CIK: 0002042654
申报总市值
US$4.9亿
仅显示前 200 大持股（共 1080 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 | NVDA | Nvidia CORP | 股票-科技 | 7.96% | -0.48% | -9.70% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 6.30% | -3.49% | +3.92% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 6.12% | -9.02% | -11.69% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.98% | -0.43% | +3.36% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.80% | — | +47.11% | |
| 6 | AAPL | Apple INC | 股票-科技 | 4.28% | -0.40% | +0.04% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.22% | -0.17% | +16.89% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.73% | +0.72% | +3.40% | |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 2.66% | +0.26% | +3.62% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.65% | — | +0.47% | |
| 11 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 2.41% | -0.22% | +2.08% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.38% | -0.06% | +0.52% | |
| 13 | TSLA | Tesla INC | 股票-周期性消费 | 2.10% | -0.09% | +0.37% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.85% | — | -1.99% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.81% | -1.20% | +3.52% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.76% | -0.04% | -4.69% | |
| 17 | CLIP | Global X 1-3 Month T-bill | ETF-其他 | 1.65% | -0.43% | -8.99% | |
| 18 | GS | Goldman Sachs Group INC | 股票-金融 | 1.62% | -0.08% | +0.40% | |
| 19 | PANW | Palo Alto Networks INC | 股票-科技 | 1.58% | — | -0.06% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.56% | -0.12% | +5.49% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.53% | +0.04% | +0.63% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.39% | -0.14% | -1.40% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.25% | +0.01% | +0.04% | |
| 24 | BITB | Bitwise Bitcoin ETF | ETF-加密货币 | 1.25% | — | -1.52% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | -0.16% | -0.40% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.22% | +0.21% | +4.11% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 1.19% | — | +0.15% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.13% | +0.13% | -6.39% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.02% | -0.11% | +0.45% | |
| 30 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.86% | — | -0.61% | |
| 31 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.83% | — | -11.22% | |
| 32 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.82% | -0.30% | +1.28% | |
| 33 | BLK | Blackrock INC | 股票-金融 | 0.81% | — | +8.74% | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.80% | -0.06% | -1.61% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.66% | — | +0.83% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.56% | — | +26.05% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.54% | — | +11.50% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.52% | — | — | |
| 39 | QCOM | Qualcomm INC | 股票-科技 | 0.50% | +0.12% | +0.02% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.49% | — | +5.02% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.49% | +0.22% | -3.26% | |
| 42 | ETN | Eaton Corporation plc | 股票-工业 | 0.47% | — | +1.13% | |
| 43 | ICE | Intercontinental Exchange In | 股票-金融 | 0.47% | — | +0.01% | |
| 44 | IRM | Iron Mountain INC | 股票-房地产 | 0.42% | -0.26% | -8.50% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.41% | -0.27% | -2.19% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.41% | — | — | |
| 47 | SO | Southern Co/the | 股票-公用事业 | 0.40% | — | +0.68% | |
| 48 | DHR | Danaher CORP | 股票-医疗保健 | 0.39% | — | +0.38% | |
| 49 | WAT | Waters CORP | 股票-医疗保健 | 0.32% | — | — | |
| 50 | AMGN | Amgen INC | 股票-医疗保健 | 0.32% | — | +1.68% |