CIK: 0001559077
申报总市值
US$13.2亿
仅显示前 200 大持股（共 271 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 | 10.32% | +1.35% | -0.83% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.03% | +0.06% | -1.00% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.48% | +0.25% | -1.45% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.31% | -0.10% | +4.18% | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 2.13% | +0.30% | -1.49% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.10% | — | +0.66% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.92% | +0.29% | -1.80% | |
| 8 | CGGO | Cap Group Global Growth | ETF-其他 | 1.85% | — | -0.84% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.81% | +0.89% | +0.80% | |
| 10 | TSLA | Tesla INC | 股票-周期性消费 | 1.78% | — | +1.74% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.71% | — | +2.60% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.68% | +0.22% | +2.11% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.66% | -0.15% | +0.83% | |
| 14 | BLKCHF | Blackrock INC | 股票-其他 | 1.59% | -0.15% | -1.91% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.49% | -0.18% | -0.49% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.46% | — | +1.37% | |
| 17 | BX | Blackstone INC | 股票-金融 | 1.40% | -0.16% | -0.77% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.28% | -0.09% | +1.25% | |
| 19 | QCOM | Qualcomm INC | 股票-科技 | 1.27% | +0.19% | -1.77% | |
| 20 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.27% | +0.04% | +0.76% | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 1.26% | +0.11% | +8.06% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | — | -0.56% | |
| 23 | UNP | Union Pacific CORP | 股票-工业 | 1.11% | -0.09% | +0.07% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.08% | — | +1.04% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.05% | +0.08% | +5.05% | |
| 26 | OKE | Oneok INC | 股票-能源 | 1.01% | — | -0.97% | |
| 27 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.01% | -0.09% | +1.59% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.99% | — | +7.92% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.92% | — | -1.11% | |
| 30 | AMAT | Applied Materials INC | 股票-科技 | 0.91% | +0.05% | +0.47% | |
| 31 | ABBV | Abbvie INC | 股票-医疗保健 | 0.91% | -0.11% | +1.48% | |
| 32 | NEE | Nextera Energy INC | 股票-公用事业 | 0.91% | +0.09% | +1.49% | |
| 33 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.87% | — | +6.83% | |
| 34 | HON | Honeywell International INC | 股票-工业 | 0.85% | — | +1.65% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.82% | — | +6.46% | |
| 36 | EPD | Enterprise Products Partners | 股票-能源 | 0.81% | — | -0.15% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | — | +3.97% | |
| 38 | GS | Goldman Sachs Group INC | 股票-金融 | 0.73% | +0.05% | -1.80% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | — | +0.36% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.72% | — | +9.17% | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.69% | -0.08% | +1.74% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.69% | — | +4.73% | |
| 43 | SPG | Simon Property Group INC | 股票-房地产 | 0.66% | — | +2.73% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.66% | — | +10.40% | |
| 45 | VZ | Verizon Communications INC | 股票-通信服务 | 0.64% | -0.51% | -6.46% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.64% | — | +3.29% | |
| 47 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.63% | +0.07% | — | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.58% | — | +3.16% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.58% | — | +0.10% | |
| 50 | RTX | Rtx CORP | 股票-工业 | 0.57% | — | +1.25% |