CIK: 0002109928
申报总市值
US$1.1亿
仅显示前 200 大持股（共 277 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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 19.32% | -2.16% | — | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 8.43% | -8.39% | EXIT | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-其他 | 8.07% | +0.95% | — | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 5.04% | +1.06% | — | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 3.05% | -0.16% | — | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.55% | -0.43% | — | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.28% | +0.17% | — | |
| 8 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.16% | +0.08% | — | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.12% | +0.25% | — | |
| 10 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 2.07% | +0.22% | — | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.89% | +0.27% | — | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.75% | +0.20% | — | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.72% | -0.06% | — | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.53% | +0.01% | — | |
| 15 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.52% | +0.16% | — | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.43% | +0.25% | — | |
| 17 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股与成长 | 1.31% | — | — | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.15% | +0.26% | — | |
| 19 | JMTG | Mortgage-backed Securities | ETF-其他 | 0.99% | — | — | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.96% | — | — | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.93% | — | — | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.89% | — | — | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.86% | — | — | |
| 24 | YEAR | AB Ultra Short Income ETF | ETF-其他 | 0.86% | — | — | |
| 25 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.86% | +0.13% | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.85% | — | — | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.84% | — | — | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.82% | -0.01% | — | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.69% | -0.36% | — | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.65% | — | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.02% | — | |
| 32 | YUMC | Yum China Holdings INC | 股票-周期性消费 | 0.58% | -0.58% | — | |
| 33 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.58% | -0.57% | — | |
| 34 | WELL | Welltower INC | 股票-房地产 | 0.58% | -0.46% | — | |
| 35 | PM | Philip Morris International | 股票-非周期性消费 | 0.56% | — | — | |
| 36 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.56% | — | — | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | — | — | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | — | — | |
| 39 | CAMX | Cambiar Aggressive Value ETF | ETF-其他 | 0.50% | — | — | |
| 40 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.50% | -0.02% | — | |
| 41 | WMT | Walmart INC | 股票-非周期性消费 | 0.47% | +0.38% | — | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.46% | — | — | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.45% | — | — | |
| 44 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 0.45% | -0.01% | — | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.42% | — | — | |
| 46 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.42% | +0.06% | — | |
| 47 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.41% | -0.01% | — | |
| 48 | BX | Blackstone INC | 股票-金融 | 0.41% | -0.20% | — | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.39% | -0.07% | — | |
| 50 | PANW | Palo Alto Networks INC | 股票-科技 | 0.39% | -0.03% | — |