CIK: 0002077080
申报总市值
US$80.2亿
仅显示前 200 大持股（共 588 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 | AAPL | Apple INC | 股票-科技 | 4.89% | -0.31% | -0.07% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.47% | -0.87% | +1.12% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.16% | -0.34% | -0.14% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.64% | — | +4.57% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.82% | -0.27% | -1.84% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.72% | -0.30% | +3.58% | |
| 7 | AVGO | Broadcom INC | 股票-科技 | 2.29% | -0.23% | -0.48% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.78% | -0.14% | +0.12% | |
| 9 | GVI | Ishares Intermediate Governm | ETF-其他 | 1.58% | +0.10% | +12.64% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.44% | — | +2.73% | |
| 11 | ABBV | Abbvie INC | 股票-医疗保健 | 1.37% | — | +0.39% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.24% | +0.06% | +7.07% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.20% | — | +6.25% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.19% | -0.17% | +36.82% | |
| 15 | WMT | Walmart INC | 股票-非周期性消费 | 1.18% | +0.09% | -0.04% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | — | -0.11% | |
| 17 | CAT | Caterpillar INC | 股票-工业 | 1.16% | +0.22% | -4.33% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.11% | -0.12% | +3.03% | |
| 19 | RTX | Rtx CORP | 股票-工业 | 1.07% | — | -0.49% | |
| 20 | TSLA | Tesla INC | 股票-周期性消费 | 1.07% | -0.20% | -0.70% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.06% | — | +0.43% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | -0.07% | +1.57% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.03% | +0.47% | +2.49% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 1.02% | — | -2.70% | |
| 25 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.01% | +0.11% | +1.03% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.85% | -0.10% | +26.84% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.84% | — | +3.36% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.83% | — | +7.22% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.82% | +0.19% | +1.69% | |
| 30 | UNP | Union Pacific CORP | 股票-工业 | 0.82% | — | +1.28% | |
| 31 | ETN | Eaton Corporation plc | 股票-工业 | 0.81% | +0.12% | +1.14% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.80% | +0.07% | +10.33% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.78% | +0.06% | +10.67% | |
| 34 | CB | Chubb Limited | 股票-金融 | 0.77% | — | +0.95% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.76% | — | +3.44% | |
| 36 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.74% | — | +3.20% | |
| 37 | AMP | Ameriprise Financial INC | 股票-金融 | 0.72% | — | +5.90% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.72% | -0.07% | +12.26% | |
| 39 | WMB | Williams Cos INC | 股票-能源 | 0.72% | +0.12% | -0.18% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.69% | -0.27% | +1.96% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.69% | — | +3.13% | |
| 42 | PEP | Pepsico INC | 股票-非周期性消费 | 0.65% | +0.09% | -3.22% | |
| 43 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.65% | -0.10% | +0.97% | |
| 44 | CRM | Salesforce INC | 股票-科技 | 0.61% | -0.16% | -0.70% | |
| 45 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.58% | -0.11% | +1.13% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.57% | +0.20% | -2.68% | |
| 47 | PM | Philip Morris International | 股票-非周期性消费 | 0.55% | — | +0.34% | |
| 48 | NOC | Northrop Grumman CORP | 股票-工业 | 0.53% | +0.12% | +1.68% | |
| 49 | HON | Honeywell International INC | 股票-工业 | 0.51% | +0.09% | +7.44% | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.49% | — | -1.83% |