CIK: 0001587192
申报总市值
US$5.9亿
仅显示前 200 大持股（共 228 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 | 8.05% | -0.70% | +229.65% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-其他 | 6.43% | — | +2.69% | |
| 3 | FDX | Fedex CORP | 股票-工业 | 5.57% | +0.04% | -0.68% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.86% | +0.91% | -0.38% | |
| 5 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 4.43% | — | +0.37% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 4.01% | -0.32% | -0.05% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.92% | — | -4.09% | |
| 8 | WY | Weyerhaeuser Co | 股票-房地产 | 3.70% | +0.08% | +0.67% | |
| 9 | DIS | Walt Disney Co/the | 股票-通信服务 | 3.61% | -0.25% | -0.25% | |
| 10 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 3.60% | — | -1.66% | |
| 11 | CVS | Cvs Health CORP | 股票-医疗保健 | 3.18% | — | +1.86% | |
| 12 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.61% | -0.38% | +19.49% | |
| 13 | 0VVB | Paramount Global-class B | 股票-其他 | 2.43% | — | +1.63% | |
| 14 | INTC | Intel CORP | 股票-科技 | 2.40% | — | +5.04% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.22% | — | — | |
| 16 | C | Citigroup INC | 股票-金融 | 2.18% | — | +5.41% | |
| 17 | COF | Capital One Financial CORP | 股票-金融 | 2.10% | -0.80% | — | |
| 18 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 1.96% | — | -1.06% | |
| 19 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.96% | — | +14792.45% | |
| 20 | GS | Goldman Sachs Group INC | 股票-金融 | 1.95% | -0.67% | +4.31% | |
| 21 | QCOM | Qualcomm INC | 股票-科技 | 1.85% | — | -0.62% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.62% | — | -0.66% | |
| 23 | AMAT | Applied Materials INC | 股票-科技 | 1.58% | +0.24% | +3.35% | |
| 24 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 1.31% | +0.08% | +0.23% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.28% | — | +4.42% | |
| 26 | DHI | Dr Horton INC | 股票-周期性消费 | 1.26% | — | -0.29% | |
| 27 | SCHH | Schwab US Reit ETF | ETF-其他 | 1.23% | — | — | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.23% | — | -3.39% | |
| 29 | MU | Micron Technology INC | 股票-科技 | 1.18% | -0.55% | +89.61% | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 1.16% | -0.42% | +14.89% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | -0.35% | — | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 1.07% | — | -6.19% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.04% | -0.39% | -6.29% | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.94% | — | -72.48% | |
| 35 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.66% | -0.29% | -0.69% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | — | +22.23% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.62% | -0.38% | +88.34% | |
| 38 | HON | Honeywell International INC | 股票-工业 | 0.57% | — | — | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.46% | — | -4.69% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.43% | +0.90% | — | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | +0.11% | -1.30% | |
| 42 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.29% | — | — | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.28% | — | — | |
| 44 | LSXMKUSD | Liberty Media Cor-siriusxm C | 股票-其他 | 0.25% | — | +161.61% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.23% | — | -15.66% | |
| 46 | SLB | Slb LTD | 股票-能源 | 0.21% | +0.12% | -9.36% | |
| 47 | WTRG | Essential Utilities INC | 股票-公用事业 | 0.20% | — | — | |
| 48 | UNP | Union Pacific CORP | 股票-工业 | 0.18% | +0.16% | — | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.18% | — | -4.27% | |
| 50 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.17% | — | +0.84% |