CIK: 0002047271
申报总市值
US$1.4亿
仅显示前 200 大持股（共 679 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 | NVDA | Nvidia CORP | 股票-科技 | 4.33% | -0.16% | +3.51% | |
| 2 | TSLA | Tesla INC | 股票-周期性消费 | 3.54% | -0.52% | +3.10% | |
| 3 | AVGO | Broadcom INC | 股票-科技 | 3.46% | -0.73% | +0.61% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.04% | -0.18% | +6.64% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.72% | -0.64% | +0.38% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.46% | — | -1.48% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.06% | +0.26% | — | |
| 8 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.95% | -0.27% | +1.59% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.89% | -0.27% | +1.95% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.83% | — | -0.38% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.78% | — | +3.56% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.77% | — | -0.01% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.65% | -0.05% | +2.70% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.46% | -0.13% | +4.99% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.40% | — | -0.65% | |
| 16 | AXON | Axon Enterprise INC | 股票-工业 | 1.37% | -0.26% | +0.47% | |
| 17 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.28% | +0.57% | +0.80% | |
| 18 | UBER | Uber Technologies INC | 股票-工业 | 1.24% | -0.19% | +2.43% | |
| 19 | GE | General Electric | 股票-工业 | 1.19% | — | — | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.15% | -0.11% | +7.83% | |
| 21 | ASML | ASML Holding N.V. | 股票-科技 | 1.08% | +0.29% | — | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 1.02% | — | +11.90% | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.99% | +0.15% | +81.50% | |
| 24 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 0.94% | — | -0.92% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.92% | — | +8.84% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.84% | -0.13% | -3.30% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.81% | — | — | |
| 28 | NOW | Servicenow INC | 股票-科技 | 0.80% | -0.18% | +0.17% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.74% | +0.24% | — | |
| 30 | FLR | Fluor CORP | 股票-工业 | 0.72% | +0.11% | — | |
| 31 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.70% | -0.10% | +0.16% | |
| 32 | DE | Deere & Co | 股票-工业 | 0.70% | +0.17% | — | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | — | +3.27% | |
| 34 | CLH | Clean Harbors INC | 股票-工业 | 0.67% | +0.16% | — | |
| 35 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.66% | — | -0.32% | |
| 36 | WDAY | Workday Inc-class A | 股票-科技 | 0.65% | -0.28% | — | |
| 37 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.63% | — | — | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.63% | — | -0.80% | |
| 39 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.62% | -0.12% | — | |
| 40 | GEV | GE Vernova INC | 股票-工业 | 0.62% | +0.25% | — | |
| 41 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.61% | — | — | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.58% | — | +0.40% | |
| 43 | PANW | Palo Alto Networks INC | 股票-科技 | 0.56% | — | +7.31% | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.55% | +0.33% | +6.45% | |
| 45 | XLE | Ss Energy Select Sector | ETF-其他 | 0.53% | +0.34% | -2.26% | |
| 46 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.52% | -0.16% | +36.08% | |
| 47 | WM | Waste Management INC | 股票-工业 | 0.52% | — | +0.80% | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.51% | — | -42.79% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.51% | — | -1.15% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.50% | — | +0.12% |