CIK: 0001360798
申报总市值
US$23.7亿
仅显示前 200 大持股（共 531 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 | 28.88% | +2.20% | +3.46% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 10.15% | -0.01% | -3.94% | |
| 3 | TMUS | T-mobile US INC | 股票-通信服务 | 6.42% | — | +21.72% | |
| 4 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 6.34% | — | +3.80% | |
| 5 | AAPL | Apple INC | 股票-科技 | 3.51% | +0.43% | +2.46% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.86% | +0.28% | -3.21% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.29% | +0.13% | -0.32% | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.41% | — | -1.35% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.32% | — | -1.87% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.02% | — | +1.13% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.93% | — | +1.99% | |
| 12 | TSLA | Tesla INC | 股票-周期性消费 | 0.89% | — | -9.50% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.86% | — | +1.43% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.83% | — | +1.62% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.72% | — | +6.69% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.61% | +0.28% | +13.94% | |
| 17 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.58% | +0.18% | -1.64% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.57% | +0.18% | -2.24% | |
| 19 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.55% | -0.46% | EXIT | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.52% | — | -2.78% | |
| 21 | SNOW | Snowflake INC | 股票-科技 | 0.50% | — | -13.24% | |
| 22 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.47% | — | +20.33% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.46% | +0.14% | +30.42% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.45% | — | +3.27% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | +1.70% | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.44% | -0.34% | EXIT | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.42% | -0.38% | EXIT | |
| 28 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.37% | — | -0.25% | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.36% | -0.32% | EXIT | |
| 30 | AVLRUSD | Avalara INC | 股票-其他 | 0.35% | — | -7.95% | |
| 31 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.32% | — | +21.76% | |
| 32 | CRM | Salesforce INC | 股票-科技 | 0.30% | — | +0.10% | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.29% | — | -2.30% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.29% | — | -0.14% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.29% | — | +2.65% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.28% | — | +3.16% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.28% | -0.23% | EXIT | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.28% | — | +3.05% | |
| 39 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.28% | — | +947.10% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.26% | — | +5.02% | |
| 41 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.26% | — | +0.56% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.25% | -0.36% | EXIT | |
| 43 | VUG | Vanguard Growth ETF | ETF-其他 | 0.25% | — | +0.33% | |
| 44 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.25% | -0.12% | EXIT | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.25% | — | +7.03% | |
| 46 | PCAR | Paccar INC | 股票-工业 | 0.25% | — | +1.07% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.24% | +1.34% | +15.19% | |
| 48 | HD | Home Depot INC | 股票-周期性消费 | 0.24% | — | +4.73% | |
| 49 | AMGN | Amgen INC | 股票-医疗保健 | 0.23% | — | +0.49% | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.22% | — | +4.62% |