CIK: 0001462245
申报总市值
US$942.2亿
仅显示前 200 大持股（共 3629 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 | 3.25% | — | +2.88% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.96% | -0.66% | +3.37% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.99% | +0.20% | +1.88% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.85% | — | +3.89% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.60% | — | +3.51% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.57% | -0.19% | -2.61% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.53% | +0.43% | +22.86% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | -0.14% | +1.51% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.37% | -0.15% | +4.42% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.11% | -0.18% | +6.47% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.05% | +0.23% | +3.85% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | -0.11% | +0.56% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 0.87% | -0.10% | +2.87% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.84% | +1.83% | -0.13% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.82% | -0.08% | +9.21% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.81% | — | +27.06% | |
| 17 | AVGO | Broadcom INC | 股票-科技 | 0.81% | -0.08% | +2.15% | |
| 18 | SN | SharkNinja, Inc. | 股票-周期性消费 | 0.74% | — | -10.19% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.74% | +0.03% | +9.46% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.69% | — | +3.77% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.69% | -0.08% | +10.26% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.64% | -0.14% | -5.58% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.61% | -0.08% | +2.35% | |
| 24 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.61% | — | +1.44% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.59% | — | +2.23% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.58% | — | +3.97% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.57% | — | +3.17% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | -0.10% | +1.15% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.55% | +0.07% | +18.47% | |
| 30 | SIXH | Etc 6 Meridian Hedged Equity | ETF-其他 | 0.54% | — | +2.20% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.53% | -0.14% | -2.33% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.48% | — | -1.83% | |
| 33 | TSLA | Tesla INC | 股票-周期性消费 | 0.47% | -0.08% | +3.98% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.46% | — | +7.70% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.45% | +0.06% | +2.76% | |
| 36 | CSCO | Cisco Systems INC | 股票-科技 | 0.44% | — | +1.76% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.44% | -0.14% | +1.44% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.44% | -0.11% | +7.07% | |
| 39 | HD | Home Depot INC | 股票-周期性消费 | 0.44% | — | +2.70% | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.43% | — | +3.21% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.43% | — | +2.07% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.42% | — | -0.61% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.42% | +0.21% | -0.67% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.40% | — | +4.51% | |
| 45 | SIXA | Etc 6 Meridian Mega Cap Equi | ETF-其他 | 0.40% | — | +6.60% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.40% | -0.07% | +6.52% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.40% | — | +3.00% | |
| 48 | RTX | Rtx CORP | 股票-工业 | 0.38% | — | -9.79% | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.38% | — | +15.71% | |
| 50 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.37% | — | +2.61% |