CIK: 0000866590
申报总市值
US$5.6亿
仅显示前 200 大持股（共 592 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 13.58% | +0.90% | -0.92% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 10.11% | -0.02% | -16.10% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 9.30% | +0.02% | +33.87% | |
| 4 | AAPL | Apple INC | 股票-科技 | 7.21% | +0.06% | +300.79% | |
| 5 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-科技型 | 5.20% | — | — | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.17% | +0.10% | -32.75% | |
| 7 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 2.80% | — | -1.82% | |
| 8 | GSBD | Goldman Sachs Bdc INC | 股票-其他 | 2.68% | — | -48.30% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.46% | -0.11% | -1.95% | |
| 10 | ITB | Ishares U.s. Home Constructi | ETF-其他 | 2.40% | — | -2.80% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.35% | +0.02% | +3.53% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.26% | — | -3.01% | |
| 13 | QCLN | First Trust Nasdaq Clean Edg | ETF-科技型 | 2.11% | — | — | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.07% | — | -44.58% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.94% | — | -19.13% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.88% | — | -1.53% | |
| 17 | AMGN | Amgen INC | 股票-医疗保健 | 1.75% | — | -1.08% | |
| 18 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.65% | — | -1.95% | |
| 19 | VZ | Verizon Communications INC | 股票-通信服务 | 1.48% | — | +0.05% | |
| 20 | WFC | Wells Fargo & Co | 股票-金融 | 1.06% | — | -2.74% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.98% | — | +17.76% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.97% | — | -0.11% | |
| 23 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.87% | +0.02% | -22.06% | |
| 24 | BA | Boeing Co/the | 股票-工业 | 0.87% | — | -0.69% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.78% | — | -2.91% | |
| 26 | DOCU | Docusign INC | 股票-科技 | 0.77% | — | +3001.32% | |
| 27 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.67% | -0.23% | — | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.54% | -0.86% | +12.15% | |
| 29 | EIX | Edison International | 股票-公用事业 | 0.49% | — | +0.76% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.44% | +0.06% | -2.55% | |
| 31 | INTC | Intel CORP | 股票-科技 | 0.43% | — | — | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | — | — | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.34% | — | -4.35% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.33% | — | +48.32% | |
| 35 | HCA | Hca Healthcare INC | 股票-医疗保健 | 0.29% | — | — | |
| 36 | SCHK | Schwab 1000 Index ETF | ETF-大型股与成长 | 0.29% | — | -5.01% | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.26% | -0.06% | EXIT | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.25% | — | +8.50% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.24% | — | +0.05% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.22% | — | — | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.22% | — | +142.13% | |
| 42 | PFE | Pfizer INC | 股票-医疗保健 | 0.20% | — | — | |
| 43 | T | At&t INC | 股票-通信服务 | 0.20% | — | -27.14% | |
| 44 | SRE | Sempra | 股票-公用事业 | 0.20% | — | — | |
| 45 | ASTH | Astrana Health INC | 股票-其他 | 0.18% | — | -75.66% | |
| 46 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.17% | +0.14% | +0.71% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.17% | — | -55.14% | |
| 48 | NFLX | Netflix INC | 股票-通信服务 | 0.17% | — | — | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.16% | — | -2.00% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.16% | +0.05% | -21.11% |