CIK: 0002045735
申报总市值
US$8.9亿
仅显示前 200 大持股（共 412 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 | 4.63% | -0.21% | -3.85% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.34% | -0.12% | -1.84% | |
| 3 | XLK | Ss Technology Select Sector | ETF-科技型 | 4.30% | -0.23% | -4.10% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.61% | -0.44% | -4.89% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.86% | +0.12% | +2.08% | |
| 6 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 2.24% | -0.22% | +1.02% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.21% | -0.24% | +1.68% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.19% | +0.34% | -1.30% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.06% | — | +1.71% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.84% | -0.15% | -3.94% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.83% | -0.17% | +7.68% | |
| 12 | MU | Micron Technology INC | 股票-科技 | 1.83% | — | +1.64% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.78% | — | +1.54% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.77% | -0.13% | -9.51% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.68% | — | +9.19% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 1.49% | -0.09% | -10.65% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.36% | -0.14% | +0.40% | |
| 18 | AXP | American Express Co | 股票-金融 | 1.36% | -0.23% | -10.95% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.28% | -0.17% | -8.37% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.23% | -0.06% | +4.55% | |
| 21 | C | Citigroup INC | 股票-金融 | 1.19% | -0.31% | -15.68% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.15% | — | +5.05% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.14% | -0.11% | +5.74% | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.11% | — | -16.61% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | -0.29% | -2.82% | |
| 26 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.09% | +0.79% | +4.42% | |
| 27 | GM | General Motors Co | 股票-周期性消费 | 0.93% | -0.16% | -7.09% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.92% | — | -17.68% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.86% | — | -6.19% | |
| 30 | IDV | Ishares International Select | ETF-其他 | 0.85% | +0.09% | +264.87% | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.82% | -0.07% | -1.78% | |
| 32 | WMT | Walmart INC | 股票-非周期性消费 | 0.81% | +0.11% | +1.73% | |
| 33 | YYY | Amplify Cef High Income ETF | ETF-其他 | 0.79% | — | +10.16% | |
| 34 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.76% | — | +1.24% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.76% | — | +0.39% | |
| 36 | AMR | Alpha Metallurgical Resource | 股票-其他 | 0.74% | +0.13% | -3.40% | |
| 37 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.65% | +0.10% | +21.71% | |
| 38 | MKL | Markel Group INC | 股票-金融 | 0.64% | -0.05% | +5.33% | |
| 39 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.61% | — | +31.60% | |
| 40 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 0.60% | — | +11.42% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | -0.10% | -2.78% | |
| 42 | HCC | Warrior Met Coal INC | 股票-原材料 | 0.59% | — | +9.43% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.58% | — | +0.63% | |
| 44 | TSLA | Tesla INC | 股票-周期性消费 | 0.57% | -0.10% | -3.77% | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.53% | -0.07% | +57.36% | |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.52% | — | +16.55% | |
| 47 | CGSD | Cap Group Short Duration | ETF-其他 | 0.51% | — | -0.78% | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.49% | +0.23% | +427.23% | |
| 49 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.47% | — | -4.33% | |
| 50 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.45% | — | +7.43% |