CIK: 0002043084
申报总市值
US$1.5亿
仅显示前 200 大持股（共 322 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 16.97% | +0.43% | +77.49% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.90% | -0.31% | -0.86% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.09% | -0.43% | -0.72% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.34% | -0.38% | -0.17% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.90% | -0.24% | -2.25% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.75% | -0.25% | +0.81% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.75% | -0.13% | +1.42% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.43% | — | -0.88% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.80% | -0.05% | +3.85% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.67% | -0.04% | +1.25% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.61% | -0.35% | +6.22% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.52% | -0.34% | +0.59% | |
| 13 | CRM | Salesforce INC | 股票-科技 | 1.50% | -1.05% | EXIT | |
| 14 | CAVA | Cava Group INC | 股票-周期性消费 | 1.40% | +0.36% | +0.75% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.40% | +0.25% | +0.69% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.39% | -0.09% | +0.74% | |
| 17 | NFLX | Netflix INC | 股票-通信服务 | 1.39% | — | +0.18% | |
| 18 | TSLA | Tesla INC | 股票-周期性消费 | 1.38% | -0.24% | -0.18% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.37% | -0.16% | -0.37% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.34% | -0.03% | -6.34% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.28% | — | — | |
| 22 | LZ | Legalzoomcom INC | 股票-其他 | 1.18% | -0.60% | — | |
| 23 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.18% | -0.06% | — | |
| 24 | HNST | Honest Co Inc/the | 股票-其他 | 1.15% | — | — | |
| 25 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 1.14% | -0.09% | +0.86% | |
| 26 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.09% | — | +0.10% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.06% | — | -1.57% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.03% | — | +2.66% | |
| 29 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.01% | +0.10% | +0.49% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.99% | -0.06% | -2.69% | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.95% | +0.19% | — | |
| 32 | PANW | Palo Alto Networks INC | 股票-科技 | 0.87% | -0.10% | +101.03% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.84% | — | -1.77% | |
| 34 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.83% | — | +1.02% | |
| 35 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.76% | — | +2.79% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | -0.09% | — | |
| 37 | BXP | Bxp INC | 股票-房地产 | 0.75% | -0.55% | EXIT | |
| 38 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.70% | -0.15% | +0.45% | |
| 39 | WMT | Walmart INC | 股票-非周期性消费 | 0.69% | +0.20% | +1.05% | |
| 40 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.65% | — | +0.77% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.65% | — | -5.98% | |
| 42 | GS | Goldman Sachs Group INC | 股票-金融 | 0.64% | +0.21% | — | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.60% | +0.20% | +2.16% | |
| 44 | PFE | Pfizer INC | 股票-医疗保健 | 0.57% | — | -15.34% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.55% | — | +1.29% | |
| 46 | AVGO | Broadcom INC | 股票-科技 | 0.52% | -0.07% | -0.03% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.51% | — | -4.02% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.48% | — | +6.87% | |
| 49 | T | At&t INC | 股票-通信服务 | 0.44% | — | — | |
| 50 | MA | Mastercard INC - A | 股票-金融 | 0.43% | — | — |