CIK: 0002047271
申报总市值
US$1.4亿
仅显示前 200 大持股（共 839 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 | 4.11% | -0.16% | +0.21% | |
| 2 | TSLA | Tesla INC | 股票-周期性消费 | 3.55% | -0.52% | +1.91% | |
| 3 | AVGO | Broadcom INC | 股票-科技 | 3.46% | -0.73% | -0.52% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.07% | -0.18% | +1.91% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.53% | -0.64% | +2.82% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.41% | -0.27% | +2.07% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.41% | — | -0.62% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.05% | +0.26% | +0.80% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.79% | — | -1.45% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.76% | — | +0.28% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.76% | — | -1.07% | |
| 12 | AAPL | Apple INC | 股票-科技 | 1.73% | -0.05% | +4.22% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.60% | -0.13% | +7.19% | |
| 14 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.58% | -0.27% | -12.38% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.34% | +0.57% | +4.78% | |
| 16 | GE | General Electric | 股票-工业 | 1.19% | — | +0.88% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.18% | -0.11% | +14.02% | |
| 18 | ASML | ASML Holding N.V. | 股票-科技 | 1.18% | +0.29% | +1.74% | |
| 19 | AMD | Advanced Micro Devices | 股票-科技 | 1.13% | — | -1.75% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.09% | -0.13% | -4.17% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.06% | — | -21.54% | |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.06% | +0.15% | +7.57% | |
| 23 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 1.04% | — | -1.18% | |
| 24 | AXON | Axon Enterprise INC | 股票-工业 | 1.01% | -0.26% | -3.78% | |
| 25 | UBER | Uber Technologies INC | 股票-工业 | 1.00% | -0.19% | -0.84% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.95% | +0.24% | +29.47% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.89% | — | -0.72% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | — | +17.27% | |
| 29 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.76% | -0.12% | -0.21% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.75% | — | -2.78% | |
| 31 | DE | Deere & Co | 股票-工业 | 0.68% | +0.17% | -0.68% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.68% | +0.33% | +2.69% | |
| 33 | CLH | Clean Harbors INC | 股票-工业 | 0.65% | +0.16% | -1.74% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.65% | +0.21% | +97.42% | |
| 35 | GEV | GE Vernova INC | 股票-工业 | 0.64% | +0.25% | +0.44% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.64% | — | +4.78% | |
| 37 | FLR | Fluor CORP | 股票-工业 | 0.64% | +0.11% | -4.16% | |
| 38 | NOW | Servicenow INC | 股票-科技 | 0.63% | -0.18% | +388.47% | |
| 39 | MU | Micron Technology INC | 股票-科技 | 0.62% | — | -11.38% | |
| 40 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.60% | — | -1.19% | |
| 41 | GS | Goldman Sachs Group INC | 股票-金融 | 0.60% | — | +24.97% | |
| 42 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.60% | — | -4.31% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.58% | — | -2.47% | |
| 44 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.58% | -0.16% | +18.70% | |
| 45 | WDAY | Workday Inc-class A | 股票-科技 | 0.55% | -0.28% | -2.35% | |
| 46 | NFLX | Netflix INC | 股票-通信服务 | 0.52% | — | +1255.91% | |
| 47 | MELI | Mercadolibre INC | 股票-周期性消费 | 0.51% | — | -0.57% | |
| 48 | PANW | Palo Alto Networks INC | 股票-科技 | 0.50% | — | +1.77% | |
| 49 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.49% | -0.10% | -3.15% | |
| 50 | WM | Waste Management INC | 股票-工业 | 0.49% | — | -2.56% |