CIK: 0001578242
申报总市值
US$70.2亿
仅显示前 200 大持股（共 215 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 | 33.49% | +3.79% | +0.00% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 10.68% | -1.65% | -0.01% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 10.33% | -1.01% | -2.76% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 9.47% | +1.02% | +7.69% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.69% | -0.27% | -0.87% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.04% | -0.18% | -0.70% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.62% | -0.13% | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.73% | -0.25% | +0.63% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.73% | -0.15% | -3.05% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.63% | -0.29% | — | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.36% | -0.12% | -8.89% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.25% | -0.17% | -0.63% | |
| 13 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.10% | +0.01% | +2.32% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | -0.23% | -6.74% | |
| 15 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.81% | -0.13% | +0.00% | |
| 16 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.66% | -0.01% | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.59% | -0.06% | +5.54% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.59% | — | — | |
| 19 | IYG | Ishares U.s. Financial Servi | ETF-其他 | 0.53% | -0.07% | — | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.50% | — | — | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | -0.05% | -1.52% | |
| 22 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.37% | +0.01% | -2.26% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.30% | — | — | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.29% | +0.03% | +0.09% | |
| 25 | GS | Goldman Sachs Group INC | 股票-金融 | 0.29% | — | -2.10% | |
| 26 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.29% | -0.04% | +1.71% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.27% | -0.05% | -0.15% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.22% | — | -7.29% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.21% | — | +0.35% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.20% | +0.09% | -1.36% | |
| 31 | RTX | Rtx CORP | 股票-工业 | 0.20% | — | +0.00% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.19% | — | -7.13% | |
| 33 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.19% | — | +7.00% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.18% | — | -4.38% | |
| 35 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.16% | — | — | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.16% | — | +0.24% | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.16% | — | -6.82% | |
| 38 | NFLX | Netflix INC | 股票-通信服务 | 0.14% | — | -1.69% | |
| 39 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.13% | — | -25.40% | |
| 40 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.12% | — | +10.56% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.10% | — | -15.72% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.10% | — | -3.61% | |
| 43 | RXST | Rxsight INC | 股票-其他 | 0.10% | — | — | |
| 44 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.10% | -0.04% | +3273.43% | |
| 45 | CARR | Carrier Global CORP | 股票-工业 | 0.09% | — | — | |
| 46 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.09% | — | — | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.09% | — | -2.63% | |
| 48 | MA | Mastercard INC - A | 股票-金融 | 0.09% | — | -0.29% | |
| 49 | TSLA | Tesla INC | 股票-周期性消费 | 0.09% | -0.03% | -40.78% | |
| 50 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.08% | — | — |