CIK: 0002040900
申报总市值
US$2.1亿
仅显示前 200 大持股（共 449 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.17% | -0.25% | +32.86% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.77% | — | +1.80% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.26% | -0.40% | +7.24% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.85% | +0.16% | +12.86% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.76% | -0.27% | +6.93% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.75% | -0.64% | +2.92% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.70% | -1.06% | +2.49% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.28% | +0.15% | +10.49% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.18% | -0.15% | +5.44% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.15% | — | +16.32% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 2.01% | +0.40% | +55.22% | |
| 12 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.88% | — | +1.56% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.70% | -0.29% | -5.94% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.66% | -0.05% | +3.20% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.59% | -0.11% | -2.83% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.50% | -0.15% | +10.17% | |
| 17 | BLK | Blackrock INC | 股票-金融 | 1.31% | -0.09% | +4.96% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.15% | -0.10% | +15.60% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.10% | -0.26% | +4.04% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.10% | — | +13.66% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.99% | +0.37% | +13.15% | |
| 22 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.92% | -0.08% | +0.27% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.90% | +0.08% | +8.75% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.89% | — | +98.14% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.86% | +0.25% | +20.63% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.83% | +0.14% | +11.40% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.76% | — | +48.61% | |
| 28 | PEP | Pepsico INC | 股票-非周期性消费 | 0.76% | — | +14.54% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.74% | — | +14.37% | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 0.71% | — | +9.25% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.68% | -0.15% | +1.53% | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.65% | — | +17.57% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.65% | — | +20.46% | |
| 34 | ICE | Intercontinental Exchange In | 股票-金融 | 0.64% | — | +4.99% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.58% | -0.08% | +6.70% | |
| 36 | WM | Waste Management INC | 股票-工业 | 0.57% | — | +9.03% | |
| 37 | GD | General Dynamics CORP | 股票-工业 | 0.56% | — | -3.49% | |
| 38 | HON | Honeywell International INC | 股票-工业 | 0.56% | +0.10% | -1.86% | |
| 39 | MS | Morgan Stanley | 股票-金融 | 0.55% | — | -15.65% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.54% | — | +11.62% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.52% | — | +15.04% | |
| 42 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.52% | — | +4.92% | |
| 43 | CMI | Cummins INC | 股票-工业 | 0.51% | — | -2.23% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | -0.06% | +5.48% | |
| 45 | ADBE | Adobe INC | 股票-科技 | 0.51% | — | +10.14% | |
| 46 | PANW | Palo Alto Networks INC | 股票-科技 | 0.51% | -0.06% | +12.26% | |
| 47 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.50% | +0.19% | +84.59% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.49% | — | +4.39% | |
| 49 | EOG | Eog Resources INC | 股票-能源 | 0.49% | — | +16.20% | |
| 50 | EMR | Emerson Electric Co | 股票-工业 | 0.48% | — | +20.03% |