CIK: 0002045735
申报总市值
US$8.9亿
仅显示前 200 大持股（共 294 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.39% | -0.21% | +6.15% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.26% | -0.44% | +1.04% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.80% | -0.12% | +3.01% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 4.43% | -0.23% | +3.36% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 4.40% | +0.12% | +0.67% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.57% | +0.34% | +3.78% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.52% | — | +28.71% | |
| 8 | BAC | Bank Of America CORP | 股票-金融 | 2.27% | -0.17% | +4.07% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.24% | — | +2.24% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.02% | -0.15% | +7.61% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.99% | -0.24% | +3.22% | |
| 12 | MU | Micron Technology INC | 股票-科技 | 1.90% | — | -1.04% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.82% | — | +9.26% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.73% | -0.14% | +0.48% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.67% | -0.09% | +20.73% | |
| 16 | C | Citigroup INC | 股票-金融 | 1.53% | -0.31% | +1.06% | |
| 17 | AXP | American Express Co | 股票-金融 | 1.33% | -0.23% | +6.09% | |
| 18 | GM | General Motors Co | 股票-周期性消费 | 1.25% | -0.16% | -4.13% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.24% | -0.11% | -17.91% | |
| 20 | 0VVB | Paramount Global-class B | 股票-其他 | 1.21% | — | +5.16% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.14% | -0.06% | +1.43% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.98% | -0.07% | +6.26% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.98% | — | +0.30% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.96% | -0.22% | +9.59% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.93% | — | +9.15% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | -0.29% | +23.14% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | -0.10% | +4.07% | |
| 28 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.90% | +0.79% | +21.37% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.89% | — | +17.05% | |
| 30 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.86% | — | +4.25% | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.81% | -0.10% | -2.33% | |
| 32 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.78% | — | +3.59% | |
| 33 | WMT | Walmart INC | 股票-非周期性消费 | 0.75% | +0.11% | +2.31% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.73% | — | +49.18% | |
| 35 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.68% | — | — | |
| 36 | FLDR | Fidelity Low Durat Fact ETF | ETF-其他 | 0.67% | — | — | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.65% | — | +4.27% | |
| 38 | YYY | Amplify Cef High Income ETF | ETF-其他 | 0.64% | — | +152.33% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.58% | -0.17% | +109.42% | |
| 40 | XYLD | Global X S&p 500 Cove Call E | ETF-大型股与成长 | 0.55% | — | -1.98% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.53% | — | +3.75% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.51% | — | +569.70% | |
| 43 | BST | Blackrock Science & Tech Tr | 股票-其他 | 0.50% | — | +22.50% | |
| 44 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.50% | — | +3.99% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.45% | — | +12.59% | |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.44% | — | +24.37% | |
| 47 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.43% | — | +6.42% | |
| 48 | MKL | Markel Group INC | 股票-金融 | 0.43% | -0.05% | +46.12% | |
| 49 | TSLA | Tesla INC | 股票-周期性消费 | 0.43% | -0.10% | +11.42% | |
| 50 | KYN | Kayne Anderson Energy Infra | 股票-其他 | 0.43% | — | +22.21% |