CIK: 0002040900
申报总市值
US$2.1亿
仅显示前 200 大持股（共 516 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 | 4.95% | -0.27% | — | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.71% | -0.25% | — | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.68% | — | — | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.94% | +0.16% | — | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.88% | -0.40% | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.57% | -0.64% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.88% | -1.06% | — | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.36% | -0.15% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.31% | -0.29% | — | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.05% | +0.15% | — | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.93% | — | — | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.77% | -0.11% | — | |
| 13 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.62% | — | — | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.58% | -0.05% | — | |
| 15 | BLK | Blackrock INC | 股票-金融 | 1.46% | -0.09% | — | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.46% | -0.15% | — | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.24% | -0.26% | — | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.24% | +0.40% | — | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.19% | — | — | |
| 20 | CDNS | Cadence Design Sys INC | 股票-科技 | 1.06% | -0.08% | — | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.04% | +0.08% | — | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.03% | +0.37% | — | |
| 23 | HON | Honeywell International INC | 股票-工业 | 0.98% | +0.10% | — | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.95% | -0.10% | — | |
| 25 | PEP | Pepsico INC | 股票-非周期性消费 | 0.92% | — | — | |
| 26 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.91% | — | — | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 0.81% | — | — | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 0.81% | +0.14% | — | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.78% | +0.25% | — | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 0.74% | — | — | |
| 31 | MS | Morgan Stanley | 股票-金融 | 0.72% | — | — | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.67% | — | — | |
| 33 | CMI | Cummins INC | 股票-工业 | 0.65% | — | — | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.64% | — | — | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.63% | — | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.63% | -0.08% | — | |
| 37 | ADBE | Adobe INC | 股票-科技 | 0.62% | — | — | |
| 38 | GD | General Dynamics CORP | 股票-工业 | 0.61% | — | — | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.60% | -0.15% | — | |
| 40 | TSLA | Tesla INC | 股票-周期性消费 | 0.59% | -0.11% | — | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.58% | — | — | |
| 42 | ICE | Intercontinental Exchange In | 股票-金融 | 0.57% | — | — | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.57% | — | — | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.56% | +0.08% | — | |
| 45 | NEE | Nextera Energy INC | 股票-公用事业 | 0.56% | +0.11% | — | |
| 46 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.56% | — | — | |
| 47 | WM | Waste Management INC | 股票-工业 | 0.54% | — | — | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.52% | -0.06% | — | |
| 49 | NBHC | National Bank Hold-cl A | 股票-其他 | 0.52% | — | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.51% | — | — |