CIK: 0002020860
申报总市值
US$8.5亿
仅显示前 200 大持股（共 201 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 9.37% | -1.27% | +2.76% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 8.98% | -0.90% | -1.68% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 6.70% | -0.90% | +2.15% | |
| 4 | AAPL | Apple INC | 股票-科技 | 5.04% | -0.29% | +2.56% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 3.85% | — | -1.25% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.35% | -0.71% | +5.66% | |
| 7 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 2.72% | -0.21% | +13.20% | |
| 8 | CME | Cme Group INC | 股票-金融 | 2.23% | -0.15% | -1.41% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.99% | — | -8.08% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.95% | — | +3.10% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.87% | -0.16% | +0.97% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.64% | — | +1.96% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.63% | -0.18% | +9.79% | |
| 14 | BX | Blackstone INC | 股票-金融 | 1.48% | -0.21% | +2.58% | |
| 15 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 1.47% | +0.19% | +21.39% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.30% | — | -0.56% | |
| 17 | CBOE | Cboe Global Markets INC | 股票-金融 | 1.30% | — | -0.87% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.29% | -0.12% | -15.33% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.26% | -0.11% | -2.37% | |
| 20 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 1.20% | +0.79% | +351.24% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.07% | — | -14.82% | |
| 22 | BXSL | Blackstone Secured Lending F | 股票-金融 | 1.07% | — | +4.83% | |
| 23 | RYAN | Ryan Specialty Holdings INC | 股票-金融 | 1.03% | -0.20% | — | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.01% | +0.15% | +3.46% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.99% | — | +32.64% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.94% | -0.10% | +34.46% | |
| 27 | BLK | Blackrock INC | 股票-金融 | 0.82% | — | — | |
| 28 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.79% | +0.09% | -4.59% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.75% | — | +1.08% | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 0.69% | — | +0.86% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | +0.18% | -0.22% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.64% | — | +0.42% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.64% | -0.10% | +6.30% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.61% | — | -1.26% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.61% | — | -1.65% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.61% | — | +3.23% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.60% | — | -2.90% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.60% | — | +0.15% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.58% | +0.14% | +0.09% | |
| 40 | DE | Deere & Co | 股票-工业 | 0.52% | +0.06% | +0.12% | |
| 41 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 0.52% | — | +144.96% | |
| 42 | FWD | AB Disruptors ETF | ETF-其他 | 0.44% | +0.29% | +481.68% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.44% | — | +7.42% | |
| 44 | XLE | Ss Energy Select Sector | ETF-其他 | 0.44% | — | -21.84% | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.43% | — | -0.49% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.43% | — | -1.41% | |
| 47 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.42% | — | -17.88% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.42% | — | +6.20% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.42% | — | -20.86% | |
| 50 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.41% | — | -0.60% |