CIK: 0001801145
申报总市值
US$1.4亿
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 6.76% | -1.27% | -1.92% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.06% | -0.15% | -5.37% | |
| 3 | XLK | Ss Technology Select Sector | ETF-科技型 | 4.28% | -0.12% | -2.80% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.65% | — | -1.40% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.64% | -0.11% | +982.28% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.62% | -0.07% | -18.95% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.61% | -0.32% | -1.26% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.49% | — | — | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 2.24% | — | -1.03% | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.08% | +0.37% | -2.56% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.96% | -0.10% | -2.85% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.81% | — | -2.44% | |
| 13 | VOX | Vanguard Communication Servi | ETF-其他 | 1.75% | -0.12% | +2.46% | |
| 14 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.65% | -0.17% | -3.90% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.47% | — | +4.85% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.47% | — | -16.38% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.43% | — | -2.55% | |
| 18 | DHR | Danaher CORP | 股票-医疗保健 | 1.35% | -0.13% | -1.79% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.32% | -0.20% | — | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.29% | — | +2.61% | |
| 21 | XLF | Ss Financial Select Sector | ETF-其他 | 1.27% | — | -2.70% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.27% | — | -1.95% | |
| 23 | VFH | Vanguard Financials ETF | ETF-其他 | 1.14% | — | -0.41% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.08% | — | +5.97% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.04% | — | -16.41% | |
| 26 | ADBE | Adobe INC | 股票-科技 | 0.94% | -0.22% | -3.88% | |
| 27 | CRM | Salesforce INC | 股票-科技 | 0.93% | -0.45% | -3.04% | |
| 28 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.92% | — | +3.99% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.91% | — | -5.16% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.90% | — | — | |
| 31 | ANETEUR | Arista Networks INC | 股票-其他 | 0.85% | — | — | |
| 32 | AMD | Advanced Micro Devices | 股票-科技 | 0.83% | — | -0.50% | |
| 33 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.82% | — | +0.46% | |
| 34 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.81% | — | — | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.81% | — | +3.02% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.81% | — | — | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.80% | — | -2.14% | |
| 38 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.79% | -0.25% | -4.63% | |
| 39 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.75% | -0.10% | -4.53% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.74% | — | +2.08% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | — | -3.85% | |
| 42 | ELV | Elevance Health INC | 股票-医疗保健 | 0.73% | — | — | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.72% | — | -1.72% | |
| 44 | ZTS | Zoetis INC | 股票-医疗保健 | 0.69% | — | +1.02% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.68% | — | -5.33% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.67% | — | +4.34% | |
| 47 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.66% | — | +7.20% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.66% | +0.22% | +9.09% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.66% | — | +5.36% | |
| 50 | SYK | Stryker CORP | 股票-医疗保健 | 0.65% | — | -4.18% |