CIK: 0001855571
申报总市值
US$6559.4万
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.67% | — | — | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.55% | — | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.06% | — | — | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 5.45% | — | — | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 4.75% | — | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.60% | — | — | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.29% | — | — | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 4.04% | — | — | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 3.74% | — | — | |
| 10 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 3.62% | — | — | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.60% | — | — | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 3.56% | — | — | |
| 13 | ADBE | Adobe INC | 股票-科技 | 3.41% | — | — | |
| 14 | TSLA | Tesla INC | 股票-周期性消费 | 3.31% | — | — | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.25% | — | — | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.01% | — | — | |
| 17 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.72% | — | — | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 2.57% | — | — | |
| 19 | ALL | Allstate CORP | 股票-金融 | 2.39% | — | — | |
| 20 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.39% | — | — | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.27% | — | — | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.10% | — | — | |
| 23 | AMGN | Amgen INC | 股票-医疗保健 | 1.81% | — | — | |
| 24 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.76% | — | — | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 1.74% | — | — | |
| 26 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.47% | — | — | |
| 27 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.44% | — | — | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.16% | — | — | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.84% | — | — | |
| 30 | HON | Honeywell International INC | 股票-工业 | 0.79% | — | — | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 0.68% | — | — | |
| 32 | AMAT | Applied Materials INC | 股票-科技 | 0.48% | — | — | |
| 33 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.45% | — | — | |
| 34 | MDT | Medtronic plc | 股票-医疗保健 | 0.33% | — | — | |
| 35 | RSG | Republic Services INC | 股票-工业 | 0.33% | — | — | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.33% | — | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.30% | — | — | |
| 38 | ADI | Analog Devices INC | 股票-科技 | 0.27% | — | — | |
| 39 | NYT | New York Times Co-a | 股票-通信服务 | 0.24% | — | — | |
| 40 | CCFEUR | Chase CORP | 股票-其他 | 0.24% | — | — |