CIK: 0001388168
申报总市值
US$3.7亿
仅显示前 200 大持股（共 227 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 | 8.08% | +0.09% | -5.43% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.63% | +0.01% | -0.89% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.66% | — | -0.12% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.27% | +0.04% | +0.53% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.33% | -0.03% | -0.26% | |
| 6 | ABBV | Abbvie INC | 股票-医疗保健 | 2.08% | +0.06% | -0.11% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.89% | — | -0.08% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.81% | +0.01% | -0.04% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.75% | +0.01% | +0.54% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.52% | +0.14% | -0.38% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.51% | -2.16% | EXIT | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.48% | +0.09% | -0.40% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.47% | — | -0.29% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.46% | +0.03% | -0.48% | |
| 15 | HD | Home Depot INC | 股票-周期性消费 | 1.45% | — | -0.42% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.41% | +0.01% | -0.75% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.30% | — | +1.16% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.25% | — | +0.07% | |
| 19 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.19% | — | +0.03% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.10% | -0.43% | +0.09% | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.06% | +0.04% | -1.42% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.99% | — | -0.87% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 0.99% | -0.26% | -0.26% | |
| 24 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.98% | +0.12% | +0.02% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.96% | +0.06% | -1.81% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.94% | — | -0.52% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.88% | +0.08% | +0.21% | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.85% | — | -0.44% | |
| 29 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.81% | — | -0.50% | |
| 30 | GE | General Electric | 股票-工业 | 0.80% | +0.12% | +0.75% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 0.74% | — | +0.18% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.73% | — | — | |
| 33 | VTV | Vanguard Value ETF | ETF-其他 | 0.73% | — | +7.85% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.73% | — | -0.24% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.72% | +0.11% | +0.82% | |
| 36 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.71% | — | -3.34% | |
| 37 | CAT | Caterpillar INC | 股票-工业 | 0.70% | +0.32% | -2.58% | |
| 38 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.70% | +0.13% | +0.60% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.68% | — | +0.45% | |
| 40 | NFLX | Netflix INC | 股票-通信服务 | 0.66% | -0.18% | +0.22% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.65% | +0.07% | -0.02% | |
| 42 | CMI | Cummins INC | 股票-工业 | 0.65% | -0.23% | +0.17% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.61% | — | -1.81% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.59% | — | -1.58% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.59% | — | +0.24% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.58% | — | +0.98% | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.57% | — | -0.66% | |
| 48 | NET | Cloudflare INC - Class A | 股票-科技 | 0.56% | — | -0.23% | |
| 49 | AMAT | Applied Materials INC | 股票-科技 | 0.56% | +0.60% | +9.70% | |
| 50 | RTX | Rtx CORP | 股票-工业 | 0.53% | — | -3.30% |