CIK: 0001360798
申报总市值
US$23.7亿
仅显示前 200 大持股（共 430 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 | AMZN | Amazon.com INC | 股票-周期性消费 | 31.41% | +2.20% | +0.85% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.66% | -0.01% | +1.14% | |
| 3 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 6.52% | — | +8.74% | |
| 4 | TMUS | T-mobile US INC | 股票-通信服务 | 6.10% | — | +17.90% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.69% | +0.28% | -0.97% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.56% | +0.43% | -2.11% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.50% | +0.13% | -8.74% | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.76% | — | -1.00% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.34% | — | +1.51% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.13% | — | -2.32% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.04% | — | -0.90% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.94% | — | +0.19% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.93% | — | -41.50% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.76% | — | -0.74% | |
| 15 | TSLA | Tesla INC | 股票-周期性消费 | 0.70% | — | +0.31% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.63% | -0.38% | EXIT | |
| 17 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.61% | +0.18% | +3.85% | |
| 18 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.61% | -0.34% | EXIT | |
| 19 | AVLRUSD | Avalara INC | 股票-其他 | 0.56% | — | +8.12% | |
| 20 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.56% | +0.28% | +12.20% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.55% | -0.32% | EXIT | |
| 22 | SNOW | Snowflake INC | 股票-科技 | 0.52% | — | +43.77% | |
| 23 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.49% | -0.46% | EXIT | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.46% | — | +1.22% | |
| 25 | DOCU | Docusign INC | 股票-科技 | 0.42% | — | -3.81% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.39% | -0.23% | EXIT | |
| 27 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.38% | — | -0.54% | |
| 28 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.36% | — | +14.46% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.35% | — | -3.84% | |
| 30 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.34% | — | -14.25% | |
| 31 | AMGN | Amgen INC | 股票-医疗保健 | 0.32% | — | +0.47% | |
| 32 | PCAR | Paccar INC | 股票-工业 | 0.32% | — | +1.79% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.31% | — | +9.43% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.30% | — | -23.61% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.30% | +0.18% | -41.65% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.30% | -0.36% | EXIT | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.29% | — | +3.34% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.29% | — | +8.03% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.28% | — | +0.40% | |
| 40 | CRM | Salesforce INC | 股票-科技 | 0.27% | — | +7.29% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.27% | — | +12.64% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.25% | — | -57.65% | |
| 43 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.25% | -0.12% | EXIT | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.25% | — | -44.50% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.25% | — | -32.34% | |
| 46 | BA | Boeing Co/the | 股票-工业 | 0.24% | — | +11.94% | |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.22% | — | +4.00% | |
| 48 | SEDG | Solaredge Technologies INC | 股票-科技 | 0.22% | — | -0.39% | |
| 49 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.22% | — | +10.17% | |
| 50 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.21% | — | +1.36% |