CIK: 0002098400
申报总市值
US$11.3亿
仅显示前 200 大持股（共 440 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 | TXN | Texas Instruments INC | 股票-科技 | 19.74% | +2.43% | — | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 4.21% | — | — | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.58% | -0.07% | — | |
| 4 | DSTL | Distillate US Fundamental St | ETF-其他 | 1.84% | — | — | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.60% | -0.72% | — | |
| 6 | AVDE | Avantis International Equity | ETF-其他 | 1.53% | — | — | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.41% | -0.37% | — | |
| 8 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.31% | -0.46% | — | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.28% | -0.11% | — | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.24% | +0.10% | — | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.23% | — | — | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.21% | — | — | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.20% | -0.09% | — | |
| 14 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.03% | +0.53% | — | |
| 15 | APH | Amphenol Corp-cl A | 股票-科技 | 1.03% | -0.03% | — | |
| 16 | HWM | Howmet Aerospace INC | 股票-工业 | 0.90% | +0.17% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.86% | — | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.84% | +0.23% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.82% | +0.16% | — | |
| 20 | WMB | Williams Cos INC | 股票-能源 | 0.82% | -0.54% | — | |
| 21 | RY | Royal Bank Of Canada | 股票-金融 | 0.80% | — | — | |
| 22 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.77% | +0.15% | — | |
| 23 | DFAI | Dimensional International Co | ETF-其他 | 0.77% | — | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.74% | +0.66% | — | |
| 25 | PH | Parker Hannifin CORP | 股票-工业 | 0.73% | +0.07% | — | |
| 26 | DSMC | Distillate S/m Cash Flow ETF | ETF-其他 | 0.73% | — | — | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | +0.13% | — | |
| 28 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 0.71% | — | — | |
| 29 | NDAQ | Nasdaq INC | 股票-金融 | 0.70% | -0.63% | — | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | — | — | |
| 31 | WELL | Welltower INC | 股票-房地产 | 0.67% | +0.09% | — | |
| 32 | KLAC | Kla CORP | 股票-科技 | 0.66% | -0.54% | — | |
| 33 | VUG | Vanguard Growth ETF | ETF-其他 | 0.64% | — | — | |
| 34 | VTR | Ventas INC | 股票-房地产 | 0.64% | +0.08% | — | |
| 35 | HEI | Heico CORP | 股票-工业 | 0.64% | -0.57% | — | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.64% | — | — | |
| 37 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股与成长 | 0.63% | +0.18% | — | |
| 38 | PCT | Purecycle Technologies INC | 股票-其他 | 0.63% | -0.58% | — | |
| 39 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.63% | -0.52% | — | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.62% | — | — | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.62% | — | — | |
| 42 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 0.61% | +0.08% | — | |
| 43 | COR | Cencora INC | 股票-医疗保健 | 0.60% | +0.03% | — | |
| 44 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.52% | -0.46% | — | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.50% | — | — | |
| 46 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股与成长 | 0.48% | — | — | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.46% | — | — | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.46% | — | — | |
| 49 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.45% | — | — | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | — | — |