CIK: 0002045735
申报总市值
US$8.9亿
仅显示前 200 大持股（共 274 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 | 6.08% | -0.44% | +21.36% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.35% | -0.21% | +0.56% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.32% | -0.12% | +11.02% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 4.58% | -0.23% | +1.09% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.63% | +0.12% | +1.51% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.94% | +0.34% | +11.93% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.79% | -0.15% | +30.95% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.27% | -0.24% | +9.53% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.23% | -0.13% | +18.67% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.18% | — | -7.64% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.99% | — | -1.43% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 1.97% | -0.09% | +20.73% | |
| 13 | BAC | Bank Of America CORP | 股票-金融 | 1.88% | -0.17% | +5.52% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.88% | — | +8.32% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.71% | — | +1.88% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.71% | -0.14% | +11.04% | |
| 17 | C | Citigroup INC | 股票-金融 | 1.70% | -0.31% | +11.70% | |
| 18 | AXP | American Express Co | 股票-金融 | 1.69% | -0.23% | +10.01% | |
| 19 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.55% | -0.22% | +21.58% | |
| 20 | GM | General Motors Co | 股票-周期性消费 | 1.47% | -0.16% | +12.00% | |
| 21 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.45% | +0.79% | +28.84% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.41% | -0.11% | -2.64% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 1.35% | -0.17% | -17.61% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.27% | -0.06% | +7.93% | |
| 25 | MU | Micron Technology INC | 股票-科技 | 1.27% | — | +10.30% | |
| 26 | AMR | Alpha Metallurgical Resource | 股票-其他 | 1.24% | +0.13% | +34.52% | |
| 27 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.23% | -0.07% | +21.16% | |
| 28 | FLDR | Fidelity Low Durat Fact ETF | ETF-其他 | 1.21% | — | +8.13% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 1.16% | -0.29% | +5.36% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.11% | — | +29.24% | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 1.03% | +0.11% | +13.76% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.95% | — | +23.49% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.86% | — | -1.33% | |
| 34 | MKL | Markel Group INC | 股票-金融 | 0.80% | -0.05% | +32.30% | |
| 35 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.80% | — | +2.77% | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.74% | -0.10% | +47.98% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.74% | — | +1.46% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.73% | — | -0.12% | |
| 39 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.65% | +0.10% | +30.26% | |
| 40 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.62% | — | -16.27% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | — | +37.67% | |
| 42 | XLE | Ss Energy Select Sector | ETF-其他 | 0.61% | — | -4.58% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | -0.10% | -11.94% | |
| 44 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.51% | -0.06% | +124.75% | |
| 45 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.46% | -0.08% | +6.47% | |
| 46 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.45% | — | +32.54% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.44% | -0.10% | -6.44% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.43% | — | +0.48% | |
| 49 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.42% | — | -0.47% | |
| 50 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.37% | — | -20.91% |