +0.35% | +67.38% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.71% | -0.22% | -20.29% | |
| 29 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.70% | — | +20.61% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.69% | — | +0.78% | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.63% | — | +323.62% | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.61% | — | +1864.94% | |
| 33 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.61% | — | +88.31% | |
| 34 | CAT | Caterpillar INC | 股票-工业 | 0.60% | +0.21% | +28.72% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.59% | — | +1.08% | |
| 36 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.57% | — | +164.15% | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.56% | -0.14% | +13.19% | |
| 38 | XLE | Ss Energy Select Sector | ETF-其他 | 0.56% | +0.14% | -9.48% | |
| 39 | USMC | Principal US Mega-cap ETF | ETF-其他 | 0.56% | — | -1.63% | |
| 40 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 0.55% | — | -9.28% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.54% | — | +0.95% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.54% | +0.38% | -1.72% | |
| 43 | ABBV | Abbvie INC | 股票-医疗保健 | 0.54% | — | +106.28% | |
| 44 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.52% | — | +32.51% | |
| 45 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 0.51% | — | +19.76% | |
| 46 | MAIN | Main Street Capital CORP | 股票-金融 | 0.50% | — | -9.46% | |
| 47 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 0.49% | — | +39.88% | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.47% | — | +93.50% | |
| 49 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.45% | +0.10% | -46.14% | |
| 50 | T | At&t INC | 股票-通信服务 | 0.44% | — | +5.14% |