CIK: 0002010710
申报总市值
US$4.3亿
仅显示前 200 大持股（共 1192 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 | SCHO | Schwab Short-term US Treas | ETF-其他 | 3.91% | -0.01% | +4.16% | |
| 2 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 3.87% | -1.22% | +7.59% | |
| 3 | AVGO | Broadcom INC | 股票-科技 | 3.60% | -0.76% | -2.86% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.08% | -0.42% | -2.01% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.78% | -0.27% | -1.56% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.53% | -0.67% | -1.56% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.38% | -0.50% | -3.35% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.92% | -0.02% | +2.53% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.74% | -0.22% | -0.79% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.74% | — | -1.30% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.62% | +0.45% | +0.73% | |
| 12 | CAT | Caterpillar INC | 股票-工业 | 1.57% | +0.22% | -2.33% | |
| 13 | ABBV | Abbvie INC | 股票-医疗保健 | 1.56% | — | +2.45% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.51% | +0.10% | -1.60% | |
| 15 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.46% | -0.16% | -1.77% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.40% | — | -0.17% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.40% | -0.21% | -0.95% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.32% | — | +0.20% | |
| 19 | WMT | Walmart INC | 股票-非周期性消费 | 1.29% | +0.02% | -2.13% | |
| 20 | ARES | Ares Management CORP - A | 股票-金融 | 1.27% | -0.47% | -2.01% | |
| 21 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.27% | +0.10% | +4.63% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | — | -1.51% | |
| 23 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 1.18% | — | -1.84% | |
| 24 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 1.17% | — | -1.82% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.17% | — | -1.17% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | -0.19% | -2.40% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 1.16% | — | -2.57% | |
| 28 | PWB | Invesco Large Cap Growth ETF | ETF-大型股与成长 | 1.15% | — | -2.03% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | +0.44% | +2.55% | |
| 30 | DHI | Dr Horton INC | 股票-周期性消费 | 1.15% | — | +0.59% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.14% | — | -0.88% | |
| 32 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 1.12% | — | +0.65% | |
| 33 | MA | Mastercard INC - A | 股票-金融 | 1.10% | -0.16% | -1.25% | |
| 34 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.09% | -0.84% | -1.51% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 1.05% | -0.23% | +1.33% | |
| 36 | DFAI | Dimensional International Co | ETF-其他 | 1.03% | +0.14% | +3.92% | |
| 37 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 1.01% | — | -2.26% | |
| 38 | QMOM | Alpha US Quant Mom ETF | ETF-其他 | 1.00% | +0.15% | +4.07% | |
| 39 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 0.99% | +0.17% | — | |
| 40 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.98% | — | -0.26% | |
| 41 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.97% | -0.92% | -3.08% | |
| 42 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.94% | +0.07% | +0.49% | |
| 43 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.93% | — | -1.64% | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.93% | — | -1.71% | |
| 45 | SO | Southern Co/the | 股票-公用事业 | 0.90% | — | +0.05% | |
| 46 | DE | Deere & Co | 股票-工业 | 0.87% | +0.10% | -0.84% | |
| 47 | NOC | Northrop Grumman CORP | 股票-工业 | 0.87% | +0.09% | +0.18% | |
| 48 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 0.84% | — | -1.27% | |
| 49 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.84% | +0.07% | +0.10% | |
| 50 | ROP | Roper Technologies INC | 股票-科技 | 0.84% | -0.62% | +1.50% |