CIK: 0000866590
申报总市值
US$5.6亿
仅显示前 200 大持股（共 640 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 | 14.20% | +0.90% | +11.99% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 8.44% | +0.02% | -1.52% | |
| 3 | AAPL | Apple INC | 股票-科技 | 6.72% | +0.06% | -0.58% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 6.38% | -0.86% | +1070.12% | |
| 5 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-科技型 | 5.02% | — | +1.19% | |
| 6 | QCLN | First Trust Nasdaq Clean Edg | ETF-科技型 | 3.40% | — | +24.46% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.35% | -0.02% | -65.67% | |
| 8 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 2.83% | — | — | |
| 9 | ITB | Ishares U.s. Home Constructi | ETF-其他 | 2.83% | — | +46.31% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.44% | +0.10% | -2.52% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.13% | +0.02% | -3.02% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.06% | -0.11% | -3.56% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.98% | — | +1.86% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.93% | — | -4.45% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.78% | — | +181.49% | |
| 16 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.76% | — | -2.82% | |
| 17 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.66% | — | -1.34% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.63% | — | -2.56% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.60% | — | -2.95% | |
| 20 | NTST | Netstreit CORP | 股票-其他 | 1.36% | — | — | |
| 21 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.33% | -0.23% | -1.45% | |
| 22 | AMGN | Amgen INC | 股票-医疗保健 | 1.29% | — | -0.39% | |
| 23 | VZ | Verizon Communications INC | 股票-通信服务 | 1.19% | — | +0.00% | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 1.08% | — | -3.39% | |
| 25 | ROKU | Roku INC | 股票-通信服务 | 0.93% | — | +13202.94% | |
| 26 | BA | Boeing Co/the | 股票-工业 | 0.91% | — | -0.13% | |
| 27 | ✓ | 股票-其他 | 0.88% | — | — | ||
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.86% | — | +1.66% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.81% | — | -7.84% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.75% | +0.02% | +1.65% | |
| 31 | DOCU | Docusign INC | 股票-科技 | 0.64% | — | -0.36% | |
| 32 | EIX | Edison International | 股票-公用事业 | 0.47% | — | -3.74% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.43% | — | — | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.41% | — | +2.52% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.41% | +0.06% | -0.81% | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.33% | — | -2.01% | |
| 37 | HCA | Hca Healthcare INC | 股票-医疗保健 | 0.31% | — | — | |
| 38 | SCHK | Schwab 1000 Index ETF | ETF-大型股与成长 | 0.26% | — | -3.74% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.25% | — | +19.77% | |
| 40 | AMD | Advanced Micro Devices | 股票-科技 | 0.24% | -0.06% | EXIT | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.21% | — | +1.54% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.21% | — | -31.64% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.20% | — | -0.89% | |
| 44 | T | At&t INC | 股票-通信服务 | 0.19% | — | +18.08% | |
| 45 | SRE | Sempra | 股票-公用事业 | 0.18% | — | +5.69% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.17% | — | +1.39% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.17% | +0.05% | +11.97% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.17% | — | -5.68% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.17% | -0.24% | +6.34% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.17% | — | +3.21% |