CIK: 0002042654
申报总市值
US$4.9亿
仅显示前 200 大持股（共 341 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 | 6.02% | -0.40% | +0.96% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.81% | -0.43% | +3.99% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.41% | -0.48% | — | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 5.10% | -3.49% | +1.07% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 4.31% | — | +0.46% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.86% | -0.17% | +7.72% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.71% | — | +0.01% | |
| 8 | CDL | Victoryshares US Large Cap H | ETF-大型股与成长 | 3.45% | — | +11.45% | |
| 9 | TDTT | Flexshares Iboxx 3-year Targ | ETF-其他 | 2.33% | — | -6.12% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.23% | — | +0.14% | |
| 11 | PANW | Palo Alto Networks INC | 股票-科技 | 2.22% | — | — | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.14% | +0.21% | +5.13% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.11% | -0.14% | -17.22% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.09% | -0.06% | +6.59% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.01% | -0.06% | — | |
| 16 | TDTF | Flexshares Iboxx 5-year Targ | ETF-其他 | 1.89% | — | -12.87% | |
| 17 | GS | Goldman Sachs Group INC | 股票-金融 | 1.52% | -0.08% | — | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.41% | +0.01% | — | |
| 19 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 1.36% | — | +6.81% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.36% | — | -0.99% | |
| 21 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.34% | — | -2.89% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.28% | -0.11% | -0.18% | |
| 23 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.25% | — | +2.48% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.18% | — | — | |
| 25 | TSLA | Tesla INC | 股票-周期性消费 | 1.15% | -0.09% | -3.86% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 1.14% | — | — | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.13% | -0.12% | +8.99% | |
| 28 | CDC | Victoryshares US Eq Income E | ETF-其他 | 1.12% | — | +13.87% | |
| 29 | DHR | Danaher CORP | 股票-医疗保健 | 1.11% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.03% | +0.04% | +0.12% | |
| 31 | BLK | Blackrock INC | 股票-金融 | 1.00% | — | — | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.94% | — | -1.53% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.87% | — | +0.01% | |
| 34 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.82% | -0.30% | +3.71% | |
| 35 | PFE | Pfizer INC | 股票-医疗保健 | 0.81% | — | +0.11% | |
| 36 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.73% | — | — | |
| 37 | ICE | Intercontinental Exchange In | 股票-金融 | 0.72% | — | — | |
| 38 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.71% | — | — | |
| 39 | QCOM | Qualcomm INC | 股票-科技 | 0.69% | +0.12% | — | |
| 40 | WAT | Waters CORP | 股票-医疗保健 | 0.67% | — | — | |
| 41 | SO | Southern Co/the | 股票-公用事业 | 0.67% | — | — | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.65% | — | — | |
| 43 | FTV | Fortive CORP | 股票-科技 | 0.64% | — | — | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.64% | -0.16% | — | |
| 45 | AXP | American Express Co | 股票-金融 | 0.63% | — | — | |
| 46 | GXDW | Global X Dorsey Wright Thema | ETF-其他 | 0.60% | — | +4.64% | |
| 47 | ETN | Eaton Corporation plc | 股票-工业 | 0.58% | — | — | |
| 48 | AMGN | Amgen INC | 股票-医疗保健 | 0.56% | — | +0.17% | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.55% | — | +0.12% | |
| 50 | C | Citigroup INC | 股票-金融 | 0.52% | — | — |