CIK: 0002011314
申报总市值
US$632.6万
仅显示前 200 大持股（共 215 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 | AMZN | Amazon.com INC | 股票-周期性消费 | 8.52% | -0.76% | +2.10% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.36% | — | +2.96% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.35% | -0.03% | +8.37% | |
| 4 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 6.07% | -1.72% | +1.11% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.09% | -0.29% | +5.20% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.81% | — | +0.59% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.38% | — | +3.37% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.85% | -0.04% | +10.66% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | — | +10.16% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.88% | -0.06% | +17.51% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.73% | — | -2.21% | |
| 12 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.58% | — | +0.25% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.56% | — | +13.69% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.44% | — | — | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.44% | — | +3.13% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.41% | — | +2.16% | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.10% | — | +8.25% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.05% | — | — | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.88% | — | +43.43% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.87% | — | -4.24% | |
| 21 | CRM | Salesforce INC | 股票-科技 | 0.85% | — | +1.19% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.82% | — | -0.35% | |
| 23 | YSEP | Ft Vst Int Eq Mb Etf-usd INC | ETF-其他 | 0.80% | -0.59% | +1.63% | |
| 24 | FFEB | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.78% | — | +1.47% | |
| 25 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.77% | — | -4.47% | |
| 26 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 0.75% | — | +0.73% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.70% | — | -4.42% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.70% | — | -6.50% | |
| 29 | NAC | Nuveen Ca Qlty Muni INC | 股票-其他 | 0.68% | +5.23% | NEW | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.68% | — | +1.77% | |
| 31 | XJUN | Ft Vest U.s. Equity Enhance | ETF-其他 | 0.65% | — | -0.31% | |
| 32 | NAD | Nuveen Quality Municipal INC | 股票-其他 | 0.64% | +4.71% | NEW | |
| 33 | WMT | Walmart INC | 股票-非周期性消费 | 0.61% | — | +13.41% | |
| 34 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.60% | — | +7.25% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.58% | — | -0.78% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.56% | — | +30.96% | |
| 37 | VTV | Vanguard Value ETF | ETF-其他 | 0.54% | — | -0.40% | |
| 38 | TSLA | Tesla INC | 股票-周期性消费 | 0.52% | — | +23.52% | |
| 39 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 0.52% | — | +0.87% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | — | +0.66% | |
| 41 | MA | Mastercard INC - A | 股票-金融 | 0.45% | — | +50.67% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | — | +0.49% | |
| 43 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.44% | — | +34.43% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.43% | — | +59.56% | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.43% | -0.03% | -1.99% | |
| 46 | ETN | Eaton Corporation plc | 股票-工业 | 0.42% | — | +223.11% | |
| 47 | GJAN | Ft Vest US Equity Moderate B | ETF-其他 | 0.42% | — | -2.15% | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.42% | — | +14.14% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.42% | — | -4.53% | |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.41% | -0.18% | +1.77% |