CIK: 0002042654
申报总市值
US$4.9亿
仅显示前 200 大持股（共 399 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 7.10% | -3.49% | +41.72% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.91% | -0.43% | +7.45% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.56% | -0.48% | +1.92% | |
| 4 | AAPL | Apple INC | 股票-科技 | 5.38% | -0.40% | +3.28% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 4.04% | -9.02% | +8194.90% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.96% | -0.17% | +9.60% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 3.69% | — | -12.68% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.48% | — | +2.95% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.43% | — | — | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.29% | — | — | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.16% | +0.21% | +6.12% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.10% | -0.14% | -1.49% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.09% | -0.04% | +8533.33% | |
| 14 | PANW | Palo Alto Networks INC | 股票-科技 | 2.07% | — | +3.75% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.05% | -0.06% | +0.45% | |
| 16 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.00% | -0.06% | +4.23% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.50% | +0.01% | — | |
| 18 | GS | Goldman Sachs Group INC | 股票-金融 | 1.50% | -0.08% | — | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.29% | -0.12% | +21.68% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.28% | — | +5.51% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.24% | — | -2.81% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.19% | +0.04% | +8.16% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.18% | -0.11% | -1.03% | |
| 24 | DHR | Danaher CORP | 股票-医疗保健 | 1.12% | — | — | |
| 25 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.11% | — | -11.67% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 1.09% | — | +0.62% | |
| 27 | TSLA | Tesla INC | 股票-周期性消费 | 1.08% | -0.09% | -0.07% | |
| 28 | BLK | Blackrock INC | 股票-金融 | 0.92% | — | — | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.91% | — | +4.00% | |
| 30 | CDL | Victoryshares US Large Cap H | ETF-大型股与成长 | 0.85% | — | -73.65% | |
| 31 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.77% | -0.30% | — | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.77% | — | +0.73% | |
| 33 | PFE | Pfizer INC | 股票-医疗保健 | 0.72% | — | +0.03% | |
| 34 | ICE | Intercontinental Exchange In | 股票-金融 | 0.70% | — | +0.75% | |
| 35 | WAT | Waters CORP | 股票-医疗保健 | 0.68% | — | — | |
| 36 | AMGN | Amgen INC | 股票-医疗保健 | 0.67% | — | — | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.66% | — | — | |
| 38 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.64% | — | +0.03% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.64% | — | +0.24% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.63% | -0.27% | +43.38% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | -0.16% | +0.66% | |
| 42 | QCOM | Qualcomm INC | 股票-科技 | 0.63% | +0.12% | — | |
| 43 | GXDW | Global X Dorsey Wright Thema | ETF-其他 | 0.63% | — | +20.66% | |
| 44 | FTV | Fortive CORP | 股票-科技 | 0.63% | — | — | |
| 45 | ETN | Eaton Corporation plc | 股票-工业 | 0.61% | — | +1.25% | |
| 46 | SO | Southern Co/the | 股票-公用事业 | 0.60% | — | — | |
| 47 | AXP | American Express Co | 股票-金融 | 0.53% | — | — | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.49% | — | — | |
| 49 | C | Citigroup INC | 股票-金融 | 0.46% | — | — | |
| 50 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.46% | — | +15.52% |