CIK: 0002011314
申报总市值
US$632.6万
仅显示前 200 大持股（共 207 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% | +0.47% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.81% | — | +10.29% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.55% | -0.03% | +365.98% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.94% | -0.04% | +119.56% | |
| 5 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 5.40% | -1.72% | -0.86% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.84% | — | -3.55% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.87% | -0.29% | -65.20% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.11% | — | +2.76% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.69% | — | +150.24% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.62% | — | -85.05% | |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 2.45% | — | +149.25% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.71% | — | +3.50% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.70% | — | -0.10% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.65% | — | — | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.58% | -0.06% | +2.91% | |
| 16 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.19% | — | -4.10% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.09% | — | — | |
| 18 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.04% | -0.03% | +0.51% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.97% | — | +5.40% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.85% | — | — | |
| 21 | YSEP | Ft Vst Int Eq Mb Etf-usd INC | ETF-其他 | 0.77% | -0.59% | +0.96% | |
| 22 | AVGO | Broadcom INC | 股票-科技 | 0.73% | — | +29.04% | |
| 23 | FFEB | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.73% | — | +3.45% | |
| 24 | WMT | Walmart INC | 股票-非周期性消费 | 0.69% | — | +5.59% | |
| 25 | ORCL | Oracle CORP | 股票-科技 | 0.66% | — | -0.41% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.65% | — | -0.74% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | — | — | |
| 28 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.63% | — | — | |
| 29 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 0.61% | — | +0.46% | |
| 30 | CRM | Salesforce INC | 股票-科技 | 0.61% | — | -1.29% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | — | +0.84% | |
| 32 | TSLA | Tesla INC | 股票-周期性消费 | 0.59% | — | -95.73% | |
| 33 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.58% | — | +206.23% | |
| 34 | XJUN | Ft Vest U.s. Equity Enhance | ETF-其他 | 0.57% | — | — | |
| 35 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.57% | — | -3.01% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.55% | — | +0.08% | |
| 37 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.55% | — | -7.09% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.54% | — | -0.71% | |
| 39 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.54% | — | +884.90% | |
| 40 | NAC | Nuveen Ca Qlty Muni INC | 股票-其他 | 0.53% | +5.23% | NEW | |
| 41 | NAD | Nuveen Quality Municipal INC | 股票-其他 | 0.51% | +4.71% | NEW | |
| 42 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.50% | — | +1.34% | |
| 43 | SOFI | Sofi Technologies INC | 股票-金融 | 0.48% | -0.51% | -6.02% | |
| 44 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.48% | — | +217.52% | |
| 45 | GS | Goldman Sachs Group INC | 股票-金融 | 0.46% | — | -0.35% | |
| 46 | VTV | Vanguard Value ETF | ETF-其他 | 0.46% | — | -0.59% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.43% | +0.07% | +20.34% | |
| 48 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.41% | +0.08% | +200.72% | |
| 49 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 0.40% | — | +1.76% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | — | -0.09% |