CIK: 0002045735
申报总市值
US$8.9亿
仅显示前 200 大持股（共 283 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 | 5.48% | -0.44% | +2.75% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.41% | -0.12% | +1.97% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.40% | -0.21% | +2.69% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 4.76% | +0.12% | +0.89% | |
| 5 | XLK | Ss Technology Select Sector | ETF-科技型 | 4.31% | -0.23% | +1.28% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.51% | +0.34% | +0.82% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.33% | — | -2.27% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.25% | — | +11.47% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.14% | -0.24% | -1.66% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 2.09% | -0.17% | +3.57% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.86% | -0.15% | -5.19% | |
| 12 | MU | Micron Technology INC | 股票-科技 | 1.81% | — | -15.70% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.80% | -0.14% | +0.34% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.77% | — | +9.56% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.56% | -0.11% | +19.13% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 1.44% | -0.09% | -0.70% | |
| 17 | C | Citigroup INC | 股票-金融 | 1.43% | -0.31% | +8.33% | |
| 18 | GM | General Motors Co | 股票-周期性消费 | 1.41% | -0.16% | +5.72% | |
| 19 | 0VVB | Paramount Global-class B | 股票-其他 | 1.19% | — | +49.14% | |
| 20 | AXP | American Express Co | 股票-金融 | 1.18% | -0.23% | +2.26% | |
| 21 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.16% | -0.22% | +4.21% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.13% | -0.06% | +0.83% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.04% | — | +0.16% | |
| 24 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.98% | -0.07% | +45.98% | |
| 25 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.95% | +0.79% | +7.73% | |
| 26 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.95% | — | +2.77% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.91% | — | +12.54% | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 0.88% | +0.11% | +0.09% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | -0.10% | -3.94% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.82% | — | +11.50% | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.82% | -0.10% | -7.87% | |
| 32 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.79% | — | +1.14% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | -0.29% | +6.44% | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.70% | — | +0.55% | |
| 35 | XYLD | Global X S&p 500 Cove Call E | ETF-大型股与成长 | 0.65% | — | +3.32% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.60% | — | -5.12% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.54% | — | -2.91% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.54% | — | -0.71% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.52% | — | -27.55% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.52% | — | +1.75% | |
| 41 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.49% | — | — | |
| 42 | DJIA | Global X Dow 30 Cov Call ETF | ETF-其他 | 0.46% | — | +3.12% | |
| 43 | TSLA | Tesla INC | 股票-周期性消费 | 0.46% | -0.10% | +3.62% | |
| 44 | BST | Blackrock Science & Tech Tr | 股票-其他 | 0.45% | — | +4.97% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.45% | — | +6.18% | |
| 46 | IDV | Ishares International Select | ETF-其他 | 0.45% | +0.09% | -2.54% | |
| 47 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.45% | — | +19.10% | |
| 48 | HGLB | Highland Global Allocation | 股票-其他 | 0.44% | — | +5.09% | |
| 49 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.43% | — | +6.71% | |
| 50 | AMGN | Amgen INC | 股票-医疗保健 | 0.43% | — | -0.58% |