CIK: 0002045414
申报总市值
US$1.6亿
仅显示前 200 大持股（共 226 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 | 9.92% | +0.79% | -0.05% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.59% | +0.26% | +0.35% | |
| 3 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 8.58% | — | +0.03% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 7.98% | -0.69% | — | |
| 5 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 6.45% | — | +33.71% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.52% | +0.19% | -1.32% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 4.11% | +0.06% | +0.42% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 3.98% | +0.10% | -0.74% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.55% | — | +0.39% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.55% | -0.11% | -7.51% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.27% | -0.17% | -1.81% | |
| 12 | TGTX | Tg Therapeutics INC | 股票-医疗保健 | 1.71% | -0.30% | — | |
| 13 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 1.70% | -0.06% | -1.13% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.66% | — | -4.37% | |
| 15 | GILD | Gilead Sciences INC | 股票-医疗保健 | 1.55% | +0.17% | — | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.29% | -0.07% | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.25% | — | — | |
| 18 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.18% | +0.22% | -2.65% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.01% | — | -1.04% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | -0.14% | -8.47% | |
| 21 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.98% | +0.12% | +1.67% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | -0.14% | -11.03% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.85% | -0.21% | -0.81% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 0.83% | — | — | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.79% | +0.24% | -1.83% | |
| 26 | SRE | Sempra | 股票-公用事业 | 0.79% | — | -0.07% | |
| 27 | NFLX | Netflix INC | 股票-通信服务 | 0.75% | -0.16% | -0.48% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | -0.12% | — | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.71% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | +0.32% | -0.91% | |
| 31 | WMT | Walmart INC | 股票-非周期性消费 | 0.66% | -0.14% | -10.25% | |
| 32 | PLSE | Pulse Biosciences INC | 股票-其他 | 0.55% | -0.12% | — | |
| 33 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.54% | +0.11% | — | |
| 34 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.45% | — | -0.57% | |
| 35 | DE | Deere & Co | 股票-工业 | 0.45% | — | -0.12% | |
| 36 | RELX | Relx PLC - Spon Adr | 股票-工业 | 0.43% | -0.07% | -1.19% | |
| 37 | PWR | Quanta Services INC | 股票-工业 | 0.43% | -0.12% | -16.43% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.41% | — | -0.24% | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.41% | — | — | |
| 40 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.40% | -0.09% | — | |
| 41 | BR | Broadridge Financial Solutio | 股票-科技 | 0.39% | -0.15% | -12.94% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.35% | -0.10% | -2.26% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.35% | — | — | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.35% | — | — | |
| 45 | PGR | Progressive CORP | 股票-金融 | 0.34% | -0.12% | -10.97% | |
| 46 | CPRT | Copart INC | 股票-工业 | 0.34% | -0.15% | -2.37% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.31% | — | — | |
| 48 | AVGO | Broadcom INC | 股票-科技 | 0.31% | — | -20.44% | |
| 49 | FANG | Diamondback Energy INC | 股票-能源 | 0.30% | -0.08% | +7.58% | |
| 50 | AMT | American Tower CORP | 股票-房地产 | 0.30% | -0.11% | -7.82% |