CIK: 0002062680
申报总市值
US$491.9亿
仅显示前 200 大持股（共 694 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 56.90% | +10.83% | +5.49% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 8.30% | +1.49% | -3.75% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.17% | +0.78% | — | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 3.83% | +0.77% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.84% | +0.37% | — | |
| 6 | AAPL | Apple INC | 股票-科技 | 1.59% | -2.06% | EXIT | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.35% | -0.91% | — | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.35% | — | +57.77% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.90% | -1.16% | EXIT | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.73% | +0.14% | +18.85% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.61% | -0.34% | +50.40% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 0.45% | — | +38.01% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.45% | +0.05% | +83.62% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.44% | — | +61.56% | |
| 15 | TSLA | Tesla INC | 股票-周期性消费 | 0.38% | -0.33% | +54.92% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.37% | — | +59.74% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | -0.37% | EXIT | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | — | +58.38% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.27% | — | +60.97% | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.25% | +0.05% | +20.74% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.25% | — | +69.75% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.24% | -0.05% | +61.31% | |
| 23 | NFLX | Netflix INC | 股票-通信服务 | 0.23% | — | +60.40% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.22% | -0.01% | +58.01% | |
| 25 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.20% | — | +60.93% | |
| 26 | MA | Mastercard INC - A | 股票-金融 | 0.18% | — | +59.22% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.17% | — | +60.75% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.16% | -0.04% | +61.34% | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.16% | +0.02% | — | |
| 30 | ABBV | Abbvie INC | 股票-医疗保健 | 0.15% | — | — | |
| 31 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.15% | +0.03% | +33.06% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.15% | — | +61.59% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.15% | +0.03% | +11.45% | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.14% | — | +59.21% | |
| 35 | LIN | Linde plc | 股票-原材料 | 0.13% | — | — | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.12% | — | +60.87% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.12% | +0.03% | +1.13% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.12% | -0.01% | +58.03% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.12% | — | +60.92% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.12% | -0.17% | EXIT | |
| 41 | QCOM | Qualcomm INC | 股票-科技 | 0.11% | — | +49.74% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.11% | -0.25% | EXIT | |
| 43 | CRM | Salesforce INC | 股票-科技 | 0.11% | — | +59.13% | |
| 44 | TXN | Texas Instruments INC | 股票-科技 | 0.11% | — | — | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.11% | -0.13% | — | |
| 46 | TMUS | T-mobile US INC | 股票-通信服务 | 0.11% | — | +57.62% | |
| 47 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.10% | — | +61.86% | |
| 48 | PM | Philip Morris International | 股票-非周期性消费 | 0.10% | — | +61.32% | |
| 49 | ADBE | Adobe INC | 股票-科技 | 0.10% | — | +58.16% | |
| 50 | INTU | Intuit INC | 股票-科技 | 0.10% | — | +61.26% |