CIK: 0001578242
申报总市值
US$70.2亿
仅显示前 200 大持股（共 214 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 | 34.85% | +3.79% | -1.03% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 10.96% | -1.65% | +0.01% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 10.28% | -1.01% | +3.03% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.51% | +1.02% | +4.21% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.66% | -0.27% | — | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.16% | -0.18% | +0.00% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.38% | -0.13% | +0.05% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.73% | -0.15% | +0.57% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.67% | -0.25% | +32.23% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.46% | -0.12% | +199.53% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.40% | -0.29% | -0.06% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.34% | -0.17% | +0.28% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.97% | -0.23% | -0.95% | |
| 14 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.89% | -0.13% | -0.00% | |
| 15 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.83% | +0.01% | -0.01% | |
| 16 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.57% | -0.01% | -6.38% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.57% | -0.06% | +3.75% | |
| 18 | IYG | Ishares U.s. Financial Servi | ETF-其他 | 0.49% | -0.07% | — | |
| 19 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.47% | — | — | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.46% | — | — | |
| 21 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.39% | +0.01% | -0.39% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | -0.05% | -0.78% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.33% | +0.03% | +30.35% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.30% | -0.05% | -4.72% | |
| 25 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.29% | -0.04% | +2.45% | |
| 26 | GS | Goldman Sachs Group INC | 股票-金融 | 0.28% | — | +0.56% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.28% | — | -0.57% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.24% | — | -10.09% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.22% | — | +0.26% | |
| 30 | TSLA | Tesla INC | 股票-周期性消费 | 0.21% | -0.03% | -8.49% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.21% | +0.09% | — | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.19% | — | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.16% | — | -0.89% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 0.16% | — | +0.03% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.16% | — | +7.61% | |
| 36 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.16% | — | +32.13% | |
| 37 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.16% | — | — | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.15% | — | +196.03% | |
| 39 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.15% | — | +0.20% | |
| 40 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.14% | — | -0.06% | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.13% | -0.04% | -16.76% | |
| 42 | NFLX | Netflix INC | 股票-通信服务 | 0.13% | — | -4.00% | |
| 43 | RXST | Rxsight INC | 股票-其他 | 0.12% | — | -0.07% | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.12% | -0.04% | -5.92% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.11% | — | -1.31% | |
| 46 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.10% | — | +5.60% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.10% | — | +30.95% | |
| 48 | ANET | Arista Networks INC | 股票-科技 | 0.09% | — | — | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.09% | — | +0.67% | |
| 50 | CARR | Carrier Global CORP | 股票-工业 | 0.09% | — | — |