CIK: 0001611848
申报总市值
US$16.5亿
仅显示前 200 大持股（共 210 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 | BND | Vanguard Total Bond Market | ETF-其他 | 4.64% | -0.23% | +7.78% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.44% | +0.13% | -1.54% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.18% | +0.19% | -5.87% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.62% | +0.27% | +991.25% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.07% | +0.17% | -0.24% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.89% | +0.02% | -1.89% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.72% | -0.08% | -2.56% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.36% | +0.31% | +0.47% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.25% | +0.30% | +15.89% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 2.10% | +0.06% | -5.24% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.64% | +0.27% | +1.06% | |
| 12 | WMT | Walmart INC | 股票-非周期性消费 | 1.58% | -0.43% | -1.99% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.57% | — | -18.26% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.50% | +0.08% | +18.93% | |
| 15 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.46% | — | -1.42% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.35% | — | +3.94% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.33% | +0.02% | -1.83% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.27% | -0.65% | +125.77% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.23% | +0.02% | +2.64% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.21% | — | -2.41% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.19% | +0.02% | -10.66% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.18% | +0.15% | +1.14% | |
| 23 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.15% | +0.39% | +4.33% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 1.13% | +0.07% | -0.04% | |
| 25 | MA | Mastercard INC - A | 股票-金融 | 1.05% | — | -0.27% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.99% | — | -2.85% | |
| 27 | STLD | Steel Dynamics INC | 股票-原材料 | 0.99% | — | -1.23% | |
| 28 | MS | Morgan Stanley | 股票-金融 | 0.99% | — | -5.30% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.98% | — | -7.67% | |
| 30 | ADBE | Adobe INC | 股票-科技 | 0.98% | -0.39% | +2.92% | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.97% | — | -1.86% | |
| 32 | BLKCHF | Blackrock INC | 股票-其他 | 0.95% | — | -8.81% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.90% | — | +934.12% | |
| 34 | VTV | Vanguard Value ETF | ETF-其他 | 0.88% | — | -0.45% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.86% | +0.06% | -24.96% | |
| 36 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.84% | — | -1.24% | |
| 37 | INTU | Intuit INC | 股票-科技 | 0.84% | -0.55% | -0.76% | |
| 38 | FAST | Fastenal Co | 股票-工业 | 0.84% | — | +1.19% | |
| 39 | NSC | Norfolk Southern CORP | 股票-工业 | 0.80% | — | -4.31% | |
| 40 | DE | Deere & Co | 股票-工业 | 0.79% | +0.13% | -1.64% | |
| 41 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.78% | — | -6.53% | |
| 42 | FISV | Fiserv INC | 股票-其他 | 0.77% | — | -2.84% | |
| 43 | NEE | Nextera Energy INC | 股票-公用事业 | 0.76% | — | -12.40% | |
| 44 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.75% | +0.39% | NEW | |
| 45 | PLD | Prologis INC | 股票-房地产 | 0.74% | — | +2.39% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.74% | — | — | |
| 47 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.73% | — | -1.76% | |
| 48 | FDX | Fedex CORP | 股票-工业 | 0.72% | — | -1.15% | |
| 49 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.68% | — | -1.66% | |
| 50 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.67% | — | +0.66% |